Pension Administrator

Project People; Carlisle; On-site; GBP 22,000 - 26,000; Full time

Job summary

Project People is recruiting on behalf of a Financial Services Company specialising in pension products and services for a Pension Operations Administrator to join their Carlisle team.

You will provide high-quality administration and customer service across pension products and services, processing requests and pension transactions accurately while maintaining records and ensuring regulatory compliance. This is a permanent onsite role in Carlisle.

Qualifications

• Experience in administration and/or customer service.
• Strong attention to detail and accuracy.
• Excellent organisational and communication skills.
• Ability to manage workloads effectively and meet deadlines.
• Proficient in Microsoft Office applications.
• Experience within pensions or a regulated financial environment.
• Understanding of regulatory and compliance requirements.

Responsibilities

• Deliver excellent customer service to members, advisers and third parties.
• Process pension-related transactions accurately within service standards.
• Maintain accurate records and update internal systems.
• Manage incoming correspondence, workflow queues and emails.
• Liaise with advisers, banks, financial institutions and pension scheme members.
• Ensure all work complies with current legislation and company procedures.
• Contribute to process improvements and continuous improvement initiatives.

Skills

Administration

Customer service

Attention to detail

Organisation

Communication skills

Microsoft Office

Pensions knowledge

Tools

Microsoft Office

Job description

You must be eligible to work in the UK without the need for Sponsorship

About the Role

We are recruiting on behalf of a Financial Services Company specialising in pension products and services for a Pension Operations Administrator to join their Operations team in Carlisle.

This is an excellent opportunity for an organised and customer-focused administrator looking to develop their career within the pensions and financial services sector.

The successful candidate will provide high-quality administration and customer service support across a range of pension products and services. You will be responsible for processing customer requests and pension transactions accurately and efficiently, maintaining accurate records, and ensuring all activity is completed in line with regulatory requirements and company procedures.

Key Responsibilities

• Deliver excellent customer service to members, advisers and third parties.
• Process pension-related transactions accurately and within agreed service standards.
• Maintain accurate records and update internal systems as required.
• Manage incoming correspondence, workflow queues and emails effectively.
• Liaise with financial advisers, banks, financial institutions and pension scheme members.
• Ensure all work is completed in line with current legislation, regulatory requirements and company procedures.
• Maintain a high standard of accuracy and attention to detail.
• Identify and elevate any issues, risks or errors as appropriate.
• Work collaboratively with colleagues and support operational priorities across the business.
• Contribute to process improvements and continuous improvement initiatives.

Scope of the Role

The role may support a variety of operational activities across the customer lifecycle, including:

• Establishment and maintenance of pension schemes.
• Processing financial transactions.
• Administration of investments and benefits.
• Customer servicing activities.

Knowledge, Skills & Experience

• Previous administration and/or customer service experience.
• Strong attention to detail and accuracy.
• Excellent organisational and communication skills.
• Ability to manage workloads effectively and meet deadlines.
• Good working knowledge of Microsoft Office applications.
• Professional, positive and customer-focused approach.
• Experience within pensions, financial services or another regulated environment.
• Knowledge of pension products and pension administration processes.
• Understanding of regulatory and compliance requirements.

Personal Attributes

We are looking for someone who is:

• Customer-focused and professional.
• Proactive and adaptable.
• Organised and reliable.
• A strong team player.
• Committed to delivering high-quality work.
• Willing to learn, develop and build a career within financial services.

What's on Offer

This is a permanent, onsite opportunity based in Carlisle, offering the chance to join an established Financial Services Company and develop valuable experience within the pensions industry.

If you have strong administration or customer service experience, excellent attention to detail and an interest in developing your career within pensions and financial services, we would be keen to hear from you.