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Pensions Administrator (full-time or 4 days per week)

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  • Ref: JM0080

An exciting role has arisen for a Pension Scheme Administrator to join a leading financial services organisation based near Ivybridge. This role will look after all aspects of Group Personal Pension Scheme administration for long-standing corporate clients. My client will consider candidates looking for 4 full days a week or full-time hours.

Pensions Administrator (full-time or 4 days per week) responsibilities include...

  • The preparation of joining packs for new members
  • To deal with admin queries from members
  • To track service related contribution levels and advise members of enhancements to funding
  • To ensure the back-office database is up-to-date
  • To assist in procuring information on past pension payments so the Chartered Financial Planner can advise accordingly
  • To assist the sponsoring employer with Dashboard management
  • To set up telephone conference calls with members and leavers
  • To arrange for annual surgery meetings
  • To produce contribution summaries for members
  • To help facilitate leavers from our Schemes to become fully fledged private clients
  • To track monthly changes to report to corporate clients for their monthly payroll
  • To utilise Provider system databases for the Schemes my client manages

Pensions Administrator (full-time or 4 days per week) requirements include...

  • Ideally experience of working in a Financial Planning Practice
  • Experience in Private Client wealth management administration would be advantageous
  • Strong IT skills including MS Office
  • A bright and positive mental attitude
  • Excellent telephone manner
  • A team player with adaptability
  • The ability to make suggestions and help to improve my client’s processes and systems wherever possible

This is a fantastic opportunity that would suit someone looking for a long-term role in Financial Services. My client offers some excellent benefits including, a competitive salary, Group SIIP membership, free parking and a fantastic rural location! Please get in touch with Jayne at Cathedral Appointments to find out more! 

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