Trainee Pensions Administrator

1 week ago


Liverpool, United Kingdom Search Consultancy Full time

My client based in Liverpool City Centre is looking to recruit a Trainee Pension Administrator who will be responsible for providing support and assistance in all aspects of pension administration. The role will be based at their head offices on a permanentfull time basis, working Monday - Friday 8:30am - 5:00pm.
The duties and responsibilities of this role include;
- Creating and maintaining accurate pension scheme records.
- Accurately processing new business and monitoring progress through to completion, monitoring receipt of funds and initial fees.
- Banking and allocation of client money, ensuring FCA regulatory requirements are met.
- Liaising with ceding pension scheme providers to obtain pension transfer monies, ensuring all relevant information is obtained.
- Accurately processing pension investment/disinvestment instructions relating to new business, additional investments, reallocations and money out transactions.
- Pensions servicing activities e.g. employer contribution monitoring, group contribution processing, pensions on divorce etc.
- Pension benefits processing e.g. annuity purchase, income drawdown, phased income drawdown, death cases.
- Accurately processing monthly pension payroll.
- Providing a timely, pro-active and high quality service to clients at all times
- Collating information for regulatory reporting
- Handling both written and telephone enquiries from clients, advisers and 3rd party service providers.
- Identifying and reporting risks and breaches.
- Processing complaints.
- General administrative duties e.g. photocopying, scanning, filling.
- Any other operational duties as required.



  • Liverpool, United Kingdom Marshall Moore Full time

    **Duties for the Trainee Pension Administrator**: - Pension Transfers - Servicing requests and fee calculations - Death and retirement benefits - Payroll **Requirements for the Trainee Pension Administrator**: - Degree and/or some administration experience - Enthusiastic/driven attitude with a willingness to learn - Accuracy and attention to detail - Sit...

  • Trainee Administrator

    2 weeks ago


    Liverpool, United Kingdom Stable Vehicle Contracts Full time

    **Trainee Administrator** **The opportunity** We are looking for a **Trainee Administrator** to join our team at **Stable Vehicle Contracts**, based in **South Liverpool**. This full-time role is ideal for someone starting their career in administration or looking to develop new skills. You will help ensure our customers have a smooth journey, from...


  • Liverpool, United Kingdom Mercer Full time

    **Senior Pension Administrator - Mercer** This role is at the very core of Mercer Services within the Wealth arm of our business supporting Members, Trustees and Clients. The main purpose of this role is to assist managing our clients’ pension schemes by ensuring that they receive the information they need to enable them to make informed decisions on...


  • Liverpool, United Kingdom Islington House Medical Centre Full time

    Job Summary: We are seeking a trainee IT Facilitator/GP Administrator to join our team. As an IT Facilitator your role will involve troubleshooting technical issues, implementing security measures, and providing technical support to employees, building and running searches, data quality, read coding, summarising. Experience of using Emis Web would be...


  • Liverpool, United Kingdom Search Full time

    Trainee Financial Planning Administrator Location: Liverpool, Merseyside Salary: £28,000 - £32,000 + Excellent Benefits Hours: Full-Time, Monday to Friday, 9:30am - 5pm Contract: Permanent Holidays: 25 days + bank holidays About the Role: An exciting opportunity has arisen for a Trainee Financial Planning Administrator to join a rapidly growing...

  • Trainee Paraplanner

    23 hours ago


    Liverpool, United Kingdom Marshall Moore Full time

    **An exciting new opportunity has arisen for a Trainee Paraplanner to join a reputable financial institution in Liverpool city centre. This is the ideal role for either a bright graduate with ambition/drive, or an experienced financial services professionalwith knowledge around pensions.** **The company can offer a competitive salary alongside fantastic...


  • Liverpool, United Kingdom Page Personnel Finance Full time

    Page is working with a client to find brilliant administrators in the Liverpool area, particularly those who have previous pensions administrator experience. This is a fantastic opportunity in financial services for those who are looking for a good next step in the industry. **Client Details** Our client is a successful and leading financial well-being...


  • Liverpool, United Kingdom Brook Street Full time

    ** Pensions Administrator** No pensions experience required, however would be beneficial. Do you have Customer Service experience? Do you want to work in a professional surrounding? Are you wanting a job that offers opportunities? **BENEFITS** *Offering hybrid working once training has been completed. *Working equipment will be provided *Flexible working...

  • Pension Administrator

    2 weeks ago


    Liverpool, United Kingdom Barnett Waddingham Full time

    Overview: With over 1400 people across 9 offices, we are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Our Pension Administration Business was established in 1993 and our core business is the provision of services to trustees of UK occupational pension schemes DB, DC, CARE, cash balance - and...

  • Pension Administrators

    23 hours ago


    Liverpool, United Kingdom Barnett Waddingham Full time

    Overview: With over 1400 people across 9 offices, we are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Our Pension Administration Business was established in 1993 and our core business is the provision of services to trustees of UK occupational pension schemes DB, DC, CARE, cash balance - and...