Supportive team environment | Genuine long-term progression | Comprehensive training | Excellent benefits package
If you're someone who enjoys organisation, takes pride in getting the details right, and is looking to build a long-term career in financial services without being in a sales role, this
Pensions Case Manager
opportunity could be an excellent fit. You'll join a growing business where training is a priority and your contribution plays a key role in delivering an outstanding client experience.
This is a back-office, administration-focused position supporting clients through the pensions transfer and onboarding process. You'll develop specialist knowledge, take ownership of your own workload, and join a business that is investing heavily in its people, creating genuine opportunities to progress into senior administration, team leadership, or wider operational roles.
Package & Benefits
Salary £30,000 per annum. Monthly performance bonus circa £200-£300 Profit share scheme. 8% employer pension contribution. Death in service cover. Professional qualification support, comprehensive training, and structured career development.
About the Company
You'll be joining a fast-growing financial services business that is investing heavily in its people, technology, and future growth. With a collaborative culture, consistent investment in employee development, and a strong track record of promoting from within, it's an excellent environment for someone looking to build a long-term career in financial services operations.
Key Responsibilities
Manage pension transfer administration from initial instruction through to completion. Process client onboarding, prepare documentation, obtain electronic signatures, and maintain accurate records. Liaise with pension providers and clients to provide regular progress updates and ensure cases move forward efficiently. Take ownership of your workload while supporting advisers and the wider client services team.
About You
Previous administration or client services experience within a professional office environment. Experience managing documentation, customer records, or case administration. Experience using business systems and maintaining accurate administrative records.
If you're looking for a career where you can develop specialist administration skills within a supportive and growing financial services business, we'd love to hear from you, even if your CV isn't fully up to date. Contact Fintelligent for more information or a confidential discussion.
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Locations
Pensions Case Manager in Cheshire, Warrington employer: Fintelligent Search
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