Pensions Administrator - previous experience with Pensions is essential

Location: Liverpool City Centre

Salary: Up to £30,000 DOE

Full-time | Permanent | 8:30am - 5:30pm (flexible if required) | Hybrid

Industry: Financial Services/Defined Contributions Pensions

We're currently recruiting for an experienced Pensions Administrator to join a well-established and growing business. This is a great opportunity to take full ownership of your own portfolio, managing cases from start to finish in a supportive, professional environment.

The Role:

You'll be responsible for managing a portfolio of pension clients, handling everything from onboarding through to ongoing administration. You'll be a key point of contact for clients, advisers, and internal teams, ensuring all work is completed accurately and in line with regulations.

Benefits:

• 25 days holiday + bank holidays
• Discretionary annual bonus/OTE (7%)
• Sick pay (after qualifying period)

Key Responsibilities:

• Manage your own portfolio of pension clients from start to finish
• Act as the main contact for clients, IFAs, and internal teams
• Process all areas of SIPP administration, including:
• New business and transfers in
• Contributions and benefit crystallisations
• Transfers in and out
• Income payments (drawdown / UFPLS)
• Death benefit cases
• Ensure all work complies with FCA and HMRC regulations
• Keep client records accurate and up to date
• Identify and escalate any risks, issues, or complaints
• Support audits and help improve internal processes

What We Are Looking For:

• Previous experience in pensions administration (essential)
• Good understanding of pensions legislation and FCA/HMRC rules
• Experience working with SIPP pensions
• Exposure to property investments within pensions would be a big advantage
• Strong attention to detail and ability to manage multiple cases
• Confident communicator with clients and advisers

Desirable:

• Experience with SIPP and SSAS pensions
• Working towards or completed qualifications (e.g. CII or PMI)

Why Apply?

• Opportunity to take ownership of your own workload
• Supportive and collaborative team environment
• Scope to develop your knowledge and progress your career
• Work in a business that values accuracy, service, and professionalism