Pension Administrator
Are you an organised, proactive administrator looking for your next opportunity? Do you thrive in a role where attention to detail, reliability, and strong communication skills make a real impact?
Our client is seeking a Pension Administrator to provide high‑quality secretarial and administrative support to a group of Trustees within the Financial Services sector. This is an excellent opportunity to join a respected organisation and work closely with senior stakeholders in a varied and fast‑paced role.
Role Details
Job Title: Pension Administrator
Location: Wimbledon
Working Pattern: Hybrid - 2 days in the office, 3 days from home
Note: Increased office attendance required during probation
Hours: Monday to Friday, 9am-5pm
Salary: Up to £30,000
Main Duties & Responsibilities
You will play a key role in ensuring the smooth running of Trustee operations. Responsibilities include:
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 communicationMeeting Support & Governance Duties:
Preparing agendas, collating meeting papers, and issuing meeting packs
Confirming venue arrangements
Creating meeting minutes templates
Updating action logs and issuing follow‑ups to providers
Completing quarterly tasks ahead of Trustee meetings
Creating meetings and managing document uploads to online portals
Liaising with providers to confirm meeting dates, track actions and ensure timely submission of papers
Monitoring regular correspondence from scheme providers and industry bodies
Knowledge & Experience
Previous PA, secretarial or administrative experience
Experience in pensions administration or an understanding of trusteeship is beneficial but not essential
Key Behaviours
The ideal candidate will demonstrate:
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
Strong written and verbal communication skills
Confident interpersonal skills and a professional telephone manner
Qualifications & IT Skills
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)
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