Pension Administrator | Hybrid Financial Services Support

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

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.