Specialist Pensions and Corporate Benefits Support

MHA; Preston; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Agile Working

25 days holiday

Competitive salary package

Employee recognition awards

Succession planning programme

Employee Assistance Programme

Job summary

MHA is seeking a Specialist Pensions & Corporate Benefits Administrator based in Preston. You will support a range of pension and employee benefit schemes, handling administration from start to finish and ensuring records are accurate, compliant and up to date.

You’ll work with stakeholders to keep cases progressing smoothly and deliver a first-class service. Key duties include scheme administration, client communications, reviews and new business implementations, with emphasis on data integrity

Qualifications

• Experience in financial services or employee benefits is essential.
• Ability to manage detailed casework and multiple items concurrently.
• Commitment to confidentiality and data handling under controls.

Responsibilities

• Manage day-to-day administration of SIPP, SSAS, workplace pension and employee benefits schemes.
• Maintain accurate client, member and scheme records across systems.
• Support scheme reviews, renewals, amendments and new business implementation.
• Prepare client communications and provider requests.
• Progress actions with clients, advisers and providers to keep cases moving.

Skills

Administration experience

Record keeping

Data handling

Written and verbal communication

Microsoft Office

Client or case management systems

Education

Financial services qualification

Tools

Microsoft Office

Case management systems

Job description

Specialist Pensions and Corporate Benefits Support

Based in Preston

What Sets Us Apart

At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 13 accountancy firms and a proud member of Baker Tilly International, the 9th largest network in the world, we are a hub of global knowledge with a strong local commitment.

Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact.

Here, You’ll Go Beyond Numbers

As a Specialist Pensions & Corporate Benefits Administrator, you'll provide vital support across a range of pension and employee benefit schemes, helping to deliver an outstanding experience for clients, members and advisers.

You’ll take ownership of administration activities from start to finish, supporting scheme implementations, reviews, ongoing servicing and member requests, while ensuring records remain accurate, compliant and up to date. Working with a variety of stakeholders, you’ll play a key role in keeping cases progressing smoothly and delivering a first-class service.

Key Responsibilities

Scheme & Client Administration

• Manage the day-to-day administration of SIPP, SSAS, workplace pension and employee benefits arrangements.
• Maintain accurate and up-to-date client, member and scheme records across internal systems.
• Support scheme reviews, renewals, amendments and new business implementation.
• Prepare client communications, provider requests and supporting documentation.
• Proactively monitor and progress outstanding actions with clients, advisers and providers.
• Provide administration support across workplace pensions and employee benefit schemes, including group life assurance, group income protection and private medical insurance.
• Assist with scheme reviews, renewals and market exercises by obtaining provider information and quotations.
• Prepare review packs, benefit summaries and supporting documentation for client meetings.
• Support the implementation of new schemes by coordinating data, documentation and provider requirements.

Specialist Pensions Support

• Support the administration of new and existing SIPP and SSAS arrangements.
• Assist with a range of specialist pension transactions, including investments, valuations, benefits and scheme changes.
• Work closely with providers, professional trustees and other external stakeholders to ensure cases progress efficiently.
• Escalate technical or advice-related matters to the appropriate adviser or specialist when required.

Governance, Controls & Service Quality

• Ensure all work is completed in line with internal procedures, regulatory requirements and service standards.
• Carry out quality checks to maintain accuracy and minimise delays.
• Maintain clear records, audit trails and case notes.
• Handle confidential information with professionalism and discretion.
• Identify and elevate risks, issues and service concerns promptly.
• Contribute to continuous improvement initiatives and the development of efficient ways of working.

What We’re Looking For

• Administration experience within financial services, employee benefits, SIPP/SSAS or another comparable regulated environment.
• Demonstrable experience of managing detailed casework, maintaining accurate records and progressing multiple work items at the same time.
• Good understanding of confidentiality, data handling, record-keeping and the importance of working within documented controls.
• Competence using Microsoft Office applications and client or case management systems.
• Strong written and verbal communication skills, with the confidence to liaise professionally with clients and external providers.
• Practical knowledge of workplace pensions, group life assurance, group income protection and private medical insurance.
• Practical knowledge of Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs).
• Experience of provider quotation requests, corporate scheme renewals, review preparation or scheme implementation.
• Experience of specialist pension transactions such as property purchase, scheme valuation, benefit requests, loanbacks or scheme wind-up.
• A relevant financial services qualification, or a willingness to work towards an appropriate qualification.

Rewards That Resonate

You’re more than a number to us; you’re an individual with unique talents and aspirations. Our benefits are designed to support your well-being, foster your professional growth, and recognise your contribution

• Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
• 25 days holiday Plus Bank Holidays, plus the opportunity to buy or sell up to 5 days
• Competitive salary package
• Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives.
• New and improved programme for succession planning and supportive management structure to help you realise your potential
• Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
• And lots more!