Role: Pension Administrator

Salary: £30,000-£35,000 per annum (depending on experience) plus benefits

Location: Newcastle-under-Lyme

Full time: office-based

What's In It For You:

Join a dedicated team and enhance your career in pension and investment administration. Enjoy a competitive salary, a supportive work environment, and opportunities for professional development.

About Our Client:

Our client is a well-established firm specialising in wealth management. They pride themselves on delivering exceptional service and maintaining high standards of compliance and client care. With a commitment to employee development and a collaborative culture, this is an excellent opportunity for a motivated individual to thrive.

Job Purpose:

The Pension & Investment Administrator will oversee the day-to-day administration of client accounts, ensuring efficient service delivery while resolving complex issues as they arise.

Main Responsibilities:

· Provide a consistent and efficient administration service to clients, ensuring high standards of accuracy and quality.

· Develop positive communication and working relationships with clients and internal departments.

· Identify and resolve day-to-day issues, escalating complex matters to the appropriate compliance channels.

· Manage the processing of pension schemes, including transfers, retirements, and investment business, ensuring all client communications are handled effectively. SIPP experience is essential.

· Maintain accurate records and respond promptly to client queries via telephone, email, or in writing.

· Offer support and expertise for ad-hoc client requests and ensure compliance with regulatory requirements.

· Recognise potential instances of fraud and money laundering, reporting these to the Money Laundering Reporting Officer as necessary.

· Work closely with the Pension & Investment Administration Managers on regulatory reporting and assist in training other team members.

· Contribute to the development and updating of procedures and manuals, ensuring compliance with legislation and best practices.

Qualifications and Skills:

· Previous experience in pension administration, particularly with Money Purchase and SIPPs, is highly beneficial.

· Exceptional verbal and written communication skills, with the ability to engage effectively at all levels.

· Strong organisational abilities and the capacity to manage a varied workload within a small team.

· Familiarity with Microsoft Office Suite and ideally Inteliflo, Volume, Imago, and Pulse dealing systems.

· A solid understanding of HMRC rules and wider regulatory obligations within the financial services industry.

· Willingness to undertake further study and enhance technical knowledge in pensions and investments.

Benefits:

Competitive salary of £30,000 per annum (depending on experience) plus benefits package.

Opportunities for ongoing training and career development.

A supportive and collaborative work environment.

If you are a motivated individual with a passion for delivering outstanding client service in the pensions sector, we would love to hear from you!

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