Pensions Transactions Specialist

Flair for Recruitment; West of England; On-site; GBP 26,000 - 34,000; Full time

Job summary

We are currently working with a leading financial services firm seeking a professional pensions administrator to join their team. The role covers pension and investment-related administration, maintaining accurate records and processing financial transactions to strict timescales.

Key responsibilities include supporting pension transfers and payments, acting as a point of contact for clients, advisers and third-party providers, and using internal systems alongside Word, Excel and Outlook to

Qualifications

• Strong customer service and communication skills.
• Excellent organisation, time management and attention to detail.
• Comfortable working to deadlines and service-level targets.
• Ability to handle sensitive financial information responsibly.
• Strong numerical and administrative skills.
• Good working knowledge of Microsoft Word, Excel and Outlook.
• Flexible and adaptable approach to changing priorities.

Responsibilities

• Supporting pension transfers, payments, new arrangements and investment instructions.
• Acting as a point of contact for clients, advisers and third-party providers.
• Processing financial transactions and maintaining accurate records.
• Using internal systems and Microsoft Office applications to manage workloads and information.
• Working in line with relevant regulations, procedures and service standards.
• Handling telephone and written enquiries professionally.
• Supporting colleagues with training, projects and general administrative tasks.

Skills

Customer service

Communication skills

Organization

Attention to detail

Deadline-driven

Numerical skills

MS Word

MS Excel

MS Outlook

Flexible/adaptable

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

We are currently working with a leading financial services firm seeking a professional pensions administrator to join their team. The role covers pension and investment-related administration, maintaining accurate records and processing financial transactions to strict timescales.

Key responsibilities include supporting pension transfers and payments, acting as a point of contact for clients, advisers and third-party providers, and using internal systems alongside Word, Excel and Outlook to