Pension Administrator

Brookson Ltd; Coventry; Hybrid; GBP 23,000 - 28,000; Full time

Benefits offered by this job

Hybrid working

5% company pension contribution after

23 days annual leave + birthday off

Wellbeing benefits & gym discounts

Free financial advice

Job summary

Brookson Ltd in Coventry is seeking a Pension Administrator to support our Financial Services team and deliver high-quality client service. You will help Advisors, manage pension cases from application through to completion, and ensure proper documentation and compliance.

Key tasks include AML checks, invoicing and reconciliations, maintaining client records, and delivering proactive service by phone and email. This role offers hybrid working with 2 days in the office.

Qualifications

• Excellent communication skills and professional phone manner.
• Strong time management and ability to manage workload.
• Confident in building rapport with clients in a customer-facing role.
• Attention to detail to ensure data accuracy and compliance.
• Experience with pensions or financial services is desirable but not essential.

Responsibilities

• Provide end-to-end administrative support on client pension cases, from application to completion.
• Support new and existing clients via phone and email with proactive service.
• Maintain accurate client records and ensure documentation meets standards.
• Assist Advisors with suitability reports, reviews and pension administration.
• Perform checks such as AML, fee reconciliation and invoicing.
• Collaborate with the team to meet SLAs and support compliance initiatives.

Skills

Communication skills

Time management

Client relationship

Attention to detail

KPIs & targets

Microsoft Office

Team player

Pensions knowledge

Tools

MS Office

Job description

Pension Administrator

Coventry

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 you’ll get to do:

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

Skills and experience we value:

• 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

Benefits and location:

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
• Hybrid working
• 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

About Brookson

Brookson provides comprehensive financial, legal, and administrative solutions for contractors and recruitment agencies. With over 30 years of expertise, Brookson offers accounting, payroll, legal guidance, financial planning, and insurance services under one roof. Part of the People2.0 family, Brookson combines deep UK employment law expertise with access to global workforce solutions, serving contractors and agencies with dedicated personal support and comprehensive compliance guidance. To learn more, visit brookson.co.uk .