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- Tasks: Support our SIPP product with customer inquiries and maintain accurate records.
- Company: Join Wealthify, an award-winning investment company in Penarth, Wales, making investing accessible for everyone.
- Benefits: Enjoy flexible working hours, hybrid role, private medical insurance, and a free office gym.
- Why this job: Be part of a dynamic team that values communication, teamwork, and personal growth while making a social impact.
- Qualifications: 5 GCSEs including Maths and English; previous pensions admin experience preferred.
- Other info: Annual bonus, health support team, and fun social activities await you!
The predicted salary is between 25000 - 27000 £ per year.
Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. We are here to inspire anyone to build their future wealth by making investing easy, affordable, and accessible.
The Pension Administrator is responsible for providing comprehensive administrative support for the organisation’s SIPP product. This role involves maintaining accurate records, ensuring compliance with regulations, and serving as a point of contact for customer inquiries. The specialist will work closely with internal teams and external partners to facilitate smooth pension operations.
Responsibilities:
- Manage customer support by responding to inquiries about our SIPP product, ensuring clear and concise communication.
- Assist the customer care team in resolving complex pension-related issues.
- Liaise with third-party custodians to address individual and general queries, ensuring effective communication and resolution of issues.
- Review transfer and withdrawal requests, monitor progress, maintain detailed records of all communications, and follow up on outstanding queries.
- Collate data for internal and external stakeholders for reporting purposes.
Skills we’re looking for:
- Minimum of 5 GCSEs including Maths and English at grade C or above.
- Skilled communicator.
- Previous experience working in a pensions administrative role is essential.
- FA2 desirable but not required; this could be supported within the role.
What else we’re looking for:
- A team player – friendly, personable, diligent, empathetic, well organised.
- Confident with multi-tasking and working from both operational and support perspectives.
- Comfortable working in an office environment, with a good level of Microsoft Office knowledge and an ability to learn new systems quickly.
- Hard working with a natural passion to work hard and take pride in work quality and ethic.
- Strong organisational skills – multi-tasking and prioritising workload are paramount.
What you’ll get from us:
- £25,000 - £27,000 dependent on skills and experience.
- 24 days holiday a year – plus bank holidays (you can earn an extra day’s holiday for each full year you are with us, capped at 28 days).
- Flexible working hours 37.5 hours a week between 8am – 5:30pm Monday to Friday.
- Hybrid role with a minimum of one day a week in office; also face-to-face team meetings once a month.
All first stage interviews will be carried out via teams; if successful, 2nd stage interviews will be carried out in our offices in Penarth.
Perks:
- Annual bonus between 0-20% of your annual salary linked to both the company and individual performance.
- Private Medical Insurance.
- Death in Service Cover (X3 your annual salary).
- Income Protection Insurance.
- Company Pension Plan.
- Healthify - a team to support the health and wellbeing of all staff at Wealthify.
- Ministry of Fun – providing plenty of social activities and events throughout the year.
- Brand new offices in the picturesque Penarth Marina.
- Free office gym.
- Free parking nearby.
- A collaboration space and games room.
- We’re a responsible company and are constantly working to improve our culture, ethics, impact on the environment, and our contribution to charitable causes.
This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company.
Job Type: Full-time
Pay: £25,000 – £27,000 per year
Education: A-Level or equivalent (preferred)
Experience: Pension Administrative Roles: 1-2 years (preferred)
Work Location: Hybrid
Contact Detail:
Wealthify Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Administrator
✨Tip Number 1
Familiarise yourself with the SIPP product and its regulations. Understanding the specifics of the Self-Invested Personal Pension will not only help you answer customer inquiries effectively but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Network with professionals in the pensions industry. Attend relevant events or join online forums to connect with others in the field. This can provide insights into best practices and may even lead to referrals for the position.
✨Tip Number 3
Brush up on your Microsoft Office skills, particularly Excel. Since the role involves data collation and reporting, being proficient in these tools will give you an edge and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare for the interview by thinking of examples that showcase your teamwork and communication skills. Wealthify values these traits highly, so having specific instances ready will help you stand out as a candidate who aligns with their core values.
We think you need these skills to ace Pension Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in pension administration. Emphasise your communication skills and any previous roles that involved customer support or compliance.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Mention how your values align with Wealthify's core values of simplicity, communication, teamwork, trust, and confidence.
Showcase Relevant Skills: In your application, clearly outline your organisational skills and ability to multitask. Provide examples of how you've successfully managed multiple responsibilities in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application demonstrates attention to detail, which is crucial for the Pension Administrator role.
How to prepare for a job interview at Wealthify
✨Know Your Pensions
Make sure you brush up on your knowledge of pensions, especially SIPP products. Understanding the basics and being able to discuss them confidently will show that you're serious about the role.
✨Demonstrate Communication Skills
As a Pension Administrator, clear communication is key. Prepare examples of how you've effectively communicated with customers or colleagues in the past, especially in resolving complex issues.
✨Showcase Organisational Skills
Be ready to discuss how you manage multiple tasks and prioritise your workload. Share specific strategies or tools you use to stay organised, as this is crucial for the role.
✨Emphasise Teamwork
We value teamwork at Wealthify, so be prepared to talk about your experiences working in a team. Highlight instances where you've collaborated successfully with others to achieve a common goal.
