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Pension Administrator Office based

CMD Recruitment·Bristol (South West England)On-sitePermanent
£25 000 – £30 000 / year
Vox Summary
  • Role Overview: Providing administration support to Financial Advisors, managing client queries, submitting applications, preparing paperwork, and producing reports.
  • Key Requirements: Experience in financial services, especially pensions or IFA administration, good communication skills, computer literacy with Word and Excel, and ability to manage own time.
  • Conditions & Benefits: Full-time, permanent role based fully in office in Bristol, working Monday to Friday 8.30am - 4.30pm, salary between £25,000 and £30,000 depending on experience.
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Job description

Administrator - Financial Services Industry £25,000pa - £30,000pa depending on experience Bristol (Pill) - Fully office-based Full-time, Permanent Our client would be happy to receive CVs from candidates who have experience within the Pensions Sector or experienced IFA Administrators. Are you an enthusiastic Administrator with experience in the Financial Services sector? Are you looking for a new role within a growing organisation? If YES we want to hear from you! My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries in a timely manner. Responsibilities • Submit applications to providers • Prepare paperwork for client meetings • Update the inhouse CRM system • Liaise with providers by phone and email • Liaise with clients by phone and email • Using the quotation system for in-house services • Provide Advisors with template letters for completion • Submit online applications • Producing reports Person Specification • Previous experience within a similar role is essential either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator • Ability to manage own time and take initiative to search out solutions • Excellent communication skills • Good computer knowledge and ability to work with Microsoft Word and Excel • Ability to build rapport with clients Working hours for this role are Monday - Friday 8.30am - 4.30pm and is fully office-based - please do not apply if you are looking for hybrid working Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful.

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Original source
reed.co.uk
Posted
Jun 26, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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