Pension Transfer Administrator

5 days ago


Congleton, United Kingdom Direct Wealth Management Ltd Full time

An exciting new role has arisen for an experienced administrator to join a well-established and expanding financial services organisation. The company offers a supportive and collaborative working environment, where you will feel like an integral part of the team, with excellent potential for career development as well as ongoing training.

Responsibilities include:

- Completing New Business procedures for LOAs
- Submitting requests to pension providers
- Chasing outstanding information
- Updating systems with product information, including closing off plans
- Progressing cases to completion
- Completing and submitting transfer forms
- Sending out policy documents
- Completing compliance procedures for all cases
- Handling incoming post and documentation, including updating systems

Working Hours - 9.00am to 17.00pm or 10.00am to 18.00pm

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Yearly bonus

Ability to commute/relocate:

- Congleton: reliably commute or plan to relocate before starting work (preferred)

**Experience**:

- Administration: 2 years (required)

Work Location: In person



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