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- Tasks: Manage your own portfolio of pension clients and ensure accurate administration.
- Company: Established financial services firm with a supportive team culture.
- Benefits: Up to £30,000 salary, 25 days holiday, annual bonus, and private medical insurance.
- Why this job: Take ownership of your work and grow your career in a professional environment.
- Qualifications: Experience in pensions administration and strong attention to detail required.
- Other info: Flexible working hours and opportunities for professional development.
The predicted salary is between 30000 - 30000 £ per year.
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 are 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 will be responsible for managing a portfolio of pension clients, handling everything from onboarding through to ongoing administration. You will 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
- Annual bonus/OTE (7%)
- Private Medical Insurance (after qualifying period)
- 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
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 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 Liverpool employer: ADAPTABLE RECRUITMENT LTD
Contact Detail:
ADAPTABLE RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Administrator in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who know about pensions. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to pensions administration. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and knowledge of FCA and HMRC regulations.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your previous work in pensions administration. Include examples of how you've managed client portfolios and ensured compliance with regulations – this will make you stand out!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Pensions Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pensions Administrator role. Highlight your experience in pensions administration and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about pensions and how you can contribute to our team. Keep it professional but let your personality come through.
Showcase Your Attention to Detail: As a Pensions Administrator, attention to detail is key. In your application, provide examples of how you've managed multiple cases accurately and efficiently. We love seeing candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at ADAPTABLE RECRUITMENT LTD
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of pensions legislation and FCA/HMRC rules. Being able to discuss these confidently will show that you're not just familiar with the basics, but that you truly understand the intricacies of pensions administration.
✨Showcase Your Attention to Detail
Since this role requires managing multiple cases and ensuring accuracy, prepare examples from your past experience where your attention to detail made a difference. This could be anything from catching an error in documentation to successfully managing a complex client case.
✨Prepare for Client Scenarios
Think about potential scenarios you might face as a Pensions Administrator, such as handling client queries or resolving issues. Practising how you would approach these situations can help you demonstrate your problem-solving skills during the interview.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare some thoughtful questions about the company culture, team dynamics, or specific processes related to SIPP administration. This shows your genuine interest in the role and helps you assess if it's the right fit for you.