Senior Pension Administrator

interactive investor

. Deliver accurate, timely, and customer-focused pension servicing .

Posted 10/7/2026full-timeLeeds • United KingdomSenior💰 £32,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong expertise in pension servicing and administration, with a focus on regulatory compliance, risk management, and customer service excellence. Capable of managing workflows, conducting quality checks, and providing leadership support in a financial services environment.

Highest-signal resume keywords

Pension ServicingRegulatory ComplianceRisk ManagementCustomer ServiceWorkflow Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pension AdministrationCalculating Lifetime AllowancesProcessing SAR RequestsTTFAC ApprovalsProcedure Documentation Review

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationAttention to DetailConstructive FeedbackTeam Support

Certifications & Qualifications

CIIPMI

Industry Keywords

CASS RequirementsHMRC RulesVC ProcessEscalation ProcessesComplaint Timelines

About the role

Key responsibilities & impact

Deliver accurate, timely, and customer-focused pension servicing
Provide technical support for complex queries and act as an escalation point
Manage mailboxes, daily workflow, and third-party workflow distribution
Identify, record, and raise risk events within agreed SLAs
Maintain awareness of CASS requirements, regulatory obligations, HMRC rules, and the VC process
Review procedure documentation and complaint timelines
Process SAR requests
Complete TTFAC and contribution correction approvals
Provide feedback and support to colleagues
Support team huddles and act as deputy for the Team Manager during absence
Carry out daily and month-end quality checks and maintain QA records
Conduct spot checks and quality reviews for new starters and underperformers
Support training planning, delivery, post-training activities, and new-starter QC implementation
Contribute to SFK and training materials
Provide constructive feedback based on QC findings and support continuous improvement

Requirements

What you’ll need

Strong experience in a pension servicing or similar financial-services operations environment, including experience in calculating lifetime allowances for pension related processes
Sound technical knowledge of pension administration, including relevant regulatory and HMRC requirements
Experience handling complex customer or operational queries and escalating appropriately
Strong written and verbal communication skills, with a customer-focused approach
Experience managing mailboxes, workflow, and competing priorities accurately
Understanding of risk-event management, complaint timelines, and escalation processes
Awareness of CASS requirements and VC processes relevant to pension administration
Strong attention to detail and ability to apply procedures and controls consistently
Experience reviewing procedure documents or supporting process governance
Experience processing SAR requests
Experience completing TTFAC or contribution correction approvals
Previous experience acting as deputy or providing informal leadership support
Pension qualification: CII (Chartered Insurance Institute) or PMI (Pensions Management Institute) [desirable]
18-month expectation to take the PMI exam if not already gained

Benefits

Comp & perks

Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
Life Assurance and Group Income Protection
Private Medical Insurance – Provided by Bupa
25 Days Annual Leave, plus bank holidays
Staff Discounts on our investment products
Personal & Well-being Fund – Supporting your physical and mental wellness
Retail Discounts – Savings at a wide range of high street and online retailers
Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle