Pensions Operations Specialist

Project People; Carlisle; On-site; GBP 22,000 - 26,000; Full time

Job summary

Project People is recruiting on behalf of a Financial Services Company specialising in pension products and services for a Pension Operations Administrator to join their Carlisle team.

You will provide high-quality administration and customer service across pension products and services, processing requests and pension transactions accurately while maintaining records and ensuring regulatory compliance. This is a permanent onsite role in Carlisle.

Qualifications

• Experience in administration and/or customer service.
• Strong attention to detail and accuracy.
• Excellent organisational and communication skills.
• Ability to manage workloads effectively and meet deadlines.
• Proficient in Microsoft Office applications.
• Experience within pensions or a regulated financial environment.
• Understanding of regulatory and compliance requirements.

Responsibilities

• Deliver excellent customer service to members, advisers and third parties.
• Process pension-related transactions accurately within service standards.
• Maintain accurate records and update internal systems.
• Manage incoming correspondence, workflow queues and emails.
• Liaise with advisers, banks, financial institutions and pension scheme members.
• Ensure all work complies with current legislation and company procedures.
• Contribute to process improvements and continuous improvement initiatives.

Skills

Administration

Customer service

Attention to detail

Organisation

Communication skills

Microsoft Office

Pensions knowledge

Tools

Microsoft Office

Job description

Project People is recruiting on behalf of a Financial Services Company specialising in pension products and services for a Pension Operations Administrator to join their Carlisle team.

You will provide high-quality administration and customer service across pension products and services, processing requests and pension transactions accurately while maintaining records and ensuring regulatory compliance. This is a permanent onsite role in Carlisle.