Pensions Administrator - Client Focused Finance Support

FLAT FEE RECRUITER; Guildford; On-site; GBP 28,000 - 33,000; Full time

Benefits offered by this job

Competitive salary

Full-time, permanent position

Career development

Close work with experienced advisers

Professional working environment

Job summary

FLAT FEE RECRUITER is recruiting for a Pensions Administrator in Camberley, Surrey. This full-time, permanent role involves providing essential administrative support across pension and financial planning cases, liaising with advisers and third parties to progress cases, and maintaining accurate client records.

The successful candidate will have experience in pensions or financial services administration, strong attention to detail, and solid IT skills.

Qualifications

• Experience in pensions or financial services administration is required.
• Strong attention to detail and organisational skills.
• Good written and verbal communication; proficiency with IT systems.

Responsibilities

• Provide administrative support for pension and financial planning cases.
• Process applications, transfers and client instructions.
• Liaise with providers and third parties to obtain information and progress cases.
• Maintain accurate client records and documentation.
• Prepare files for advisers and monitor ongoing cases.

Skills

Pensions administration

Financial services administration

Attention to detail

Communication skills

IT proficiency

Tools

Microsoft Office

Pension provider portals

Job description

FLAT FEE RECRUITER is recruiting for a Pensions Administrator in Camberley, Surrey. This full-time, permanent role involves providing essential administrative support across pension and financial planning cases, liaising with advisers and third parties to progress cases, and maintaining accurate client records.

The successful candidate will have experience in pensions or financial services administration, strong attention to detail, and solid IT skills.