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.
Established in 1995, Brookson has been supporting freelancers, contractors and self‑employed professionals for 30 years. With our head office in Warrington and additional UK offices in London, Coventry and Bournemouth, we have grown into a trusted provider of accountancy, tax and financial services support.
Now part of the People2.0 group, we continue to innovate and expand, offering our employees a dynamic and rewarding place to build their careers.
Our Coventry office (CV5) is easily accessible by car and just an 8‑minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days per week in the office and flexibility to work from home for the remaining days.
Internally, the job title for this role is Financial Services Administrator.
What will you be doing as a Pension Administrator?
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
At Brookson, we want everyone to feel valued and supported. 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
Next steps
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.
Contact Detail:
Brookson (A People2.0 Company) Recruiting Team
We think you need these skills to ace Pension Administrator
Some tips for your application 🫡
Show Your Passion:Make sure to express your passion for delivering high-quality service in your application. We want to see that you’re excited about working in a fast-paced, customer-focused environment like ours!
Tailor Your CV:Customise your CV to highlight relevant skills and experiences that align with the Pension Administrator role. We love seeing how your background fits into our team and the specific responsibilities outlined in the job description.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that make it easy for us to see your qualifications and how you can contribute to our team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Brookson.
