Senior Financial Services Administrator (Corporate Pensions)

24000.00 GBP Annual
27 Sep 2017
25 Oct 2017
Contract Type
Full Time

Our client, a Finance firm in Bristol, are seeking a Senior Financial Services Administrator (corporate pensions) to join their team.

The successful candidate must have very good experience in the corporate pensions area, dealing with group personal pensions. You will be offering a first class administrative service to corporate clients and also providing support to the Corporate Consultant and Employee Benefits Specialist.


  • Group personal pension arrangements
  • Dealing with technical queries in relation to Group Personal Pension schemes e.g. salary sacrifice, tapered annual allowance
  • Auto enrolment including understanding employers duties in respect of AE requirements
  • GPP administration including fund switches, transfer comparisons etc.
  • Up to date with pensions legislation in the corporate market
  • Drafting letters, writing emails
  • Answering and dealing with telephone enquiries
  • Maintaining and updating records
  • Co-ordinating member fund switches
  • Assisting with non-advised transfer analysis
  • Dealing with administrative matters for meetings
  • Processing scheme renewals and checking/issuing accounts
  • Assistance with preparation of data for scheme reviews
  • Oversee the set up of client meetings
  • Controlling and updating Intelligent Office
  • Oversee the preparation of material for client meetings/presentations
  • Assisting with the preparation of fee schedules
  • Generating and reviewing MI reports
  • Preparation and taking of internal meetings
  • Co-ordinating monthly team updates for the intranet

Skills and experience:

  • Have a professional, proactive and positive attitude
  • Be able to communicate effectively in writing and verbally
  • Have good numeracy and literacy skills
  • Be proficient in the use of relevant computer packages
  • Have strong administration skills
  • Be able to prioritise and organise workload
  • Produce work that has a high level of accuracy and attention to detail
  • Be comfortable working in a regulated environment
  • Work well within a small team
  • Be content in a varied support role

For more information about this role, please get in touch with an updated copy of your CV.