Pensions Administration Specialist

2 days ago


Manchester, United Kingdom IDEX Consulting Full time
Job Purpose

This Pensions Administration Specialist role is designed to support our experienced financial planners in delivering exceptional client service at IDEX Consulting in Manchester.

Main Responsibilities:
  • Delivering technical support to financial planners, ensuring seamless operations.
  • Preparing compliant client reports and presentations that exceed expectations.
  • Fostering positive client relationships through effective communication and record-keeping.
  • Collaborating with colleagues to ensure timely completion of tasks and projects.
  • Maintaining up-to-date records and handling occasional ad-hoc tasks.
Person Specification:
  • Strong knowledge of pension-related services and products.
  • A keen interest in compliance and adherence to regulatory requirements.
  • Exceptional communication and interpersonal skills for successful teamwork.
  • A solid understanding of the financial planning process and industry landscape.
  • Outstanding organizational and time management skills.

Estimated salary: £43,000 - £63,000 per annum.



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