Join an independent pensions services provider in a varied role managing your own client portfolio and supporting the administration of pension and annuity arrangements.

This opportunity suits an experienced administrator with strong attention to detail, a client-focused approach and an interest in developing their technical pensions knowledge.

The role

• Manage the day-to-day administration of your own portfolio, delivering accurate and timely service to clients and professional intermediaries.

• Process client transactions, new business applications, death cases, closures, payments and receipts.

• Maintain statutory records, prepare minutes and ensure compliance with scheme rules, policies and relevant legislation.

• Coordinate the appointment and ongoing review of third-party providers, including asset managers, auditors and custodians.

• Support compliance monitoring and periodic reviews, collate and review financial data, and follow up outstanding fees.

• Help junior colleagues resolve queries and proactively raise issues with your line manager.

About you

• At least three years’ relevant experience, including managing your own client portfolio.

• A relevant professional certificate, either attained or in progress.

• Ideally educated to A-level standard or equivalent.

• Excellent communication, numeracy and computer skills.

• Strong organisational skills and attention to detail, with the ability to multitask and meet deadlines with minimal supervision.

• A positive, collaborative approach and the ability to respond promptly to client and intermediary requests.

Experience of multi-member schemes and EFURBS would be advantageous.

What’s on offer

You’ll join a collaborative team where openness and respect are valued. Ongoing on-the-job training, external courses where required, and support for professional study and continuing professional development will help you build your expertise.