Pensions Administrator

SURREY HILLS WEALTH MANAGEMENT LTD; Camberley; On-site; GBP 28,000 - 33,000; Full time

Job summary

SURREY HILLS WEALTH MANAGEMENT LTD is seeking a Pensions Administrator to join a client-focused team in a full-time, permanent role. You will support pension and financial planning cases, ensuring accurate record-keeping and efficient processes to deliver high levels of client service. Salary ranges up to £28,000 - £33,000 depending on experience.

Applicants must be authorised to work in the UK. The role involves coordinating with advisers and third parties to progress cases and complete

Qualifications

• Provide comprehensive administrative support across pension and financial planning cases.
• Process new business applications, pension transfers and other client instructions.
• Liaise with pension providers, investment companies and other third parties to obtain information and progress cases.
• Request and collate pension valuations, policy information and supporting documentation.

Responsibilities

• Provide comprehensive administrative support for pension and financial planning cases
• Process new business applications, pension transfers and other client instructions
• Liaise with pension providers, investment companies and other third parties to obtain information and progress cases
• Request and collate pension valuations, policy information and supporting documentation

Skills

Client service

Attention to detail

Organisation

Communication

Job description

Take the next step in your financial services career as a Pensions Administrator, joining a client-focused team where you’ll play a key role in delivering a professional and efficient service.

Pensions Administrator

• Full-time, Permanent
• Up to £28,000 - £33,000 depending on experience.

Please note: you must be authorised to work in the UK

Our client is an independent financial planning business committed to providing bespoke financial advice with clients at the heart of its approach. With experienced financial advisers leading the business, our client combines financial planning expertise with streamlined, digital processes to provide a straightforward and professional service.

As a Pensions Administrator, you will provide essential administrative support across pension and financial planning cases, working closely with advisers and other members of the team. You will help ensure client records, documentation and pension-related processes are handled accurately and efficiently while maintaining high standards of client service.

Key responsibilities:

• Provide comprehensive administrative support for pension and financial planning cases
• Process new business applications, pension transfers and other client instructions
• Liaise with pension providers, investment companies and other third parties to obtain information and progress cases
• Request and collate pension valuations, policy information and supporting documentation