Pensions Administrator - Client-Focused Financial Planning

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

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