Pension & Investment Administrator Job at Social Value Portal Ltd (Horsham)

Pension Administrator

We are looking for a Pensions Administrator with a passion for financial service...

Location

United Kingdom , Godalming

Salary:

30000.00 - 40000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Ability to multi-task, planning plan own workload to meet business requirements and service level agreement
Background working in financial Services
Numerate, with good Microsoft Office skills
Organisational skills and ability to delegate to junior members of staff
Articulate, with ability to speak to high net worth individuals and senior level staff
Good team player with excellent communication skills
CII exams qualifications or the willingness to study towards certificate level

Job Responsibility

Liaising with the new business department and technical teams to ensure application information is accurate and complete
Establishing new pension schemes in a timely and accurate manner
Maintaining and recording client data and transactions
Opening and operating client assets
Corresponding with client's/IFA's and Investment Managers to deliver the highest level of service in a prompt and professional approach
Processing benefit crystallisation events, calculations and process payroll
HMRC reporting
Updating and maintaining database records
Generate standard correspondence with the help of your administrative assistants
Completing reports and checking of third party information and due diligence

What we offer

25 days of holiday (3 reserved for Christmas) plus flexible working hours
5% pension contribution
Private health-care
4x salary death benefit
Study Support

Fulltime

Senior Pension & Benefits Manager

Atlassian is searching for an experienced Senior Pension & Benefits Manager with...

Location

United Kingdom; Poland

Salary:

Not provided

Atlassian

Expiration Date

Until further notice

Requirements

Proven experience managing defined contribution pension schemes, including understanding the operational plan administration, compliance and governance requirements, and any external reporting
Solid understanding of pension and retirement regulations across EMEA region (especially for the Netherlands, UK, Poland, Germany and France) including knowledge of local legislation and reporting requirements
Strong experience in benefits communication and employee engagement, with the ability to explain complex pension concepts in a clear and concise manner
Strategic thinker, influencing and persuasion skills and comfortable working in a global team that both welcomes and challenges new ideas
Excellent stakeholder management skills, with the ability to build and maintain strong relationships with internal and external partners
Strong project management skills, with the ability to manage multiple priorities and meet deadlines
Excellent analytical skills with meticulous attention to detail
Strong understanding of finance and metrics management and reporting
Proficiency in Google Suite and Office Suite, particularly Excel
Bachelor’s or Master’s degree in HR, Finance preferred

Job Responsibility

Pension Plan Management: Provide operational management of the company's supplemental pension plans, acting as the primary point of contact for pension providers, external pension administrators and internal stakeholders. This includes managing the relationship with external providers, overseeing the plan administration, reviews of providers and investment funds, as well as ensuring compliance with local regulations in each country
Communication & Engagement: Develop and implement pro-active communication strategies to enhance employee understanding and engagement with pension plans. This includes creating educational materials, conducting presentations, and addressing employee queries concerning pensions and retirement savings plans
Governance & Compliance: Manage regular pension governance reviews and oversee all aspects of the pension operations ensuring adherence to governance requirements. Stay abreast of legislative changes impacting pensions across the EMEA region and implement necessary adjustments. In particular, act as a subject matter expert for the Netherlands Future Pension Act, ensuring compliance and effective change management
Stakeholder Management: Collaborate effectively with internal stakeholders, including HR, Finance, Payroll, and Legal, to ensure seamless pension plan management and a joined-up approach to benefits delivery. Build and maintain strong relationships with external pension providers and advisors
Continuous Improvement: Monitor industry trends, best practices, and competitor offerings to identify opportunities to enhance the company's pension offerings and ensure they remain competitive and relevant for our workforce. Monitor benefit plan performance and recommend changes where necessary to improve cost-effectiveness
Project Management: Collaborate with the wider People team on projects related to pensions and broader financial well-being programs, ensuring a consistent and high-quality service is provided to our employees. This may include initiatives such as implementing new pension schemes, savings vehicles or enhancing existing ones

What we offer

Health and wellbeing resources
Paid volunteer days
Various perks described in go.atlassian.com/perksandbenefits

Fulltime

Professional Trustee

As an Professional Trustee, you’ll bring your actuarial acumen to bear on the ch...

Location

United Kingdom , London or Manchester

Salary:

Not provided

Star Actuarial Futures

Expiration Date

Until further notice

Requirements

Qualified pensions or investment actuary (FIA/FFA or equivalent) with substantial experience in DB schemes
Equivalent pensions (PMI) or investment (CFA) qualification
Strong understanding of funding strategies, risk management, and pension regulations
Ability to engage constructively with sponsors and other stakeholders
A passion for ensuring fairness, transparency, and compliance in pension scheme management

Job Responsibility

Serve as an independent voice on trustee boards
Provide actuarial insights into funding, de-risking, and valuation strategies
Oversee scheme governance, administration, and member communications
Collaborate with sponsors, advisers, and other trustees to secure positive outcomes for all stakeholders

Fulltime

New

Product Governance Manager - Pension Specialist

Join us at Barclays as a Product Governance Manager. We are seeking a pension qu...

Location

United Kingdom , London; Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Extensive knowledge and experience of Pension Administration requirements (Level 4 pension qualification or equivalent preferred)
Good knowledge and understanding of the regulatory landscape and what that means for our products
The ability to interpret technical requirements and translate them into clear guidance for colleagues and customers
Considerable ability to build relationships with stakeholders, including colleagues, business heads, external partners and customers

Job Responsibility

Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance
Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product strategy and development process, and communicate key findings to relevant stakeholders to improve and implement new product offerings
Response to colleague and stakeholder inquiries, resolution of issues, and provision of guidance on product usage
Presentation of the advantages and features of the product to potential customers and stakeholders, building trust and encouraging adoption
Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content
Participation in and delivery of training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders
Participation in events, conferences, and other networking opportunities to showcase the product and generate interest

What we offer

Hybrid working
Flexible working arrangements
Structured approach to hybrid working with fixed 'anchor' days

Fulltime

Risk Analyst – Pensions & Investment Management

We are working with a highly respected pension administration and investment man...

Location

United Kingdom , London

Salary:

45000.00 - 60000.00 GBP / Year

Audit & Risk Recruitment

Expiration Date

Until further notice

Requirements

Some in enterprise risk management, preferably within pensions, asset management, or a regulated environment
You will already have developed some understanding of risk frameworks, governance, policies, and control environments
Some experience or understanding of delivering regulatory change initiatives, such as General Code of Practice, Provision 29 or GDPR

Job Responsibility

Support the Risk Manager and Head of Risk with ORAs in line with the General Code of Practice
Assess risks across a wide range of areas including investment, administration, cyber security, and internal controls
Support the development and embedding of enterprise risk frameworks, policies, and controls
Work closely with senior stakeholders to identify, assess, and mitigate key business risks
Play a hands-on role in regulatory change projects, including delivery and implementation
Produce clear, high-quality risk documentation and reporting

Fulltime

Risk Manager – Pensions & Investment Management

This is a key role supporting four major pension schemes, with responsibility fo...

Location

United Kingdom , London

Salary:

60000.00 - 80000.00 GBP / Year

Audit & Risk Recruitment

Expiration Date

Until further notice

Requirements

Proven experience in enterprise risk management, preferably within pensions, asset management, or a regulated environment
Strong understanding of risk frameworks, governance, policies, and control environments
Demonstrable experience delivering regulatory change initiatives, such as General Code of Practice, Provision 29 or GDPR

Job Responsibility

Lead and manage ORAs in line with the General Code of Practice
Assess risks across a wide range of areas including investment, administration, cyber security, and internal controls
Support the development and embedding of enterprise risk frameworks, policies, and controls
Work closely with senior stakeholders to identify, assess, and mitigate key business risks
Play a hands-on role in regulatory change projects, including delivery and implementation
Produce clear, high-quality risk documentation and reporting

Fulltime

Client Liaison Administrator

Do you have experience working within a Wealth Management/Wealth Planning enviro...

Location

United Kingdom , Newton Aycliffe, Newcastle-Upon-Tyne

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Experience working within a Wealth Management/Wealth Planning environment
Ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients
Interest of working within Wealth Management/Planning
Commercial experience working in a similar role is preferred
Experience of providing exceptional client and relationship management

Job Responsibility

Providing support to Advisors such as monitoring diaries, opportunities, queries and requests
Follow standard procedures and workflows via XPLAN
Assist with the preparation of cases in readiness for the paraplanning paperwork
Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments
Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities
Adhere and maintain and up to date awareness of company policies, practices and procedures
Maintain records according to Kingswood company standards
Prepare meeting packs
Gather and obtain information for annual reviews
Undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided

What we offer

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Fulltime

Client Liaison Administrator

Do you have experience working within a Wealth Management/Wealth Planning enviro...

Location

United Kingdom , Egham

Salary:

Not provided

Kingswood Group

Expiration Date

Until further notice

Requirements

Experience working within a Wealth Management/Wealth Planning environment
Ability to liaise effectively with an array of different departments including Paraplanners, Advisors and Clients
Interest in working within Wealth Management/Planning
Commercial experience working in a similar role is preferred
Experience of providing exceptional client and relationship management

Job Responsibility

Providing support to Advisors such as monitoring diaries, opportunities, queries and requests
Follow standard procedures and workflows via XPLAN
Assist with the preparation of cases in readiness for the paraplanning paperwork
Process all sales related paperwork from submission to completion and any ongoing administration for investments, pensions and protection departments
Be in attendance of operational meetings to discuss ongoing workloads and raise any concerns, challenges or further opportunities
Adhere and maintain and up to date awareness of company policies, practices and procedures
Maintain records according to Kingswood company standards
Prepare meeting packs
Gather and obtain information for annual reviews
Undertake any other task as reasonably requested by your line manager

What we offer

26 days annual leave including a day off for your birthday (plus bank holidays)
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
2 charity volunteer days
Employee recognition
Recruitment referral
Career Development
Cycle to work scheme

Fulltime

Pension & Investment Administrator

Social Value Portal Ltd

Location:
United Kingdom , Horsham

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 10, 2026

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