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Senior Financial Services Administrator (Corporate)

Senior Financial Services Administrator (corporate pensions) – Bristol location

We are looking for an senior Financial Services Administrator to work on a permanent basis in the corporate business side of our Financial Services Team in our offices located in Clifton, Bristol.

The successful candidate must have very good experience in the corporate pensions area, dealing with group personal pensions as they will be offering a first class administrative service to our corporate clients and providing support to our Corporate Consultant and Employee Benefits Specialist.

The individual will:

  • Have a professional, proactive and positive attitude
  • Be able to communicate effectively in writing and verbally
  • Have good numeracy and literacy skills
  • Be proficient in the use of relevant computer packages
  • Have strong administration skills
  • Be able to prioritise and organise workload
  • Produce work that has a high level of accuracy and attention to detail
  • Be comfortable working in a regulated environment
  • Work well within a small team
  • Be content in a varied support role

Knowledge required:

  • Group personal pension arrangements
  • Dealing with technical queries in relation to Group Personal Pension schemes e.g. salary sacrifice, tapered annual allowance
  • Auto enrolment including understanding employers duties in respect of AE requirements
  • GPP administration including fund switches, transfer comparisons etc.
  • Up to date with pensions legislation in the corporate market

Duties will include:

  • Drafting letters, writing emails
  • Answering and dealing with telephone enquiries
  • Maintaining and updating records
  • Co-ordinating member fund switches
  • Assisting with non-advised transfer analysis
  • Dealing with administrative matters for meetings
  • Processing scheme renewals and checking/issuing accounts
  • Assistance with preparation of data for scheme reviews
  • Oversee the set up of client meetings
  • Controlling and updating Intelligent Office
  • Oversee the preparation of material for client meetings/presentations
  • Assising with the preparation of fee schedules
  • Generating and reviewing MI reports
  • Preparation and taking of internal meetings
  • Co-ordinating monthly team updates for the intranet

The working hours are Monday to Friday 9am to 5pm with an hour for lunch.

To apply for this role, please send your CV together with confirmation of why you think you would be suitable for the role, by e-mail to Charlotte Coleman, HR Officer at