Pensions Support & Operations Specialist

Project People; Carlisle; On-site; GBP 21,000 - 30,000; Full time

Job summary

Project People in Carlisle is seeking an Inbound Support & Operations Administrator to join a pensions-focused financial services team. This permanent role is onsite 5 days per week initially, moving to hybrid after probation.

You will handle high-quality administration and customer service across pension products, process requests accurately, maintain records and ensure compliance with regulations. If you are organised, detail-focused and customer-centric with experience in phone-based service,

Qualifications

• Previous phone-based customer service and administration experience.
• Strong attention to detail and accuracy.
• Excellent organisational and communication skills.
• Ability to manage workloads effectively and meet deadlines.
• Professional, customer-focused approach.
• Experience within pensions, financial services or another regulated environment.
• Knowledge of pension products and administration processes.
• Understanding of regulatory and compliance requirements.

Responsibilities

• Deliver excellent phone-based customer service to members, advisers and third parties.
• Process pension-related transactions accurately and within agreed service standards.
• Maintain accurate records and update internal systems as required.
• Manage incoming phone queries, correspondence, workflow queues and emails effectively.
• Liaise with financial advisers, banks, financial institutions and pension scheme members.
• Ensure all work is completed in line with current legislation, regulatory requirements and company procedures.
• Maintain a high standard of accuracy and attention to detail.
• Identify and elevate any issues, risks or errors as appropriate.
• Work collaboratively with colleagues and support operational priorities across the business.
• Contribute to process improvements and continuous improvement initiatives.

Skills

Phone-based service

Administration

Attention to detail

Organisational skills

Communication skills

Tools

Microsoft Office

Job description

Project People in Carlisle is seeking an Inbound Support & Operations Administrator to join a pensions-focused financial services team. This permanent role is onsite 5 days per week initially, moving to hybrid after probation.

You will handle high-quality administration and customer service across pension products, process requests accurately, maintain records and ensure compliance with regulations. If you are organised, detail-focused and customer-centric with experience in phone-based service,