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Saltus

Pensions Administrator - FTC

Winchester
£28k – £30k/yr
Posted about 22 hours ago
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Pensions Administrator

We are recruiting a Pensions Administrator to join our team on a fixed-term contract until May 2027, based in our Whiteley office with the benefit of a hybrid working environment.

The successful candidate will play a key role in supporting the administration of our pension services, ensuring the accurate and timely processing of customer requests while delivering an exceptional client experience. This will include setting up new plans and contributions, processing transfers and withdrawals, managing customer communications, and maintaining accurate records across our systems.

Working closely with colleagues across the business, the role requires a proactive approach, strong organisational skills, and a commitment to continuous improvement. The successful candidate will be encouraged to identify opportunities to enhance processes, contribute to team success, and champion our customer-focused culture.

Why Saltus?

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.

We are a successful LLP, with a number of offices across England including London, Bath, Newcastle and South Wales. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

Saltus is an independently owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.

Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

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The Role and Responsibilities

Role overview

In the role of Pension Administrator, you’ll play a pivotal role in ensuring smooth operations and seamless interactions with our valued clients. This is a Fixed Term contract until May 2027. The key areas of the role are as follows:

  • Effectively carry out processing requests from our customers, these include:
    • Setting up new plans
    • Setting up contributions
    • Requesting transfers and tracking progress
    • Processing withdrawals
    • Other niche processes (e.g. transfers out, deceased etc.)
  • Effectively managing email service, in a customer focussed manner
  • Answering both internal and external telephone calls
  • Active participator in meetings
  • Train other members of the team
  • To be an advocate for the Saltus Culture
  • Helping other teams when needed

Responsibilities

As a Pensions Administrator you are responsible for:

  • Always delivering excellent customer service
  • Put yourself in the customers shoes, suggest and drive forward ways where we can improve
  • Build excellent relationships with our customers – internal and external
  • Complete work to a high level of accuracy
  • Effectively self-manage your work, with minimal oversight
  • Take responsibility for the data in our systems to ensure it is accurate and up to date
  • Actively seek ways to improve quality and efficiency in our working practices and processes
  • Embed our error/root cause analysis ethos into your daily routine
  • Refers to documented procedures, providing feedback to owner
  • To be a great team player
  • To take full ownership of your own development and progression

Skills and Experience

As a Pensions Administrator, you will generally have / be:

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  • 2+ years in a Financial Services environment
  • An excellent communicator who is also down to earth and can work well in a team
  • Super organised and resilient
  • Curiosity for solving process problems
  • A ‘growth mindset’, i.e. an appetite for testing yourself and using past mistakes as a springboard to keep improving
  • A technology native who has applied experience with Microsoft Excel, but who is comfortable applying that knowledge to other systems.
  • Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously
  • The ability to form successful professional relationships both internally and externally

Where will I be working?

We are looking for someone for our Whiteley office, and offer hybrid working, currently 3 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for. We are passionate about championing flexible working for our people, so if there’s a slightly different working pattern that you’re looking for, then please come and have a chat to us about it!

What benefits do I get when working for Saltus?

The salary is between £28,000-£30,000pa depending on experience. Alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. The role is 37.5 hours per week between the hours 8.30am-5.30pm.

Just as importantly, you’ll get to experience our culture, which we really do live and breathe, ensuring that Saltus is a fantastic place to work for every single one of our 500+ people. We work hard, but we have an awful lot of fun along the way. If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you.

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Skills

Pension Administration
Customer Service
Microsoft Excel
Time Management
Organization
Communication
Data Accuracy
Process Improvement
Relationship Management
Financial Services Knowledge

Location

Winchester, England, United Kingdom

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