Senior Pensions Administrator: Client Ownership & Delivery

Leapfrog Limited

Daliburgh

On-site

GBP 32,000 - 42,000

Full time

2 days ago
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Job summary

Leapfrog Limited is seeking a Senior Administrator with pensions experience to own a portfolio of clients and deliver day-to-day administration. You'll support junior colleagues and work closely with Compliance and other internal teams to ensure accurate, timely service.

The role offers strong progression as you develop technically and build client relationships. You will manage transactions, payments, and records, while ensuring adherence to scheme rules and legislation and collaborating with

Qualifications

  • At least 3 years' relevant experience with responsibility for managing a portfolio of clients.
  • Educated to A-Level standard or equivalent and pursuing a relevant professional certificate.
  • Experience with multi-member pension schemes and EFURBS is advantageous.
  • Excellent communication, attention to detail, numeracy and IT skills; ability to manage multiple requests to deadlines.

Responsibilities

  • Manage day-to-day administration of an individual portfolio of pension and annuity clients.
  • Provide high-quality and timely service to clients and professional intermediaries.
  • Process client transactions, new business applications, death cases and closures.
  • Process internal and external payments and receipts.
  • Maintain accurate statutory and client records.
  • Ensure administration complies with relevant scheme rules, procedures and legislation.
  • Coordinate appointment of asset managers, auditors, custodians and other third parties.
  • Prepare minutes and maintain relevant systems and records.
  • Support junior colleagues with queries and problem-solving.
  • Respond to Compliance Monitoring and periodic review queries.
  • Liaise with Compliance and other internal teams.
  • Monitor fee collection and outstanding debtor positions.
  • Collate and review relevant financial information.
  • Review ongoing appropriateness of appointed third parties.

Skills

Client portfolio management
Attention to detail
Numeracy
IT skills
Communication skills
Time management

Education

A-Level or equivalent
Professional pension certificate (in progress)

Tools

Microsoft Office
Pension administration systems

Job description

Leapfrog Limited is seeking a Senior Administrator with pensions experience to own a portfolio of clients and deliver day-to-day administration. You'll support junior colleagues and work closely with Compliance and other internal teams to ensure accurate, timely service.

The role offers strong progression as you develop technically and build client relationships. You will manage transactions, payments, and records, while ensuring adherence to scheme rules and legislation and collaborating with

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