We are looking for an experienced Senior Pensions Administrator to join our growing pensions team and play a key role in the administration and development of the Fusion Wealth SIPP.
As part of a specialist team, you will be responsible for the day-to-day administration of pension arrangements, supporting advisers, clients and third-party providers while helping to deliver an outstanding service experience. You will also act as a subject matter expert within the team, providing guidance on complex pension cases, supporting process improvements and contributing to the continued growth of our SIPP proposition.
This is an excellent opportunity for an experienced pensions professional who thrives in a collaborative environment, enjoys solving complex problems and wants to be part of a business investing heavily in the future of its pensions offering.
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Administer pension arrangements within the Fusion Wealth SIPP, including complex and higher-value cases.
- Process pension contributions, transfers, benefit crystallisations, drawdown payments and death benefit cases.
- Review and authorise pension administration activities in line with agreed controls and procedures.
- Act as a point of escalation for technical and operational queries within the team.
- Support advisers, clients and third-party providers with complex pension enquiries.
- Monitor service levels and help drive continuous improvements across processes and controls.
- Assist with training, coaching and mentoring junior team members.
- Identify opportunities to improve efficiency, customer outcomes and operational effectiveness.
- Maintain accurate records and management information.
- Support regulatory and governance requirements, ensuring all activity is completed in line with FCA and HMRC regulations.
- Build and maintain strong working relationships with colleagues across the wider business.
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Proven experience in pensions administration, ideally within a SIPP environment.
- Strong understanding of personal pensions, SIPPs and pension legislation.
- Experience handling complex pension cases, transfers and benefit events.
- Strong working knowledge of FCA and HMRC pension regulations.
- Excellent attention to detail and accuracy.
- Ability to prioritise workloads and manage multiple tasks effectively.
- Strong written and verbal communication skills.
- Confident using Microsoft Office applications, particularly Excel.
- Ability to identify issues, investigate root causes and implement solutions.
- Experience supporting or mentoring less experienced colleagues would be beneficial.
- Professional qualifications such as PMI, CII or equivalent are desirable but not essential.
You'll be based at our Broadlands Business Campus near Horsham in West Sussex.
Our spacious countryside campus provides an excellent working environment and includes an on-site restaurant, coffee shop and gym. We also operate a shuttle bus service between Horsham railway station and the campus.
Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.
We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.
Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.
As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.
We're looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
