Full job descriptionSpecialist Pensions & Corporate Benefits Administrator
Salary: Up to £37,000 per annum
Location: Preston
NJR Recruitment is delighted to be working with an established and growing financial services business that is looking to recruit an experienced Specialist Pensions & Corporate Benefits Administrator to join its expanding team.
This is an excellent opportunity for an organised and proactive financial services professional who enjoys managing detailed administration, building strong relationships and delivering exceptional service.
The Role
As Specialist Pensions & Corporate Benefits Administrator, you will play a key role in supporting the implementation, ongoing administration, review and maintenance of specialist pension and corporate benefits arrangements.
You will be responsible for coordinating administration from initial instruction through to completion, ensuring accurate records, timely communication and consistently high service standards.
This is a varied position offering exposure to both specialist pension transactions and corporate employee benefits schemes.
Key Responsibilities
Specialist Pensions Administration
*Provide end-to-end administration support for SIPP and SSAS arrangements, including new business, ongoing servicing and scheme closures.
*Coordinate specialist pension transactions, including investment instructions, property purchases, scheme valuations and benefit crystallisation requests.
*Assist with pension payment requests, fee processing and loanback administration.
*Liaise with pension providers, professional trustees, solicitors, accountants and other third parties to progress cases.
*Ensure complex or technical queries are escalated to the appropriate Adviser or specialist.
Corporate Benefits Administration
*Support the administration of workplace pension schemes and employee benefits arrangements.
*Assist with group life assurance, group income protection and private medical insurance schemes.
*Obtain provider quotations and supporting information for corporate scheme reviews, renewals and market exercises.
*Prepare accurate review packs, benefit summaries, scheme information and supporting documentation.
*Coordinate new scheme implementations, including member data, provider requirements and relevant documentation.
*Request, review and process member information, identifying discrepancies and obtaining clarification where required.
Client & Scheme Support
*Maintain accurate and up-to-date client, member and scheme records across relevant systems.
*Coordinate annual reviews, scheme amendments, renewals and ongoing service requests.
*Prepare correspondence, forms and documentation, ensuring accuracy before submission.
*Monitor outstanding requirements and proactively follow up with clients, Advisers and providers.
*Manage multiple cases effectively, ensuring deadlines and service standards are consistently achieved.
Compliance & Continuous Improvement
*Ensure administration is completed in accordance with internal procedures, regulatory requirements and data protection standards.
*Maintain accurate audit trails, file notes and records of communications.
*Handle confidential client and financial information with professionalism and discretion.
*Identify and escalate potential risks, delays or service issues.
*Support improvements to administrative processes, templates and team efficiency.
About You
Our client is looking for an experienced financial services administrator who is highly organised, detail-oriented and committed to delivering excellent service.
Essential Skills & Experience:
*Previous administration experience within financial services, pensions, employee benefits or a similar regulated environment.
*Experience managing detailed casework and progressing multiple tasks simultaneously.
*Strong organisational skills with the ability to prioritise workloads and meet deadlines.
*Excellent attention to detail and a commitment to maintaining accurate records.
*Good understanding of confidentiality, data protection and regulatory procedures.
*Confident written and verbal communication skills.
*Experience liaising with clients, providers and other external stakeholders.
*Strong IT skills, including Microsoft Office and client or case management systems.
*A proactive, dependable approach with the ability to take ownership of tasks through to completion.
Desirable Experience:
*Knowledge of SIPPs and SSASs, including specialist pension administration.
*Experience supporting workplace pensions and corporate employee benefits schemes.
*Understanding of group life assurance, group income protection and private medical insurance.
*Experience preparing provider quotations, corporate scheme renewals and review documentation.
*Exposure to specialist pension transactions such as property purchases, pension benefits, loanbacks or scheme wind-ups.
*A relevant financial services qualification or a willingness to work towards one.
What We’re Looking For
The successful candidate will be someone who:
*Takes pride in delivering accurate, high-quality work.
*Has a positive, can-do attitude and enjoys problem-solving.
*Communicates professionally and builds strong working relationships.
*Is comfortable working independently while supporting the wider team.
*Can adapt to changing priorities within a growing business.
*Understands when to escalate technical or advisory matters.
*Demonstrates integrity, discretion and excellent professional standards.
If you have a background in financial services administration and are looking for a varied, rewarding opportunity with scope to develop your expertise, we would love to hear from you.
Apply today via NJR Recruitment or call quoting the reference NJR17103