Pensions Administrator

Michelle Denny RecruitmentConsultancy is delighted to be partnering with a long-standing and respected wealth management business in Diss, in their search for a capable and detail-focused part-time Administrator to join their supportive team.
This role is part time, entirely office based, salary up to £26,000 pro rata with working hours: 25 Hours per week - Mon – Fri 9am-2pm

What’s on Offer:

• Pro rata salary up to £26,000 per annum
• Monthly team bonus based on performance.
• Welcoming, professional, and collaborative office environment

The Role:

You’ll play a key part in the smooth running of pension transfer and wealth management processes, supporting advisers and clients with a range of administrative duties. A large part of the role involves work on Defined Benefit (DB) pension transfers, so accuracy and regulatory awareness are crucial.

Your responsibilities will include:

• Managing client files and handling sensitive financial information
• Liaising with pension providers and scheme administrators
• Preparing and processing documentation (e.g., Letters of Authority, transfer paperwork)
• Recording accurate data using the in-house system, safeguarding compliance within FCA regulations and operating within their time sensitive deadlines.
• Working collaboratively with the team to report on pension plan activities for management reviews, monitoring changes in legislation as they happen.
• Keeping internal systems up to date and compliant
• Coordinating appointments and client communications

What You’ll Bring:

• Previous experience in financial services administration (pensions or wealth management preferred)
• A good understanding of Defined Benefit pensions and the associated transfer process is highly desirable.
• Excellent attention to detail and high levels of accuracy
• Strong organisational and communication skills
• A proactive attitude and a team-player mindset
• Knowledge of MS Office with the keenness and ability to learn specific pension software (Full training will be given)

If you're looking for a rewarding administrative role within a small close-knit professional environment where your expertise is valued and your time respected, this could be the perfect opportunity.
If you feel this role is for you, get in touch with Julie Cloke for a confidential chat, or simply apply online.