Job Description
At Adaptable Recruitment, we're delighted to be supporting a leading financial services organisation with a fantastic opportunity for a Customer Services Executive within their growing pensions administration team. This is a brilliant role for someone who loves accuracy, responsibility and delivering high quality service.Salary: Up to £30,000 depending on experience Location: Liverpool - Hybrid option - 1 day from home Industry: Financial Services / Pensions AdministrationEmployment Type: Full time - Permanent Reporting to: Team ManagerJob Summary:
A leading financial services provider is seeking a Customer Services Executive to support the processing of income payments, death benefits, divorce cases and regulatory reporting within a pensions environment. This role ensures accurate administration, compliance with legislation, and a professional service to members and advisers.
Main Responsibilities to include:
* Manage the end to end processing of income, benefit and payroll activities.
* Apply Scheme rules, legislation and internal controls accurately.
* Ensure full compliance with regulatory and statutory reporting timelines.
* Handle death benefit cases with sensitivity, confidentiality and professionalism.
* Maintain and organise all required statutory documentation.
* Prepare and submit regulatory reports with high levels of accuracy.
* Develop effective working relationships with members, advisers and internal teams.
The Ideal Candidate:
* Highly organised with strong attention to detail.
* Comfortable working with financial data and regulated processes.
* Able to handle sensitive cases with discretion and care.
* Strong communicator, both written and verbal.
* Thrives in a structured, deadline driven environment.
* Professional, proactive and committed to delivering a high quality service.
Qualifications, Skills & Experience Required:Essential
Knowledge
* Understanding of legislation surrounding income and benefit payments.
* Awareness of death benefit and divorce case administration.
* Familiarity with payroll processes, controls and reconciliation.
Skills
* Strong numerical accuracy and data analysis skills.
* Ability to identify errors and inconsistencies.
* Excellent attention to detail across financial and personal data.
* Clear, professional communication with a range of stakeholders.
* Ability to prioritise workloads to meet legal and payroll deadlines.
Experience
* Income, benefits or payroll administration experience.
* Exposure to death benefits or divorce?related casework.
* Experience preparing and submitting regulatory reports.
* Background in a regulated, audited or controlled environment.
* Relevant qualifications in payroll, pensions, finance or administration (or equivalent experience).