Pensions Administrator: Client‑Focused Finance Support

Flat Fee Recruiter; Camberley; On-site; GBP 28,000 - 33,000; Full time

Benefits offered by this job

Career progression

Development opportunities

Close work with advisers

Professional environment

Job summary

Flat Fee Recruiter is looking for a Pensions Administrator in Camberley, Surrey. This full-time, permanent role offers a salary up to £33,000 depending on experience and requires authorisation to work in the UK.

You will support pension and financial planning cases, liaising with advisers and providers to ensure accurate records and efficient processes. A professional, client-focused approach is essential.

Qualifications

• Experience in pensions administration or financial services administration.
• Understanding of the financial planning process would be beneficial.
• Attention to detail and highly organised approach required.

Responsibilities

• Provide administrative support for pension and financial planning cases.
• Process new business applications, pension transfers and other instructions.
• Liaise with pension providers and third parties to obtain information and progress cases.
• Request and collate valuations, policy information and supporting documents.
• Maintain accurate client records and documentation.
• Prepare client files and information for advisers.
• Monitor applications and follow up with providers as required.

Skills

Pensions administration

Financial services administration

Attention to detail

Organised

Communication skills

Team player

Education

Financial services qualifications

Tools

Microsoft Office

IT systems

Pension software

Job description

Flat Fee Recruiter is looking for a Pensions Administrator in Camberley, Surrey. This full-time, permanent role offers a salary up to £33,000 depending on experience and requires authorisation to work in the UK.

You will support pension and financial planning cases, liaising with advisers and providers to ensure accurate records and efficient processes. A professional, client-focused approach is essential.