Administrator - Pension Administration Job at Willis Towers Watson (Hong Kong)

Pension Administrator

Our client is seeking a Pension Administrator to provide high‑quality secretaria...

Location

United Kingdom , Wimbledon

Salary:

28000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous PA, secretarial or administrative experience
GCSE English and Maths (Grade C/4 or above) or equivalent
Strong proficiency in Microsoft Office: Excel (intermediate to advanced), Word (intermediate to advanced), Outlook (intermediate to advanced), PowerPoint (basic)
A professional and responsible approach to all client-related matters
Enthusiasm, proactivity and strong use of initiative
Excellent organisational skills with the ability to think ahead
The ability to manage multiple tasks and prioritise effectively
A collaborative, flexible team mindset
Exceptional attention to detail and a process-driven approach
The ability to deliver accurate work within agreed deadlines

Job Responsibility

Logging and monitoring annual scheme budgets
Processing invoices and maintaining accurate financial records
Updating master spreadsheets, registers, compliance checklists and governance systems
Managing Trustee diaries and scheduling meetings
Coordinating travel arrangements and expenses
Handling incoming and outgoing post and ensuring appropriate follow-up
Answering incoming calls and providing support when Trustees are unavailable
Maintaining a professional approach to all client-related communication
Preparing agendas, collating meeting papers, and issuing meeting packs
Confirming venue arrangements

Fulltime

Pension Administrator

You will be required to provide high‑quality secretarial and administrative supp...

Location

United Kingdom , Wimbledon

Salary:

28000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous PA, secretarial or administrative experience
Background in pensions administration or an understanding of trusteeship is advantageous but not essential
GCSE English and Maths (Grade C/4 or above) or equivalent
Proficiency in Microsoft Office: Excel (intermediate to advanced), Word (intermediate to advanced), Outlook (intermediate to advanced), PowerPoint (basic)
Professional approach to all client‑related matters
Enthusiastic, proactive, and able to use initiative
Strong organisational skills with the ability to think on your feet
Able to prioritise and manage multiple tasks simultaneously
Collaborative, flexible team player
Excellent attention to detail and process‑driven

Job Responsibility

Log and monitor annual scheme budgets
Process and log invoices
Update master spreadsheets, registers, compliance checklists and governance systems
Manage Trustee diaries
Schedule meetings and organise arrangements
Coordinate travel and expenses
Handle incoming and outgoing post
ensure appropriate follow‑up
Answer incoming calls, providing support when Trustees are unavailable
Maintain a professional and responsible approach to all client‑related communications

What we offer

Hybrid working: 2 days office‑based, 3 days from home

Fulltime

Pension & Investment Administrator

Morgan McKinley is looking for an experience Pensions & Investment Administrator...

Location

United Kingdom , Horsham

Salary:

28000.00 - 32000.00 GBP / Year

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Proven experience working in a similar Pensions or Investment Admin, paraplanning support role within financial services
Excellent communication and IT skills
Knowledge of financial services providers and products

Job Responsibility

Support the financial services team with all admin and compliance processing
Updating the in-house systems and compliance files
Submit the online pension and investment info on the portals
Issue documents to clients including post sales letters and plan schedules
Any other admin duties requested and also produce ongoing service reports
Liaise regularly with the pension / investment providers

Fulltime

New

Ifa Administrator

A well established and highly regarded Independent Financial Advisory firm based...

Location

United Kingdom , Colchester

Salary:

30000.00 - 33500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Minimum of 2 years' experience within an IFA firm (essential)
Strong background in new business processing across a variety of financial products
Experience handling cases from start to finish
Excellent attention to detail and organisational skills
Strong communication and relationship building abilities
A team player who thrives in a collaborative, friendly but hardworking environment

Job Responsibility

Processing new business applications for both new and existing clients
Managing pension and ISA transfers from initiation through to completion
Handling trust applications and inheritance tax planning cases
Processing tax wrapper switches and withdrawals
Setting up investment income and pension income
Managing Letters of Authority and annuity applications
Submitting applications and ensuring accurate completion across all systems
Tracking cases and providing updates through to completion
Liaising with providers and clients to resolve queries
Using intelliflo as the core CRM/database system

What we offer

23 days holiday + bank holidays (increasing to 25 days after 5 years)
Office closure over Christmas
Death in Service policy
Income Protection
Workplace pension scheme
Friendly, close knit and supportive team environment
Parking costs covered/ space provided where available

Fulltime

New

Pensions Administrator

I'm currently working with a well-established organisation based in Sheffield wh...

Location

United Kingdom , Sheffield

Salary:

32000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in pensions administration, specifically working on a DB scheme
Confidence completing manual pension calculations
Strong Excel skills and good attention to detail
A professional and customer-focused approach

Job Responsibility

Completing DB pension calculations, including manual calculations
Responding to queries from members and key stakeholders
Ensuring all administration work is accurate and compliant
Using Excel to support calculations, data checks, and reporting

What we offer

Hybrid working model
25 days' holiday plus bank holidays
Generous pension scheme
A stable role with long-term career prospects

Fulltime

New

Pensions Administrator

Location

United Kingdom , Bristol

Salary:

32500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous pensions administration experience
Knowledge of Defined Benefit (DB) schemes
Strong numerical skills and attention to detail
Excellent communication and customer service skills
Proactive and solutions-focused approach

Job Responsibility

Calculate member pension benefits
Respond to member and stakeholder queries
Prepare and maintain accurate pension records
Support scheme lifecycle events (buyouts, transfers)
Ensure compliance with regulations and procedures
Deliver high levels of customer service

What we offer

Competitive salary + bonus
25 days holiday + bank holidays (buy more option)
Hybrid working and flexible policies
Pension, life assurance, and income protection
Study support and career development
Additional benefits, discounts, and social events

Fulltime

New

Team Leader SIPP and SSAS Administration

At Punter Southall SIPP our aim is to maintain a high-quality administration ser...

Location

United Kingdom , Edinburgh

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Extensive experience of administration experience within the SIPP and SSAS industry
Ideally the successful candidate would have previous line management/leadership experience
Experience of having worked within an independent trustee environment an advantage
Microsoft suite experience including, Excel, Word, Outlook to a high standard plus Nitro and Adobe
Familiarisation of the following systems an advantage: Delta's Platinum programme, Bank of Scotland's iSite and Corporate Banking Online platform/banking systems, SharePoint, volume by Watermark Technologies
Ability to communicate effectively and professionally with internal & external clients in a variety of mediums including in writing, face to face and verbally over the phone
Ability to provide clear technical support and service in a timely fashion
Ability to recognise when to escalate/refer client issues/queries to the CEO
Take the initiative to propose enhancements to current processes and procedures to further improve the client experience and efficiencies
Flexible, pro-active, willingness to co-operate and support others, showing initiative, team as well as personal commitment

Job Responsibility

Assisting the team in providing a quality and efficient service to all clients when processing new business and ongoing servicing to deliver fair outcomes
Inputting client data into Platinum when setting up new plans or schemes and maintaining the data throughout the lifetime of the lifecycle
Setting up of designated bank accounts with Bank of Scotland via the iSite platform
Accurate and timely crystallising of pension benefits and making pension commencement lump sum and/or income payments
Ability to apply the correct tax codes to income payments being made
Recognising the various transitional protections that can apply to a plan and ensuring that the correct Lifetime Allowance is applied when benefits are crystallised, or retrospectively
Reporting and arranging settlement of Lifetime Allowance charges via HMRC's online services
Creating contributions within Platinum and issuing Contribution Payment Certificates when cleared
Processing paperwork in relation to transfers in from both defined benefit and money purchase schemes and applying in-specie transfers in
Processing paperwork in relation to cash and in-specie transfers out, ensuring appropriate checks are made of the receiving scheme before assets or cash funds are released

What we offer

Private Medical Insurance with rewards for yourself with discounted rates for your family members
Competitive Company Pension Scheme
Access to several employee discounted schemes to suit your lifestyle including but not limited to: Private dental insurance
Electric Vehicle Salary Sacrifice Scheme
Cycle to Work scheme
Comprehensive Europe and Worldwide Travel Insurance
Medical Cash Plan
Gym memberships
Access to 24/7 GP service for you and your family
25 days holiday with the option to purchase more

New

Team Leader SIPP & SSAS Administration

Our client runs a successful and innovative group of financial services companie...

Location

United Kingdom , Edinburgh

Salary:

40000.00 - 45000.00 GBP / Month

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Strong administration team leader experience within a pensions environment, within SIPP and SSAS would be preferable, but the right candidate could have knowledge from within the financial services sector
Ideally with experience of having worked within an independent trustee or investment management environment
Proficient with Excel, able to create spreadsheets and action use of basic formulas
Word and Outlook experience, able to create and format documents to a high standard
Strong with systems with any experience of Delta's Platinum and Report~Pro systems, Bank of Scotland's iSite and Corporate Banking Online platforms, Microsoft SharePoint and volume by Watermark Technologies being advantageous

Job Responsibility

Setting up new business applications, preparing important correspondence for all our clients
Maintaining up-to-date electronic records, ensuring everything runs smoothly and efficiently
Managing bank balance reconciliations, creating invoices, handling payroll, and ensuring compliance with VAT and tax relief processes
Building strong relationships with partners and coordinating with regulatory bodies
Line management of a small team of administrators

What we offer

Private Medical Insurance
Competitive Company Pension Scheme
Life Assurance Scheme
Group Income Protection
Private Dental Insurance
Various in-house schemes such as cycle to work, electrical vehicle salary sacrifice and gym membership
25 days holiday as standard with the option to purchase more

Fulltime

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Administrator - Pension Administration

Job Description

Job Responsibility

Requirements

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