Senior Pension Administrator
1 day ago
Successionwealth is a leading provider of financial services, dedicated to delivering exceptional client care and innovative solutions. Our team of experts is passionate about helping individuals and families achieve their long-term goals.
We are seeking an experienced Paraplanner to join our Pensions Team, responsible for providing high-quality support to our Financial Planners and ensuring the smooth delivery of pension planning services.
Salary
£40,000 - £50,000 per annum, depending on experience.
Job Description
As a Paraplanner, you will be responsible for researching and preparing excellent suitability reports, liaising with policy providers, and ensuring accurate client information databases. Your day-to-day tasks will include:
- Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to completion as well as liaising directly with clients.
- Ensuring that our client information database is accurate at all times.
- Having a detailed knowledge of pensions, investments, and estate planning.
Required Skills and Qualifications
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Proficient in Microsoft Office, particularly Excel and Word
* Knowledge of pensions, investments, and estate planning
* Ability to work accurately and efficiently under pressure
Benefits
Successionwealth offers a comprehensive benefits package, including:
- 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution.
- Agile and family-friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity, and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- £450 towards the purchase of home office equipment.
- Group Life Assurance Scheme: 8 x salary.
- Access to the Benefit Hub; discounts on shopping, dining out, holidays, and lots more.
- A range of health benefits, including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health, and Nutrition Sessions, and Employee Assistance Programme.
- Voluntary flexible benefits platform, including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness, and Health Screening.
- Company Events.
Others
We are committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees, we are able to grow, innovate, and deliver excellent client care to help us reach our goals as a business.
-
Senior Pensions Administrator Lead
4 weeks ago
Sheffield, Sheffield, United Kingdom Aon Hewitt Full timeAbout the RoleWe are seeking a highly skilled Senior Pensions Administrator to join our team. As a key member of our administration team, you will be responsible for coordinating workload, monitoring team activity, and maintaining knowledge documents.
-
Pensions Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Broadstone Full timePension Administration RoleThe role of Pension Administrator at Broadstone involves providing pension administration services to clients in accordance with established procedures and control frameworks.Key ResponsibilitiesEvaluate and log incoming enquiries, ensuring required actions are accurately recorded on the workflow system in a timely manner.Support...
-
Pension Administration Professional
5 days ago
Sheffield, Sheffield, United Kingdom Capita Full timeSenior Pensions Solutions ConsultantWe are seeking a highly experienced Senior Pensions Solutions Consultant to join our team at Capita Pensions Solutions. In this role, you will be responsible for delivering high-profile pension projects that will help you learn and evolve new and existing skills.Key Responsibilities:Liaise with clients to understand their...
-
Senior Pensions Administration Specialist
4 days ago
Sheffield, Sheffield, United Kingdom Aon Hewitt Full timeJob OverviewWe are seeking a skilled Pension Administrator to join our team in the Sheffield office. This is a hybrid role that offers the flexibility to work 50% of your week from home and 50% in the office.The successful candidate will have strong attention to detail, excellent communication skills, and a commitment to providing high-quality service.About...
-
Pension Administrator Development
3 weeks ago
Sheffield, Sheffield, United Kingdom Broadstone Corporate Benefits Full timeAre you looking for a challenging and rewarding career in pensions administration? Look no further than Broadstone Corporate Benefits, where we're seeking a Pension Administrator Development specialist to join our team.This role involves working closely with our clients, colleagues, and stakeholders to deliver high-quality services. You'll have opportunities...
-
Pension Administration Expert
3 weeks ago
Sheffield, Sheffield, United Kingdom LGBT Great Full timeAbout the RoleA successful Pension Administration Expert will have previous experience of administering pension schemes, including knowledge of individual member DB pension calculations. This hybrid role offers flexibility to work both virtually and from one of our UK offices, providing the opportunity to collaborate with colleagues across different...
-
Pension Administrator Career Development
1 day ago
Sheffield, Sheffield, United Kingdom LGBT Great Full timeAbout the JobWe are seeking a highly motivated and organized Pension Administrator to join our team in Sheffield. This is a hybrid role that offers the flexibility to work from home and in the office.The successful candidate will have prior administrative or pension experience, with a strong understanding of technical knowledge and behavioral standards.
-
Pension Administration Expert
3 weeks ago
Sheffield, Sheffield, United Kingdom Capita Full timeAbout the RoleWe are seeking an experienced Pension Implementation Consultant to join our team at Capita Pensions Solutions. As a key member of our Implementation Department, you will play a pivotal role in delivering high-quality pension administration solutions to our clients.Key Responsibilities:Lead client implementation projects for workstreamDrive the...
-
Hybrid Pension Administration Role
6 days ago
Sheffield, Sheffield, United Kingdom Aon Hewitt Full timeJob SummaryWe are seeking a highly skilled Pension Administrator to join our team in the Sheffield office. This is a fantastic opportunity to work in a dynamic environment and contribute to the success of our company.The successful candidate will have strong attention to detail, excellent communication skills, and a commitment to providing high-quality...
-
Pension Administrator
3 days ago
Sheffield, Sheffield, United Kingdom Aon Hewitt Full timeJob DescriptionWe are seeking an experienced Pension Administrator to join our team in the Sheffield office. This is a unique opportunity to work in a fast-paced environment and contribute to the success of our company.The successful candidate will have strong attention to detail, excellent communication skills, and a commitment to providing high-quality...
-
Senior Commercial Administrator
1 day ago
Sheffield, Sheffield, United Kingdom Robertson Group Full timeRobertson Group is seeking a Senior Commercial Administrator to join their team in Sheffield. This role involves providing commercial administrative support to the YEM commercial team, managing subcontractor authorisation processes, and assisting with document collation and submission.The successful candidate will have excellent computer literacy and IT...
-
Pensions Administration Coordinator
3 days ago
Sheffield, Sheffield, United Kingdom Successionwealth Full timeWe are seeking an experienced Financial Planning Assistant Manager to join our team at Successionwealth. As a key member of our financial planning team, you will play a crucial role in supporting our Financial Planners and ensuring a positive experience for our clients.About the Role:Liaising with policy providers for policy details, obtaining policy...
-
Senior Benefits Administrator
4 days ago
Sheffield, Sheffield, United Kingdom Alexander Lloyd Full timeJob Description:We are seeking a Senior Benefits Administrator to join our team at an established employee benefits & pensions consultancy. This role is perfect for those with experience in flexible benefits administration who can provide high levels of customer service.The successful candidate will be responsible for ensuring the flexible benefits platform...
-
Senior Administration Services Expert
4 weeks ago
Sheffield, Sheffield, United Kingdom Aon Full timeJob DescriptionAs a Senior Administration Services Expert, you will be responsible for delivering high-quality administrative support to our clients in the pensions industry.Your key responsibilities will include:Producing and analyzing data reports for internal and external clientsIdentifying solutions to resolve data queries and issuesPlanning,...
-
Senior Pension Actuary
3 days ago
Sheffield, Sheffield, United Kingdom Alpha Consulting Recruitment Limited Full timeJob SummaryWe are seeking a Senior Pension Actuary to join our team as an Actuarial Advisory Lead. The successful candidate will have a strong background in actuarial advisory work and experience in leading teams and managing projects.This is an excellent opportunity for a talented individual to take on a senior role and drive the future strategy of our...
-
Pension Expert
4 weeks ago
Sheffield, Sheffield, United Kingdom Aon Full timeAon is seeking a skilled Pension Administrator to join our team in Sheffield.This hybrid role offers the flexibility to work 50% of your time from home and 50% in our office, allowing you to connect with colleagues while maintaining a great work-life balance.As a Pension Administrator, you will be responsible for accurately processing transactions and...
-
Senior Administrative Coordinator
6 days ago
Sheffield, Sheffield, United Kingdom Sheffield Health & Social Care NHS Foundation... Full timeAre you a skilled administrator looking for a challenging role? We have an exciting opportunity for a Senior Administrative Coordinator to join our team at Sheffield Health & Social Care NHS Foundation Trust. As a key member of our corporate governance team, you will play a crucial role in supporting the administrative functions of our organization.In this...
-
Senior Financial Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Benchmark Recruitment Full timeJob Description: Senior Financial AdministratorWe are seeking a highly skilled Senior Financial Administrator to join our team in Sheffield city centre. This is a permanent role with a competitive salary of £38,000 - £48,000 per annum.Key responsibilities include:Managing budgets and financial reports.Negotiating contracts and ensuring business...
-
Senior School Administrator
6 days ago
Sheffield, Sheffield, United Kingdom Brook Street UK Full timeJob Title: Senior School AdministratorLocation: Our client, a small village primary school, requires senior administration support.About the Role: This part-time position involves all aspects of school administration. Responsibilities include sending correspondence, communicating with staff and parents, supporting the Head Teacher, and maintaining policy and...
-
Pension Scheme Coordinator
4 weeks ago
Sheffield, Sheffield, United Kingdom LGBT Great Full timePension Administration Job DescriptionWe're looking for a highly organised and detail-focused individual to join our team as a Pension Scheme Coordinator. In this role, you'll have the opportunity to develop your skills in pension administration while working in a dynamic and inclusive environment.Provide administrative support to our pension schemes,...