Pension Administration - #2065619

Adaptable Recruitment


Date: 3 weeks ago
City: Liverpool
Salary: £35,000 / year
Contract type: Full time
Work schedule: Full day
Adaptable Recruitment

At Adaptable Recruitment, we're pleased to be supporting a long established financial services organisation in Liverpool as they look to hire an experienced Pension Administrator to join their expanding SIPP operations team.
This role suits someone with solid pensions administration experience-particularly SIPP-who is confident managing technical processes, working with advisers, and operating within a regulated financial services environment.

Salary: up to £35,000
Location: Liverpool (Hybrid - 1 day from home after training)
Job Title: Pension Administrator (SIPP)
Contract: Full-time, Permanent
Industry: Financial Services / Pensions

Role Overview


We are seeking an experienced Pension Administrator to manage a portfolio of pension clients on a cradle?to?grave basis, taking full ownership from onboarding through to ongoing administration.
This is a key position within the operations team and requires strong technical pensions knowledge, exceptional attention to detail, and a commitment to delivering a high standard of service to both clients and advisers, in line with all regulatory requirements and internal standards.

Main Responsibilities to include:
  • Manage a portfolio of pension clients, ensuring all administration is completed accurately, efficiently, and within SLA
  • Act as the primary point of contact for clients, IFAs, and internal stakeholders
  • Process all aspects of SIPP administration, including:
    • New business processing and transfers in
    • Contributions and benefit crystallisations
    • Transfers in and out
    • Income payments (drawdown, UFPLS)
    • Death benefit cases
  • Ensure all work complies with FCA regulations, HMRC rules, and internal procedures
  • Maintain accurate and up?to?date client records and documentation
  • Identify and escalate risks, breaches, or complaints in line with company policy
  • Support audits and regulatory reporting as required
  • Contribute to ongoing process improvements and operational efficiency initiatives

The Ideal Candidate:

Essential:
  • Proven experience in pension administration
  • Strong understanding of pensions legislation, HMRC rules, and FCA requirements
  • Experience handling a variety of SIPP investments, including property (desirable but valuable)
  • Excellent organisational skills with the ability to manage a busy caseload
  • High level of accuracy and attention to detail
  • Strong communication skills when dealing with clients and advisers
Desirable:
  • Progress toward or completion of relevant industry qualifications (e.g., CII, PMI)
  • Experience within a SSAS or SIPP environment

Key Skills:

  • Ownership and accountability
  • Client?focused approach
  • Strong problem?solving and decision?making skills
  • Effective time management and prioritisation
  • Collaborative team player
Benefits to Include:
  • 25 days holiday + bank holidays
  • Annual bonus (7%)
  • Private Medical Insurance (after qualifying period)
  • Sick pay (after qualifying period)
  • 4x salary death?in?service benefit

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