Pension Administrator

Recruit Wealth; Trafford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A notable industry pension provider in the United Kingdom is seeking a dedicated member for their SIPP administration team. This role involves processing pension requests, supporting client needs, and liaising with financial advisers on a daily basis. Candidates should have experience in pension administration or related fields, with strong organizational and communication skills. An opportunity to work in a client-focused environment that values innovation and performance awaits.

Qualifications

• Experience in pension administration or a related field.
• Strong attention to detail and organizational skills.
• Excellent communication skills, both verbal and written.

Responsibilities

• Process SIPP transfer out requests.
• Complete transfers in and investment applications.
• Administer a wide range of payment processes for clients.

Job description

Our client, a notable industry pension provider, collaborate with regulated financial advisers offering a range of personal pensions for UK and non-UK residents.

They offer advanced pension products, which have won various industry awards to date, with an unwavering focus on client satisfaction.

With a clear focus on financial services technology and innovation, backed by a strong set of values, their pension solutions ensure robust and continued performance year on year.

Due to expanding headcount, the SIPP Administrating team is seeking to recruit additional team members to continue supporting client and financial adviser needs.

Main Purpose of the role:

As a dedicated member of the SIPP administration team you will undertake day-to-day administration work processing requests. You will support client and adviser needs with the highest professional standards.

This role involves dealing with various internal teams and departments but importantly with external entities such as financial advisers, lenders and solicitors on a regular basis.

Main responsibilities:

• Process SIPP transfer out requests
• Process new business applications through to completion
• Complete transfers in and investment applications
• Process PCLS payments for clients in retirement
• Process regular and ad-hoc payments for clients in retirements
• Administer a w...