Pensions Administration Coordinator

1 month ago


Liverpool, Liverpool, United Kingdom Page Personnel Sales Full time

PAGE Personnel Sales are recruiting an experienced Pensions Administration Coordinator to join our team in Liverpool. The successful candidate will be responsible for managing the client review service cycle, from initial contact to completion.

About the Role
  • Manage the client review service cycle end to end.
  • Coordinate with clients to arrange annual reviews.
  • Prepare review packs, including valuations and compliance documents.
  • Maintain accurate client data on our in-house system.
Requirements
  • Experience in an IFA or similar financial services business.
  • Understanding of pensions or investments is desirable.
  • Strong attention to detail and accuracy.
  • Self-motivated and willing to take initiative.
What We Offer
  • A competitive salary of £25,000 - £28,000 per annum.
  • 25 days' holiday per year.
  • Company pension scheme.
  • Life assurance.
  • Study support for relevant qualifications.


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