At a Glance
- Tasks: Manage your own portfolio of pension clients and ensure compliance with regulations.
- Company: Established financial services firm in Liverpool City Centre.
- Benefits: 25 days holiday, annual bonus, sick pay, and flexible working options.
- Other info: Collaborative team culture with opportunities for professional development.
- Why this job: Take ownership of your work and grow your career in a supportive environment.
- Qualifications: Previous experience in pensions administration and strong attention to detail.
The predicted salary is between 31500 - 38500 £ per year.
Previous experience with pensions is essential.
Location: Liverpool City Centre
Salary: Up to £30,000 DOE
Full-time | Permanent | 8:30am - 5:30pm (flexible if required) | Hybrid
Industry: Financial Services/Defined Contributions Pensions
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.
Benefits:
- 25 days holiday + bank holidays
- Discretionary annual bonus/OTE (7%)
- Sick pay (after qualifying period)
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)
- Death benefit cases
- Ensure all work complies with FCA and HMRC regulations
- Keep client records accurate and up to date
- Identify and escalate 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
Desirable:
- Experience with SIPP and SSAS pensions
- Working towards or completed qualifications (e.g. CII or PMI)
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 Birkenhead employer: ADAPTABLE RECRUITMENT LTD
Join a well-established organisation in the heart of Liverpool City Centre, where your role as a Workplace Experience Manager will allow you to create exceptional workplace experiences and foster a supportive and collaborative culture. With a modern office environment and excellent career development prospects, you'll have the opportunity to make a genuine impact on employee engagement while enjoying a proactive and people-focused work atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Pensions Administrator in Birkenhead
✨Tap into Campus Networks
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We think you need these skills to ace Pensions Administrator in Birkenhead
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 LTD.
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How to prepare for a job interview at ADAPTABLE RECRUITMENT LTD
✨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 LTD.
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✨Network with Industry Professionals
Before your interview, reach out to current or former ADAPTABLE RECRUITMENT LTD 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.
