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- Tasks: Provide technical pensions advice and support to internal stakeholders via various communication channels.
- Company: Join one of the UK's leading wealth management organisations with a supportive team environment.
- Benefits: Enjoy a competitive salary, annual bonus, private medical insurance, and hybrid working options.
- Why this job: This role offers technical challenges, career development, and the chance to make a real impact.
- Qualifications: Level 4 Diploma qualified, with strong pensions expertise and excellent communication skills required.
- Other info: Work in a hybrid model, with 2 days in the office and ongoing professional development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Recruiting for an experienced Pensions Technical Administrator / Paraplanner role with one of the UK's leading wealth management organisations, based in either their Bristol or Cirencester offices. This hybrid opportunity offers a brilliant blend of technical challenge, stakeholder interaction, and career development.
Joining a supportive team of around 15 people and reporting to the Helpline Support Manager, you'll provide technical pensions advice and guidance to internal stakeholders via Live Chat, email, and phone—supporting queries around the advice framework and delivering excellent service within agreed service levels.
You’ll also support continuous improvement and knowledge sharing across the business by:
- Resolving technical and advice queries quickly and accurately
- Leading improvements to tools and systems that help colleagues work more efficiently
- Delivering tailored presentations to new and existing stakeholders
- Providing in-depth support on complex queries via a dedicated consultation service
- Acting as a subject matter expert on internal projects
- Contributing to training delivery and drafting technical content
About You: We’re looking for someone with strong pensions expertise and excellent communication skills. Ideally, you’ll be:
- Level 4 Diploma qualified (with a willingness to work towards Level 6)
- Experienced in applying financial planning knowledge in a practical setting
- Confident handling technical queries and explaining complex concepts clearly
- Skilled in analysing queries and tailoring responses appropriately
- A team player, confident leading training and sharing best practices
Knowledge of financial services products and advice frameworks would be beneficial.
What’s in it for You? This company offers an outstanding benefits package, including:
- Competitive salary
- Up to 25% annual bonus
- 10% non-contributory pension (rising with service), with additional matching
- 10x life assurance, PHI, and critical illness cover
- Private medical & dental insurance
- 28 days' holiday + bank holidays, with the option to buy more
- 6 months' fully paid maternity/paternity leave
- Free on-site parking
- Ongoing professional development and hybrid working flexibility
Hours: Monday–Friday, 9am–5pm
Location: Bristol or Cirencester (2 days per week in the office)
Senior Pensions Administrator employer: The Progress Shed
Contact Detail:
The Progress Shed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Pensions Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in pensions. This will not only help you answer technical queries effectively but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 2
Practice explaining complex pension concepts in simple terms. Since you'll be interacting with various stakeholders, being able to communicate clearly and effectively is crucial for success in this role.
✨Tip Number 3
Network with professionals in the pensions industry. Attend relevant seminars or webinars to connect with others and gain insights that could give you an edge during interviews.
✨Tip Number 4
Prepare to discuss your experience with financial planning and how you've handled technical queries in the past. Be ready to share specific examples that highlight your problem-solving skills and ability to work as part of a team.
We think you need these skills to ace Senior Pensions Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your pensions expertise and relevant experience. Focus on your Level 4 Diploma qualification and any practical financial planning knowledge you've applied in previous roles.
Craft a Compelling Cover Letter: In your cover letter, emphasise your communication skills and ability to handle technical queries. Mention specific examples of how you've resolved complex issues or contributed to team training.
Showcase Your Technical Skills: When detailing your experience, include any tools or systems you've improved or implemented. Highlight your role as a subject matter expert and your contributions to knowledge sharing within your team.
Prepare for the Interview: Anticipate questions about your experience with stakeholder interaction and your approach to delivering tailored presentations. Be ready to discuss how you analyse queries and provide clear explanations of complex concepts.
How to prepare for a job interview at The Progress Shed
✨Showcase Your Pensions Expertise
Make sure to highlight your knowledge and experience in pensions during the interview. Be prepared to discuss specific cases where you've successfully handled technical queries or provided advice, as this will demonstrate your capability in the role.
✨Communicate Clearly
Since the role involves explaining complex concepts, practice articulating your thoughts clearly and concisely. Use examples from your past experiences to illustrate how you've effectively communicated with stakeholders in the past.
✨Demonstrate Team Collaboration
Emphasise your ability to work as part of a team. Share instances where you've contributed to team projects or led training sessions, showcasing your skills in knowledge sharing and collaboration.
✨Prepare for Technical Scenarios
Anticipate potential technical questions related to pensions and financial planning. Practising responses to these scenarios will help you feel more confident and ready to tackle any queries that may arise during the interview.
