Quantuma
Pensions Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Organon Trustees Part of K3 Advisory Group
We are a specialist provider of bespoke self-invested pension solutions tailored for professional advisers and High Net Worth clients. As an established name in self-invested pensions, we pride ourselves on delivering a high-class, professional, yet personal service.
Primary Purpose
To join our team as a Pensions Administrator, operating within a pension services environment where deep technical expertise and practical experience are core strengths. Full onsite training will be provided within our Stockport (SK4) office, working full-time (9am–5pm, Monday–Friday, with 1 hour unpaid lunch). Ideal for recent graduates or individuals keen on financial services careers.
Ample career progression opportunities exist, backed by full support towards industry-recognised qualifications.
Role Details
Key Responsibilities
- Learn and implement all operational aspects of UK self-invested pension schemes, including:
- Bank account reconciliations for clients
- Database maintenance for accurate client records
- Monthly/annual payroll management for client accounts
- Online banking payments initiated from client accounts
- Invoicing systems for clients and third parties
- New business onboarding via applications
- Projections and illustrations:
- Initial, annual, and ad-hoc financial projections
- Calculation and processing of benefit payments and reviews
- Investment administration:
- Coordination with insurers/investment managers on transfers
- Valuations, new investments, and custodial duties
- Client support:
- Handling queries via email, letter, telephone, and face-to-face interactions
- Maintaining relationships with clients, financial advisers, and intermediaries
- General administrative tasks:
- Filing, scanning, and postal correspondence
- Additional technical/administrative projects to meet business needs
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements & Qualities
To thrive in this role, you’ll need to demonstrate:
- Passion for excellence in delivering high-quality client service
- Strong ability to organise and prioritise tasks while meeting deadlines
- Excellent communication skills, backed by a customer-focused attitude
- A calm, welcoming, and professional demeanour
- Sharpened attention to detail critical for accuracy
- IT proficiency—computer literacy skills are essential
- Advantage: Any prior experience or knowledge in financial services welcomed
Benefits & Terms
- Salary: £25–£26K per annum (depending on experience)
- Pensions: Money-purchase pension scheme and life assurance
- Leave: 22 days annual leave, including public holidays (increases with service)
- Training & Development: Full support onsite for industry qualifications Engagement closed to applications — formal on-site induction follows offers
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills