Administrator, Pensions Administrator in Guildford, Surrey

Job Description Take the next step in your financial services career as a Pensions Administrator, joining a client-focused team where you’ll play a key role in delivering a professional and efficient service. Pensions Administrator Full-time, Permanent Up to £28,000 - £33,000 depending on experience. Our client is an independent financial planning business committed to providing bespoke financial advice with clients at the heart of its approach. With experienced financial advisers leading the business, our client combines financial planning expertise with streamlined, digital processes to provide a straightforward and professional service. As a Pensions Administrator, you will provide essential administrative support across pension and financial planning cases, working closely with advisers and other members of the team. You will help ensure client records, documentation and pension-related processes are handled accurately and efficiently while maintaining high standards of client service. Provide comprehensive administrative support for pension and financial planning cases Process new business applications, pension transfers and other client instructions Liaise with pension providers, investment companies and other third parties to obtain information and progress cases Request and collate pension valuations, policy information and supporting documentation Assist with the preparation and processing of pension contributions, withdrawals and transfers Ensure administration is completed accurately and in accordance with internal procedures and relevant regulatory requirements Support the wider team with general financial services administration as required Previous experience in pensions administration, financial services administration or a similar role Good knowledge of pensions and an understanding of the financial planning process Experience dealing with pension providers and financial services organisations Confident using IT systems, databases and Microsoft Office applications Relevant financial services or pensions qualifications would be advantageous but are not essential Competitive salary dependent on experience Full-time, permanent position Opportunity to develop your pensions and wider financial services knowledge Opportunity to work closely with experienced financial advisers Scope for continued professional development and career progression This is an excellent opportunity for an experienced Pensions Administrator or Financial Services Administrator looking to develop their career within a professional, client-focused financial planning environment. If you are organised, detail-oriented and have experience supporting pension or financial planning cases, our client would be pleased to hear from you. No agencies, please. Other suitable skills and experience includes Pensions Administrator, Pension Administrator, Financial Services Administrator, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Client Services Administrator, Pensions Assistant, Investment Administrator, Financial Adviser Support, IFA Support, Pension Transfer Administrator and Financial Services Support.