Job Description
Location: Teesside (Office Based)Salary: Competitive, dependent on experienceJob Type: Full-time, Permanent
The Role
Reed Financial Services are working with a well-established, family-owned firm of Independent Financial Advisers who are looking to recruit a Pensions Administrator due to continued growth.
This is a varied and client-focused role, supporting advisers and clients across a broad range of pension arrangements. The business prides itself on long-term relationships, high-quality advice and a supportive working culture.
Key Responsibilities
* Administering a range of pension products in line with FCA requirements
* Processing pension contributions, transfers, retirements and benefit payments
* Maintaining accurate client records and pension documentation
* Acting as a point of contact for pension-related queries via phone and email
* Liaising with pension providers, platforms and insurers to progress cases
* Preparing pension information and valuations for adviser meetings
* Supporting wider investment and insurance administration when required
* Keeping up to date with pension and tax legislation
The Person
* Previous experience in pensions administration, ideally within an IFA or financial planning environment
* Good working knowledge of pension products and processes
* Strong attention to detail and organisational skills
* Confident using Microsoft Office and pension administration systems
* Excellent written and verbal communication skills
* Able to manage multiple tasks and work to deadlines
What’s on Offer
* Competitive salary based on experience
* Supportive, close-knit and professional working environment
* Long-term career stability within a respected independent firm
* Exposure to a broad range of pension cases