Job Description – Senior Pension Administrator
Salary: £26,000 per year
Location: Ramsbottom, Greater Manchester (in person)
Job Type: Full-time | No weekends
Flexible working: Choose between a 9-day fortnight (an extra day off every two weeks) or a standard Monday–Friday week with flexi time
About Us
Join Whitehall Group, a multi-award-winning pensions specialist.
Recognised as the Best Pension Service 2025 and Highly Commended Best SSAS Provider at the Moneyfacts Awards, and five-time winner of Best SSAS Provider, we’re proud of our reputation for exceptional service, innovation, and integrity.
Want to find out more? Visit our website at www.whitehallgroup.co.uk to see who we are and what we do. You can also meet the team there.
Employee Benefits
- 9-day fortnight (extra day off every two weeks) or standard Monday–Friday with flexi time
- Life assurance
- Sick pay
- Yearly discretionary bonus
- Company events
About the Role
As a Senior Pension Administrator, you’ll play a key role in supporting Account Managers with the day-to-day operation of the pension schemes we run. You will also take responsibility for the day-to-day administration of an initial portfolio of around 50 SSAS pension schemes, operating at beginner Account Manager level and providing a clear pathway towards an Account Manager role.
While you will not be required to provide financial advice, the role demands a strong blend of interpersonal skills, financial awareness, and attention to detail.
You’ll be responsible for accurate and timely processing of scheme administration tasks, maintaining meticulous records, ensuring high standards of client service, and taking increasing ownership of your allocated schemes as your knowledge and experience develop.
Key Responsibilities
- Handle general pension scheme correspondence
- Process standard pension scheme investments and disinvestments
- Issue standard reminder letters
- Prepare and issue scheme anniversary packs and invoices
- Carry out administrative tasks as they arise
- Process cash contributions, transfers-in, and transfers-out
- Process pension scheme payments
- Liaise with banks, insurance companies, and investment providers (e.g., investment registration, changing signatories, obtaining valuations)
- Liaise with IFAs, accountants, and other professional introducers regarding their clients
- Handle enquiries by telephone, email, fax, and in writing in a professional and efficient manner
- Maintain accurate and up-to-date records using back-office systems
- Follow company procedures and report operational risks to Directors
- Work towards increasing scheme responsibility and competence as part of the progression pathway to Account Manager
- Escalate complex, unusual or higher-risk matters to the Account Manager or relevant senior colleague where required
- Support and progressively undertake more complex scheme work, including non-standard investments, retirement benefits, drawdown, fund split calculations and other Account Manager-level tasks, with appropriate oversight
- Prepare and progress scheme alterations, Trust Deeds and Trustee Resolutions within your level of competence
- Build and maintain positive working relationships with clients, IFAs and key stakeholders
- Manage and prioritise work across the allocated portfolio, ensuring actions, deadlines and follow-ups are progressed promptly
- Act as a day-to-day point of contact for clients, IFAs and professional introducers in relation to allocated schemes
- Take day-to-day responsibility for an initial portfolio of around 50 SSAS pension schemes, working at beginner Account Manager level
Additional Responsibilities (as required)
- Set up new pension schemes and IFA relationships
- File HMRC pension scheme and other regulatory returns
- Attend client and IFA meetings where appropriate
- Manage debtor chasing and new business prospect follow-ups
- Handle incoming/outgoing post
- Carry out registrations, renewals, and direct debits with The Pensions Regulator and the Information Commissioner
- Issue pension payslips and pay cheques into the bank
- Maintain stationery levels
- Update internal procedures or standard documents when required
- Coordinate Director meetings and greet clients visiting the company premises
- Undertake any other duties requested by the Directors
About You
You’ll be organised, accurate, and able to manage multiple priorities while taking day-to-day ownership of an initial portfolio of around 50 SSAS pension schemes. You’ll be confident communicating directly with clients, IFAs and third parties, using your initiative and judgement within your level of competence, while escalating more complex matters to the Account Manager as required.
Skills, Knowledge & Attributes
- Strong communication and interpersonal skills
- Clear and concise written communication
- Excellent administrative and computer skills
- Ability to analyse figures and perform accurate calculations
- Exceptional attention to detail
- Organised and methodical approach to work
- Team player with the ability to work independently
- Customer-focused with a commitment to high-quality service
- Commercial awareness
- Ability to work to deadlines and prioritise effectively
Experience
- Office administration: 1 year (preferred)
- SSAS pension administration: 2 years (preferred)
Work Location
In person – Ramsbottom, Greater Manchester
Job Types: Full-time, Permanent
Pay: From £26,000.00 per year
Work Location: In person
