At a Glance
- Tasks: Manage pension client portfolios and ensure top-notch administration.
- Company: Established financial services organisation in Liverpool with a supportive team.
- Benefits: Up to £35,000 salary, 25 days holiday, private medical insurance, and annual bonus.
- Other info: Hybrid work model with excellent career development opportunities.
- Why this job: Join a growing team and make a real difference in clients' financial futures.
- Qualifications: Experience in pension administration and strong understanding of regulations required.
The predicted salary is between 30000 - 35000 € per year.
About the Role
The role is a pivotal position within a growing SIPP operations team, supporting a long‑established financial services organization in Liverpool. The successful candidate will manage a portfolio of pension clients from onboarding through to ongoing administration, delivering high‑quality service to both clients and advisers within a regulated financial services environment.
Compensation and Location
- Salary: up to £35,000
- Location: Liverpool (Hybrid – 1 day from home after training)
- Contract: Full-time, Permanent
- Industry: Financial Services / Pensions
Responsibilities
- Manage a portfolio of pension clients, ensuring all administration is completed accurately, efficiently, and within SLA.
- Act as the primary point of contact for clients, IFAs, and internal stakeholders.
- Process all aspects of SIPP administration, including:
- New business processing and transfers in
- Contributions and benefit crystallisations
- Transfers in and out
- Income payments (drawdown, UFPLS)
- Death benefit cases
- Ensure all work complies with FCA regulations, HMRC rules, and internal procedures.
- Maintain accurate and up‑to‑date client records and documentation.
- Identify and escalate risks, breaches, or complaints in line with company policy.
- Support audits and regulatory reporting as required.
- Contribute to ongoing process improvements and operational efficiency initiatives.
Qualifications
- Essential
- Proven experience in pension administration.
- Strong understanding of pensions legislation, HMRC rules, and FCA requirements.
- Experience handling a variety of SIPP investments, including property (desirable but valuable).
- Excellent organisational skills with the ability to manage a busy caseload.
- High level of accuracy and attention to detail.
- Strong communication skills when dealing with clients and advisers.
- Desirable
- Progress toward or completion of relevant industry qualifications (e.g., CII, PMI).
- Experience within a SSAS or SIPP environment.
Key Skills
- Ownership and accountability.
- Client‑focused approach.
- Strong problem‑solving and decision‑making skills.
- Effective time management and prioritisation.
- Collaborative team player.
Benefits
- 25 days holiday + bank holidays.
- Annual bonus (7 %).
- Private Medical Insurance (after qualifying period).
- Sick pay (after qualifying period).
- 4× salary death‑in‑service benefit.
Pension Administration employer: Adaptable Recruitment
Join a dynamic and supportive team within a well-established financial services organisation in Liverpool, where your role in Pension Administration will be pivotal to our clients' success. We offer a hybrid working model, competitive salary, and a comprehensive benefits package including 25 days holiday, private medical insurance, and an annual bonus, all within a culture that prioritises employee growth and operational excellence. Experience a collaborative environment that values your contributions and encourages professional development in the thriving pensions sector.
StudySmarter Expert Advice🤫
We think this is how you could land Pension Administration
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about pension administration. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions legislation and FCA regulations. We want you to shine when discussing your experience with SIPP investments and client management!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for roles that fit your skills in pension administration – we’ve got some great opportunities waiting for you!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Pension Administration
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Pension Administration role. Highlight your experience in pension administration and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail:In this role, accuracy is key! Use your application to demonstrate your attention to detail. Maybe mention a time when you caught an error or improved a process – it’ll show us you’re the right fit.
Be Client-Focused:Since you'll be the primary point of contact for clients, make sure to highlight your strong communication skills. Share examples of how you've provided excellent service in previous roles – we love to see that client-focused approach!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on board with our fantastic team!
How to prepare for a job interview at Adaptable Recruitment
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of pensions legislation, HMRC rules, and FCA requirements. Being able to discuss these confidently will show that you're not just familiar with the basics but are ready to handle the complexities of pension administration.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed client relationships in the past. Highlight your communication skills and how you've ensured high-quality service delivery. This role is all about being the primary point of contact, so demonstrating your client-focused approach is key.
✨Demonstrate Attention to Detail
Since accuracy is crucial in pension administration, be ready to discuss how you ensure precision in your work. You might want to share specific instances where your attention to detail made a difference, especially when processing contributions or handling benefit crystallisations.
✨Be Ready to Discuss Process Improvements
Think about any past experiences where you've contributed to operational efficiency or process improvements. Companies love candidates who can identify areas for enhancement, so come prepared with ideas or examples of how you've made a positive impact in previous roles.
