Pensions Administrator

Core-Asset Consulting Ltd

City of Edinburgh

On-site

GBP 23,000 - 29,000

Full time

14 days+
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Job summary

Core-Asset Consulting Ltd is recruiting a Pension Administrator to join a busy financial services team on a contract basis until January 2027. The role focuses on accurate processing and verification of pension data, offering a valuable step for someone developing experience in pensions or financial services.

This position is based at Edinburgh Park and requires full-time office working, with a proactive, detail-oriented approach to meet regulatory requirements and deadlines.

Qualifications

  • Experience in pensions, insurance or financial services.
  • Strong Excel, Outlook and Word skills.
  • Excellent attention to detail and ability to identify data discrepancies.
  • Good organisational skills with ability to manage priorities and deadlines.
  • Ability to follow clearly defined processes and work within regulatory requirements.
  • Methodical and accurate approach to repetitive, detail-focused tasks.

Responsibilities

  • Collate and verify Lump Sum Allowance (LSA) data for pension customers.
  • Prepare and issue accurate pension statements in line with regulatory and HMRC requirements.
  • Review customer data and identify missing, inconsistent or inaccurate information.
  • Maintain clear records of completed statements and outstanding queries.
  • Liaise with internal teams to resolve data gaps or discrepancies.
  • Update internal systems and trackers as required.
  • Follow established processes to ensure work is completed accurately and consistently.

Skills

Pensions experience
Microsoft Office
Excel
Outlook
Word
Attention to detail
Organisational skills
Data accuracy
Regulatory knowledge
Process adherence

Job description

We are recruiting for a Pension Administrator to join a busy financial services team on a contract basis until January 2027.

This role will focus on the accurate processing and verification of pension data and is an excellent opportunity for someone to build upon their experience within the pensions or financial services sector.

This position is based at Edinburgh Park and requires full-time office working.

Skills/Experience
  • Experience within pensions, insurance or financial services environments.
  • Strong Microsoft Office skills, particularly Excel, Outlook, and Word.
  • Strong attention to detail and the ability to identify discrepancies in data.
  • Excellent organisational skills with the ability to manage competing priorities and deadlines.
  • Ability to follow clearly defined processes and work within regulatory requirements.
  • A methodical and accurate approach to repetitive, detail-focused tasks.
Core Responsibilities
  • Collate and verify Lump Sum Allowance (LSA) data for relevant pension customers.
  • Prepare and issue accurate pension statements in line with regulatory and HMRC requirements.
  • Review customer-level data and identify any missing, inconsistent or inaccurate information.
  • Maintain clear and accurate records of completed statements and outstanding queries.
  • Liaise with internal teams to resolve data gaps or discrepancies.
  • Update internal systems and trackers as required.
  • Follow established processes and procedures to ensure work is completed accurately and consistently.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

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