Job ID 11912

Pensions Administrator

Required Skills

Job Description


Company Introduction

Our client specialises in retirement planning.

Job Responsibilities and Duties

  • Review and process application forms, KYC documents, welcome packs, investment packs, discharge forms, investment forms, dealing instructions, withdrawal instructions, IFA fee requests, and other payment requests;
  • Calculate income and lump-sum payments in full compliance with HMRC rules and the Retirement Pensions Act;
  • Execute trades for foreign currency exchanges and ensure timely fund transfers;
  • Ensure all retirement benefits are paid to Members on their due dates, and that IFA fees and annual management fees are processed promptly;
  • Review and submit HMRC reports accurately and within deadlines;
  • Liaise effectively with Investment Companies, Ceding Pension Companies, IFAs, and Members;
  • Adhere to turnaround times, internal policies, procedures, and regulatory standards;
  • Maintain positive client relationships and provide professional support;
  • Stay informed of changes in pension legislation and regulations;
  • Perform general administrative tasks as required;
  • Report to the Team Leader and provide updates on assigned responsibilities.

Experience

  • Experience in pensions, funds, or insurance is a plus, but not required as comprehensive training will be provided;
  • Excellent verbal and written communication skills in English.

Personal Skills

  • Strong business writing and correspondence abilities;
  • Ability to work independently, manage multiple tasks, and prioritise effectively.

Senior Recruitment Consultant

Sectors Finance, Accounting, Audit

Contact

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