Pensions Administrator

Location: Teesside (Office Based) Salary: Competitive, dependent on experience Job 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