Pension Administrator

Newcastle upon Tyne

£25,000 - £30,000

The ideal candidate will be able to work on an individual basis towards target as well as a team for group target, computer literate, and competent with Microsoft Office, target driven and thrive working to a deadline. Must have good communication skills, both written and verbal.

 

This role includes, checking new business submission fact finds against submission guides and liaising with advisers to gain clarification and fill in any gaps, checking CETV’s provided as part of the submission against required information list, analysing their contents and sending the pension administrators information requests. Chasing outstanding information requests by phone with advisers and pension administrators. Collating scheme responses and creating Pension Transfer Reports using external software. Formatting adviser responses into the fact find.Gathering all relevant documents for a Pension Transfer Specialist for them to analyse the case.

This role will be home based for 3 days per week and office based for 2 days per week and also includes a monthly bonus.

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