Pensions & Investments Administrator

NJR Recruitment; Lymm; Hybrid; GBP 29,000 - 30,000; Full time

Benefits offered by this job

Onsite parking

Hybrid working after 12 months

Job summary

NJR Recruitment seeks a Pensions & Investments Administrator for our Warrington area team. The role supports advisers, manages policy data, and ensures regulatory requirements are met in a structured, client-focused environment.

The successful candidate will handle letters of authority, track requests, and liaise with clients and third parties, contributing to high-quality admin support and accurate record-keeping.

Qualifications

• Calm and organised with ability to manage priorities.
• Professional and client-focused approach to service delivery.
• Attention to detail in handling policy information.
• Ability to work both independently and within a team.
• Good IT skills and experience with standard office software.
• Familiarity with financial services regulation (desirable).

Responsibilities

• Manage letters of authority and policy information requests.
• Track policy requests and provide regular adviser updates.
• Communicate with clients, providers and third parties.
• Collate complete policy information within deadlines.
• Coordinate with paraplanning team to ensure data availability.
• Support general office tasks as needed.

Skills

Calm and organised

Client-focused

Attention to detail

Team player

Strong IT skills

Data systems

Regulatory awareness

Tools

Microsoft Word

Excel

Outlook

Job description

Pensions & Investments Administrator

Warrington Area - Onsite Parking

Hybrid working after 12 months

Salary 28,500 - £30,000

An established financial services practice based in Warrington is looking to recruit a Pensions & Investments Administrator to support its Adviser team and contribute to the smooth day-to-day running of the business. This is an excellent opportunity for someone who enjoys working in a structured, client-focused environment and takes pride in accuracy, organisation and delivering high-quality support.

The Role

Reporting to the Practice Manager, you will play a key role in requesting, tracking and collating policy information on behalf of the Adviser team. You will also support the wider practice in meeting regulatory requirements and achieving its overall business objectives.

Key Responsibilities

• " Manage letters of authority and policy information requests efficiently
• " Track policy requests and provide regular updates to Advisers
• " Communicate effectively with clients, providers and third parties
• " Collate and provide complete and accurate policy information within agreed timescales
• " Liaise with the paraplanning team to ensure all required data is provided
• " Support general office requirements as directed

Gathering & Managing Information

• " Issue letters of authority promptly to providers
• " Request, chase and collate policy information
• " Ensure all policy data is accurate, complete and compliant
• " Keep up to date with data and regulatory requirements
• " Maintain accurate records within internal systems

Practice Development & Team Support

• " Support the Practice Manager with internal projects and initiatives
• " Assist Advisers in servicing existing clients and supporting new business
• " Contribute to achieving practice goals and objectives
• " Attend and actively participate in team meetings
• " Maintain strong working relationships with clients and third parties

About You

• " Calm, organised and able to manage conflicting priorities
• " Positive, professional and client-focused
• " Comfortable working independently and as part of a team
• " Confident communicating with clients both face-to-face and over the phone
• " Highly analytical with excellent attention to detail
• " Strong IT skills, including Microsoft Word, Excel and Outlook
• " Comfortable working with electronic data systems
• " Experience of working within defined processes and procedures
• " Knowledge of (or willingness to learn) financial services regulation

Why Apply?

• " Competitive salary up to £28,500
• " Supportive and professional working environment
• " Opportunity to build a long-term career within financial services
• " Exposure to advisers, paraplanners and practice management
• " Varied role with genuine responsibility and impact