At a Glance
- Tasks: Manage your own portfolio of pension clients from onboarding to ongoing administration.
- Company: Join a well-established financial services company in Liverpool City Centre.
- Benefits: Enjoy 25 days holiday, annual bonus, and private medical insurance.
- Other info: Great opportunity for career progression and professional development.
- Why this job: Take ownership of your workload in a supportive and collaborative team.
- Qualifications: Experience in pensions administration and strong attention to detail required.
The predicted salary is between 30000 - 30000 £ per year.
We’re currently recruiting for an experienced Pensions Administrator to join a well-established and growing business. This is a great opportunity to take full ownership of your own portfolio, managing cases from start to finish in a supportive, professional environment.
The Role
You’ll be responsible for managing a portfolio of pension clients, handling everything from onboarding through to ongoing administration. You’ll be a key point of contact for clients, advisers, and internal teams, ensuring all work is completed accurately and in line with regulations.
Key Responsibilities
- Manage your own portfolio of pension clients from start to finish
- Act as the main contact for clients, IFAs, and internal teams
- Process all areas of SIPP administration, including:
- New business and transfers in
- Contributions and benefit crystallisations
- Transfers in and out
- Income payments (drawdown / UFPLS)
- Ensure all work complies with FCA and HMRC regulations
- Keep client records accurate and up to date
- Identify and elevate any risks, issues, or complaints
- Support audits and help improve internal processes
What We Are Looking For
- Previous experience in pensions administration (essential)
- Good understanding of pensions legislation and FCA/HMRC rules
- Experience working with SIPP pensions
- Exposure to property investments within pensions would be a big advantage
- Strong attention to detail and ability to manage multiple cases
- Confident communicator with clients and advisers
- Experience with SSAS pensions
- Working towards or completed qualifications (e.g. CII or PMI)
Benefits
- 25 days holiday + bank holidays
- Annual bonus/OTE (7%)
- Private Medical Insurance (after qualifying period)
Why Apply
- Opportunity to take ownership of your own workload
- Supportive and collaborative team environment
- Scope to develop your knowledge and progress your career
- Work in a business that values accuracy, service, and professionalism
Pensions Administrator in Liverpool employer: Adaptable Recruitment Limited
Join a dynamic and supportive team in the heart of Liverpool City Centre as a Pensions Administrator, where you will have the opportunity to take full ownership of your own portfolio while enjoying a flexible working environment. With a strong emphasis on employee growth, you will benefit from 25 days of holiday, private medical insurance, and an annual bonus, all within a company that values accuracy, service, and professionalism. This role not only offers a chance to enhance your skills in pensions administration but also provides a collaborative atmosphere that encourages career progression.
Contact Details:
Adaptable Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Pensions Administrator in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Adaptable Recruitment Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pensions Administrator in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Adaptable Recruitment Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Adaptable Recruitment Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Adaptable Recruitment Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Adaptable Recruitment Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Adaptable Recruitment Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Adaptable Recruitment Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
