Pensions Administrator

FindCore; Redcar; On-site; GBP 22,000 - 29,000; Full time

Benefits offered by this job

Company pension

Career development

Professional environment

Job summary

FindCore is recruiting a Pensions Administrator for a permanent, full-time role based in Redcar. You will support a range of pension and investment product administration, processing applications, transfers and client requests while maintaining accurate records and liaising with advisers and providers.

The ideal candidate will have previous pensions experience, strong attention to detail, and excellent organisational skills, with proficient MS Office and client communication abilities.

Qualifications

• Previous experience within pensions.
• Strong understanding of pension products and administration.
• Excellent organisational and time-management skills.
• Confident communicating with clients, Advisers and external providers.

Responsibilities

• Provide administration support across pension and investment products.
• Process pension applications, transfers, contributions, withdrawals and other client requests.
• Maintain accurate client records and ensure information is up to date.
• Liaise with clients, Financial Advisers, pension providers and third parties.
• Obtain valuations, policy information and supporting documentation.
• Monitor applications and cases through to completion.
• Assist with pension calculations and client documentation.
• Prepare information and reports for clients and Advisers.

Skills

Pension products knowledge

Attention to detail

Microsoft Office

Client communication

Tools

MS Office

Job description

FindCore are thrilled to be assisting an established Chartered financial planning business with the recruitment of a Pensions Administrator.

About the Role

Permanent position. This role will be based in Redcar. Monday - Friday position. This company has an excellent reputation.

Responsibilities

• Provide administration support across a range of pension and investment products.
• Process pension applications, transfers, contributions, withdrawals and other client requests.
• Maintain accurate client records and ensure information is kept fully up to date.
• Liaise with clients, Financial Advisers, pension providers and other third parties.
• Obtain valuations, policy information and supporting documentation.
• Monitor applications and cases through to completion.
• Assist with pension calculations and client documentation.
• Prepare information and reports for clients and Advisers.

Qualifications

Previous experience within pensions.

Required Skills

• Good understanding of pension products and pension administration.
• Experience working with pension providers and processing client applications.
• Strong attention to detail and accuracy.
• Excellent organisational and time-management skills.
• Confident communicating with clients, Advisers and external providers.
• Good Microsoft Office and general computer skills.
• Ability to manage a busy workload and work to deadlines.

Preferred Skills

Experience with investments or insurance administration would be advantageous.

Pay range and compensation package

Permanent, full-time position.

• Company pension.
• Opportunity to join an established Chartered financial planning business.
• Varied pension and investment administration work.
• Long-term career development within financial services.
• Supportive and professional working environment.