At a Glance
- Tasks: Support Financial Advisors and manage client pension cases with a focus on quality service.
- Company: Join Brookson, a trusted provider of financial services since 1995.
- Benefits: Enjoy hybrid working, generous leave, and wellbeing perks like gym discounts.
- Other info: Dynamic team environment with opportunities for professional growth and development.
- Why this job: Make a real difference in clients' lives while building your career in finance.
- Qualifications: Strong communication skills and attention to detail; experience in finance is a plus.
The predicted salary is between 30000 - 40000 € per year.
If you're passionate about delivering a high-quality service and enjoy working in a fast‑paced, customer‑focused environment, we’d love to hear from you. Join our team where you’ll support our Financial Advisors and play a key role in ensuring an excellent experience for our clients.
As a Pension Administrator within our Financial Services team, you will provide essential support to our Advisors, helping to ensure cases are progressed smoothly, compliantly and to a high standard. Your responsibilities will include:
- Providing end‑to‑end administrative support on client pension cases, from application through to completion
- Supporting new and existing clients via phone and email, delivering a proactive, professional and customer‑focused service
- Managing and maintaining accurate client records, ensuring all documentation meets internal, regulatory and compliance standards
- Supporting Advisors with suitability reports, reviews and wider pension administration
- Carrying out checks such as Prevention of Money Laundering (PML), fee reconciliation and invoicing
- Working closely with the wider team to meet service level agreements (SLAs), support compliance requirements and contribute to team improvements
What qualities will help you thrive as a Pension Administrator?
- Strong communication skills, both written and verbal, with a friendly telephone manner
- Excellent time management skills and the ability to manage your own workload
- Confident building rapport with clients and working in a customer‑facing role
- A strong attention to detail to ensure data accuracy and compliance
- Comfortable working towards KPIs and targets
- Proficiency in Microsoft Office
- A collaborative, team‑focused approach
- Previous experience within pensions or financial services is desirable but not essential
In return for joining Brookson as a Pension Administrator, we offer a wide range of benefits alongside a strong commitment to colleague engagement, wellbeing and professional development. Benefits include:
- Hybrid working
- 5% company pension contribution after 3 months
- 23 days’ annual leave plus bank holidays and your birthday off each year
- 2 Press Pause days per year – dedicated time to focus on your wellbeing
- Free financial advice, including pensions, mortgages and savings
- Wellbeing benefits including discounted gym membership, direct GP access and an in‑house Mental Health First Aid team
If you are interested in being considered for this opportunity, please apply with your CV, highlighting your relevant skills and experience. Regardless of the outcome of your application, all candidates will be contacted. If your application is successful, Vicky from our Talent Team will be in touch within three working days to guide you through the next steps.
Pension Administrator in Leicester employer: Brookson (A People2.0 Company)
At Brookson, we pride ourselves on being an excellent employer, offering a dynamic and rewarding work environment in our Coventry office. With a strong commitment to employee wellbeing and professional development, we provide hybrid working options, generous leave policies, and unique benefits such as free financial advice and dedicated wellbeing days. Join us to be part of a collaborative team that values your contributions and supports your career growth in the financial services sector.
Contact Detail:
Brookson (A People2.0 Company) Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Pension Administrator in Leicester
✨Tip Number 1
Network like a pro! Reach out to current employees at Brookson on LinkedIn or other platforms. Ask them about their experiences and any tips they might have for landing the Pension Administrator role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pensions and financial services. We want to see that you’re genuinely interested in the field, so be ready to discuss how you can contribute to our team.
✨Tip Number 3
Show off your communication skills! During interviews or phone calls, make sure to demonstrate your friendly telephone manner and ability to build rapport with clients. This is key for a customer-focused role like this.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our dynamic team at Brookson.
We think you need these skills to ace Pension Administrator in Leicester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Pension Administrator role. Highlight any relevant experience in financial services or customer support, and don’t forget to showcase your strong communication skills!
Showcase Your Skills:In your application, emphasise your attention to detail and time management skills. These are key qualities we’re looking for, so give examples of how you've demonstrated these in previous roles.
Be Professional Yet Friendly:Since this role involves a lot of client interaction, make sure your written application reflects a professional yet friendly tone. We want to see that you can build rapport with clients right from the start!
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It’s super easy, and you’ll be able to provide all the necessary information we need to consider your application.
How to prepare for a job interview at Brookson (A People2.0 Company)
✨Know Your Stuff
Before the interview, make sure you understand the basics of pension administration and the services offered by Brookson. Brush up on relevant regulations and compliance standards, as this will show your commitment to delivering a high-quality service.
✨Showcase Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or colleagues in the past, especially in a customer-focused environment.
✨Demonstrate Attention to Detail
Bring along examples of your work that highlight your attention to detail. Whether it’s managing client records or ensuring compliance, being able to discuss specific instances where you’ve excelled in accuracy will impress your interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, service level agreements, and how success is measured in the role. This not only shows your interest in the position but also helps you gauge if Brookson is the right fit for you.
