Pension Administration Expert

12 hours ago


Birmingham, Birmingham, United Kingdom Austin Fraser Full time

Austin Fraser is recruiting a Pension Administration Expert to support our financial services division. This critical role involves working closely with our advisers to ensure that all investment information meets the highest standards of accuracy and regulatory compliance.

The successful candidate will be responsible for receiving instructions, analysing client data, preparing documentation, and managing applications for life, investment, and pension products. We are looking for someone with a strong background in financial markets, investment products, and regulatory environments, as well as excellent analytical and communication skills.

In return for your expertise, we offer a competitive salary of up to £45,000 per annum, a dynamic work environment, and opportunities for professional development and career advancement. Relevant financial qualifications are highly advantageous for this role.

Key responsibilities of this position include:

  1. Receiving instructions from advisers following client meetings
  2. Analysing client data using research tools to provide tailored solutions
  3. Preparing and maintaining documentation, including suitability letters and key feature documents
  4. Using research software tools effectively to support recommendations
  5. Managing and processing both online and paper-based applications for life, investment, and pension products


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