Pensions Administrator

Our client, a leader in private wealth, is recruiting for a Pensions Administrator to join their Newcastle-under-Lyme office, Staffordshire.

The role requires a competent and experienced individual who can oversee and manage the day-to-day administration of clients as well as having the knowledge, expertise, and capability to resolve more complex issues which will have been escalated.

Key responsibilities

• To provide an efficient and consistent administration service to clients
• Ensuring high and accurate standards of work at all times
• Processing of Pensions schemes for clients including transfers, surrenders, retirements, annuities, and investment business
• Ensure that records are accurately updated, and timely response is given to client queries via telephone, email or in writing
• Liaising with clients and 3rd party companies over the telephone and in writing

Essential skills and attributes:

• Previous experience within Financial Planning, Wealth Management Industry
• Experience within the Pensions Industry and especially with Money Purchase and SIPPs
• A good working knowledge of the concepts of HMRC rules and practice, and the wider regulatory obligations

Additional information:

• 35 Hour Week - office based
• Training and development opportunities
• Bonus scheme
• Private medical insurance
• Social events throughout the year with all offices