Pension Operations Specialist

Prestige Recruitment Group; Liverpool; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Prestige Recruitment Group is working with a well-established pensions provider in Liverpool to recruit a Pension Operations Administrator. This Liverpool-based role involves handling pensions administration, customer requests, and support for advisers and investment providers.

You will process cases accurately, meet service levels and maintain regulatory standards while delivering excellent customer service.

Qualifications

• Experience in pensions or financial services.
• Strong attention to detail and organisational ability.
• Confident written and verbal communication.
• Proficient in Microsoft Office.
• Ability to prioritise workloads in a fast-paced environment.
• Proactive problem-solving approach.

Responsibilities

• Processing pensions administration and customer requests via phone, email and correspondence.
• Onboarding and ongoing review of financial advisers and investment providers.
• Managing adviser changes, invoices and information requests.
• Investigating and resolving customer complaints and handling Data Subject Access Requests.
• Identifying vulnerable customers and escalating cases where appropriate.
• Ensuring all work complies with internal procedures, SLAs, KPIs and regulatory requirements.
• Building positive relationships with customers and external stakeholders.

Skills

Attention to detail

Organisational ability

Communication skills

Prioritisation

Tools

Microsoft Office

Job description

Prestige Recruitment Group is working with a well-established pensions provider in Liverpool to recruit a Pension Operations Administrator. This Liverpool-based role involves handling pensions administration, customer requests, and support for advisers and investment providers.

You will process cases accurately, meet service levels and maintain regulatory standards while delivering excellent customer service.