Pension Administrator

Brookson Group; Coventry; Hybrid; GBP 21,000 - 28,000; Full time

Benefits offered by this job

Monthly commission

5% company pension contribution after

23 days’ annual leave + bank holidays

Birthday off

Wellbeing benefits

Free financial advice

Job summary

Brookson Group in Coventry (CV5) is seeking a Pension Administrator within our Financial Services team to support Advisors and ensure high-quality client service.

You will handle end-to-end pension case administration, client communications by phone and email, maintain records to compliance, and assist with suitability reports, AML checks and invoicing. This role offers hybrid working with 2 days in the office and generous benefits.

Qualifications

• Strong communication skills, both written and verbal.
• Excellent time management and ability to manage workload.
• Confident building rapport with clients in a customer-facing role.
• Strong attention to detail to ensure data accuracy and compliance.
• Comfortable working towards KPIs and targets.
• Proficiency in Microsoft Office.
• Collaborative, team-focused approach.

Responsibilities

• Provide end-to-end administrative support on client pension cases from application through to completion.
• Support Advisors with suitability reports, reviews and wider pension administration.
• Maintain accurate client records and ensure documentation meets regulatory standards.
• Carry out checks such as AML, fee reconciliation and invoicing.
• Work with the wider team to meet SLAs and drive service improvements.

Skills

Communication skills

Time management

Rapport building

Attention to detail

KPIs & targets

Collaborative/team player

Pensions/financial services knowledge

Tools

Microsoft Office

Job description

If you're passionate about delivering a high-quality service and enjoy working in a fast-paced, customer-focused environment, we’d love to hear from you. Join our team where you’ll support our Financial Advisors and play a key role in ensuring an excellent experience for our clients.

Established in 1995, Brookson has been supporting freelancers, contractors and self-employed professionals for 30 years. With our head office in Warrington and additional UK offices in London, Coventry and Bournemouth, we have grown into a trusted provider of accountancy, tax and financial services support.

Now part of the People2.0 group, we continue to innovate and expand, offering our employees a dynamic and rewarding place to build their careers.

Our Coventry office (CV5) is easily accessible by car and just an 8-minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days per week in the office and flexibility to work from home for the remaining days.

Internally, the job title for this role is Financial Services Administrator.

What will you be doing as a Pension Administrator?

As a Pension Administrator within our Financial Services team, you will provide essential support to our Advisors, helping to ensure cases are progressed smoothly, compliantly and to a high standard. Your responsibilities will include:

• Providing end-to-end administrative support on client pension cases, from application through to completion
• Supporting new and existing clients via phone and email, delivering a proactive, professional and customer-focused service
• Managing and maintaining accurate client records, ensuring all documentation meets internal, regulatory and compliance standards
• Supporting Advisors with suitability reports, reviews and wider pension administration
• Carrying out checks such as Prevention of Money Laundering (PML), fee reconciliation and invoicing
• Working closely with the wider team to meet service level agreements (SLAs), support compliance requirements and contribute to team improvements

What qualities will help you thrive as a Pension Administrator?

• Strong communication skills, both written and verbal, with a friendly telephone manner
• Excellent time management skills and the ability to manage your own workload
• Confident building rapport with clients and working in a customer-facing role
• A strong attention to detail to ensure data accuracy and compliance
• Comfortable working towards KPIs and targets
• Proficiency in Microsoft Office
• A collaborative, team-focused approach
• Previous experience within pensions or financial services is desirable but not essential

In return for joining Brookson as a Pension Administrator

At Brookson, we want everyone to feel valued and supported. We offer a wide range of benefits alongside a strong commitment to colleague engagement, wellbeing and professional development. Benefits include:

• Salary of £25,000
• The potential to earn monthly commission
• 5% company pension contribution after 3 months
• 23 days’ annual leave plus bank holidays and your birthday off each year
• 2 Press Pause days per year – dedicated time to focus on your wellbeing
• Free financial advice, including mortgages and savings
• Wellbeing benefits including discounted gym membership, direct GP access and an in-house Mental Health First Aid team