Pensions Administrator

• Manage a portfolio of clients on a day-to-day basis, ensuring high-quality service delivery;
• Process complex investment transactions accurately and within required timeframes;
• Liaise with professional intermediaries to coordinate tax, legal, and investment-related matters;
• Ensure statutory records are maintained accurately and kept up to date at all times;
• Conduct periodic entity reviews in line with assigned risk classifications;
• Respond to queries raised through compliance monitoring processes;
• Support the onboarding of new business by coordinating with the compliance team;
• Process both internal and external payments in a timely manner;
• Monitor and follow up on outstanding fees and debtor balances;
• Collect, review, and analyse financial data relevant to client entities;
• Review and assess the suitability of appointed third parties, including financial and investment advisors;
• Liaise with internal departments on accounting and taxation matters;
• Communicate effectively with clients and intermediaries via telephone and written correspondence;
• Provide support and guidance to junior team members when required;
• Ensure adherence to internal policies, procedures, and applicable legislation;
• Proactively escalate issues to the line manager where necessary;
• Follow all compliance and risk management procedures;
• Deliver a high standard of client service within agreed deadlines.

• Ideally educated to A-Level standard or higher;
• Previous experience managing a portfolio of clients is required;
• Experience in a similar role within financial services, corporate services, or a related environment will be considered an asset;
• Good level of numeracy and proficiency in computer applications.

• Strong ability to manage multiple tasks and respond efficiently to client and intermediary requests;
• Excellent communication skills, both written and verbal;
• High level of attention to detail and accuracy;
• Strong organisational skills with the ability to meet deadlines with minimal supervision;
• Positive and proactive attitude;
• Team-oriented mindset with the ability to collaborate effectively.

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