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Pensions Administrator

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Job Industry:

Administration and Office - Banking and Financial

Job Location:


Job Description:

RecruitGibraltar are currently helping our client who is a very well established and successful financial services provider who has a great opportunity for a Pensions Administrator. This is a challenging role in a company going through an exciting growth phase and represents a great opportunity to progress your career.

What is the plan for the Pensions Administrator role?

To assist the pensions administration team with the processing of new business, pension transfers, and benefit calculations. Excellent communication skills will be required in order to deliver a first class customer service to financial advisers.

What will you do as a Pensions Administrator?

 Processing new business using the back office system
 Arranging transfers from ceding scheme providers
 Preparing welcome packs
 Administering pension products, maintaining and updating client details, answering queries by phone, letter, and email
 Processing withdrawal forms and dealing instructions
 Ensuring records are accurate and compliant with regulations
 Maintenance of client data within the primary back office system
 Assisting with financial transactions, completing payment requisition and obtaining appropriate back-up, as required
 Dealing with ad hoc requests - phone, letter, and email
 Scanning, filing, and linking documents
 Keeping up-to-date with pension and tax laws
 Meeting set targets, service level agreements, KYC, Due Diligence

What do you know that makes you a great Pensions Administrator?

 Previous experience working in a financial services environment ideally within a pensionís team
 Experience with: Establishing new clients, Money in and out administration, Carrying out investment instructions, Calculating retirement and death benefits
 Must have keen attention to detail
 Able to meet deadlines without compromising work quality
 Organised and flexible in approach and able work under pressure
 Educated to at least GCSE level specifically with passes in English and Maths

You will already live in the local area

Salary £18k - £25k based on experience with private healthcare.

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