Pensions Administrator

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