SURREY HILLS WEALTH MANAGEMENT LTD
Pensions Administrator
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Pensions Administrator
Camberley, Surrey
Full-time, Permanent
Up to £28,000 - £33,000 depending on experience.
Please note: you must be authorised to work in the UK
Our client is an independent financial planning business committed to providing bespoke financial advice with clients at the heart of its approach. With experienced financial advisers leading the business, our client combines financial planning expertise with streamlined, digital processes to provide a straightforward and professional service.
As a Pensions Administrator, you will provide essential administrative support across pension and financial planning cases, working closely with advisers and other members of the team. You will help ensure client records, documentation, and pension-related processes are handled accurately and efficiently while maintaining high standards of client service.
Key Responsibilities:
- Provide comprehensive administrative support for pension and financial planning cases
- Process new business applications, pension transfers, and other client instructions
- Liaise with pension providers, investment companies, and other third parties to obtain information and progress cases
- Request and collate pension valuations, policy information, and supporting documentation
- Maintain accurate and up-to-date client records and documentation
- Prepare client files and supporting information for advisers
- Monitor applications and outstanding cases, following up with providers where required
- Handle client and provider correspondence professionally and efficiently
- Assist with the preparation and processing of pension contributions, withdrawals, and transfers
- Ensure administration is completed accurately and in accordance with internal procedures and relevant regulatory requirements
- Support the wider team with general financial services administration as required
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Key Skills and Qualifications:
- Previous experience in pensions administration, financial services administration, or a similar role
- Good knowledge of pensions and an understanding of the financial planning process
- Experience dealing with pension providers and financial services organisations
- Excellent attention to detail and a highly organized approach to work
- Strong written and verbal communication skills
- Confident using IT systems, databases, and Microsoft Office applications
- Ability to manage multiple cases and priorities effectively
- A professional and client-focused approach
- Ability to work both independently and as part of a collaborative team
- Relevant financial services or pensions qualifications would be advantageous but are not essential
Benefits:
- Competitive salary dependent on experience
- Full-time, permanent position
- Opportunity to develop your pensions and wider financial services knowledge
- Supportive and professional working environment
- Opportunity to work closely with experienced financial advisers
- Scope for continued professional development and career progression
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This is an excellent opportunity for an experienced Pensions Administrator or Financial Services Administrator looking to develop their career within a professional, client-focused financial planning environment. If you are organized, detail-oriented, and have experience supporting pension or financial planning cases, our client would be pleased to hear from you.
How to Apply:
If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to complete your application and provide any other supporting documents.
You must be authorised to work in the UK. No agencies, please.
Other suitable skills and experience includes Pensions Administrator, Pension Administrator, Financial Services Administrator, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Client Services Administrator, Pensions Assistant, Investment Administrator, Financial Adviser Support, IFA Support, Pension Transfer Administrator, and Financial Services Support.
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