Assistant Pensions Administrator
Assistant Pensions Administrator Cardiff, South Wales Location: Cardiff, South Wales Position Type: Permanent, Full-time Assistant Pensions Administrator Industry: Wealth Management / Financial Planning Salary: £25,000 £30,000 (depending on experience and qualifications) About the Role We''re representing a well-established and growing wealth management practice based in Cardiff, providing tailored financial planning and wealth management services to individuals, families and business owners across South Wales and beyond. Due to continued growth, they are looking to recruit an Assistant Pensions Administrator to join their experienced and supportive team. This is an excellent opportunity for an organised and detail-oriented individual looking to develop a long-term career within wealth management and financial services. Working alongside experienced advisers and administrators, you''ll gain exposure to pension administration, compliance and client service while benefiting from ongoing training and genuine career progression. Key Responsibilities Process pension applications, transfers and associated client documentation. Liaise with pension providers, investment platforms and third-party organisations to progress client cases. Monitor outstanding requirements and ensure pension cases are completed efficiently. Maintain accurate client records and update CRM and back-office systems. Support financial advisers with client review preparation and pension administration. Assist ..... full job details .....
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