Financial advisory support occupations Work, Jobs in Caversham, Brk (with Salaries)

Pensions Administrator
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Senior Pensions Administrator
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
11d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
Client Executive
Eight Financial Advice —Marlow
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
3d
Financial Services Administrator
Scott Financial Limited —Fleet
- Up to £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
5d
Financial Planning Administrator - 12-month FTC
Attivo Group —Reading
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
12d
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Planning Support Administrator
Saltus —Farnham
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Accounting
- Communication skills
- Work from home
- Employee discount
Quick apply
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
5d
Client Services Senior Executive
Craven Street Wealth —Oxford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Communication skills
- Free parking
- Sick pay
Quick apply
12d
Pensions Administration Manager
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
- Referral programme
Pension Administrator
First Actuarial —Basingstoke
- Hybrid work
- Communication skills
- Annual leave
- Life insurance
Paraplanner
Scott Financial Limited —Fleet
- Up to £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
3d
Wealth Administrator
Royal Bank of Canada —Oxford
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
3d
Administrator
Finsgate LLP —Guildford
- £24,420.00 - £38,087.29 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
17h
Client Administrator
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
11d
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Experienced Personal Assistant (PA) – Mortgage & Financial Services
Custom Mortgages & Finance —Windsor
- £18,200 a year
- Part-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
12d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme

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Pensions Administrator

XPS Pensions Group -
Reading

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount
Referral programme

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE
Organisational skills
IT
Financial services
Communication skills
A Level

Full job description

Contractual hours

36.25

Basis

Full time

Job category/type

XPS Administration

Date posted

26/05/2026

Job reference

REQ003625

Pensions Administrator (Insurance)

Location: Reading

Employment Type: Permanent, Full Time

Grade: Associate

Hybrid

REQ003625

About XPS Group:

XPS Group is a prominent and growing UK consultancy and administration firm within the pensions and insurance sectors. As a FTSE 250 company with over 2000 employees, we leverage expertise alongside advanced technology to serve over 1,400 pension schemes and their sponsors. Our goal is to foster a workplace where diverse talents thrive.

About the Role:

Our teams of pensions administrators provide services to a wide range of insurance and trust-based pension schemes, including defined benefit, defined contribution, career average revalued earnings, and hybrid schemes. We are currently seeking a Pensions Administrator to join our team, to provide an effective and efficient pensions administration service to XPS Administration clients, whilst participating in achieving team objectives. This is a hybrid role with an office presence expected twice per week but will require more office time during the initial ‘settling in’ period.

Key Responsibilities:

Performing various administration tasks e.g. handling of data changes, general enquiries, retirements, transfers and deaths, this includes:
- Adhering to best practice procedures in all aspects of pensions administration related tasks as defined by the Company.
- Updating relevant pension administration databases and systems.
- Logging post/correspondence.
- Handling HM Revenue and Customs (HMRC) queries.
- Receiving and handling internal and external telephone queries.
- Running automated systems calculations.
- Performing manual benefits calculations.
- Producing letters to ‘draft standards’ via Electronic Document Management system (EDM) in response to customer queries and arranging for them to be issued after checking.
- Returning original documentation and certificates to customers.
- Amending of, and with experience developing into checking non-financial work e.g. change of address.
- Developing a basic knowledge and awareness of insurer and associated schemes.
- Assisting the team with project related work e.g. bulk mailshots to scheme members.
- Working closely with other departments/teams both internal and external to the Company in order to provide a total service to our clients. E.g. Pensions Accounts, Payroll, Administration Support and others as required
- Ensuring the accurate updating of time recording system (Virtual Office) for both chargeable and non-chargeable activities and meeting required utilisation targets.

Your Profile:

Essential:

Previous office-based experience ideally gained within the financial services or pensions industry would be advantageous. This role is likely to appeal to individuals with up to 12 months experience although not exclusive as all applications will be considered on an individual basis.
Able to demonstrate a basic awareness and/or knowledge of pensions industry.
Able to demonstrate a numerical aptitude evidenced by work related experience or academic achievements as listed below.
IT proficient, in particular Microsoft Word, Excel & Outlook.
Excellent organisational and planning skills.
Ability to work in advance of deadlines and prioritising multiple tasks.
Able to see projects/tasks through to completion within given timescales.
Willingness to learn.
Able to follow instructions, procedures, policies and assimilate information quickly in a consistent manner.
Able to take ownership and responsibility for own work.
Enthusiastic, positive and flexible approach to work.
Effective interpersonal skills.
A high degree of accuracy and attention to detail is required in order to perform their duties both numerical and written.
Good oral and written communication skills.
An active listener and able to follow through on the instructions given.
Able to work as part of a multi-disciplined team.
Good problem-solving skills.
Able to recognise the need for a customer focused approach to their delivery both in terms of quality and exceeding customer expectations.

Qualifications:

Educated to a minimum of A Level or equivalent standard.
Ideally a minimum of three C grades or above at A Level or equivalent qualification.
Strong Maths and English GCSE or equivalent qualification - minimum grade B.
Willingness to study for a relevant pensions qualification e.g. CPC/DPC/RPC/APMI).

Desirable:

Demonstrates a commitment to progressing a pensions administration career.
A self-motivated approach to professional and personal development.
Flexible approach to work pressures.
Developing technical pensions knowledge i.e. different pensions provisions available – DB/DC and CARE.
Continues to seek ways of improving processes and procedures.
Forming successful professional relationships both internally and externally.
Successfully progressing CPC/DPC/RPC/APMI.
Sharing knowledge with colleagues.
Developing more junior members of staff.

What We Offer:

Enjoy a competitive salary, annual discretionary bonus, and 25 days’ holiday with buy/sell flexibility. Benefits include pension matching, healthcare plans, life assurance, and retailer discounts. We support our team with a flexible benefits scheme, employee assistance, and digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.

How to Apply:

Interested candidates should submit applications via Apply Now option or contact [email protected] for more information. Join XPS Group and contribute to a dynamic and inclusive workplace.

Equal Opportunities Statement:

XPS Group is committed to diversity and equal opportunities. We welcome applications from all candidates, irrespective of sex, race, disability, sexual orientation, religion, or belief. As a Disability Confident employer, we ensure accessible and supportive work settings for all employees.

Eligibility:

Any employment offer made will be conditional upon you satisfying DBS Disclosure checks, Employment or educational references, Satisfactory credit checks and eligibility to work in the UK before an offer can be made. XPS Group is not able to provide sponsorship to employees.

Who Are We:

To find out more please visit: www.xpsgroup.com

Apply Now

Refine Your Search

financial advisory support occupations jobs in caversham, brk

Pensions Administrator

Senior Pensions Administrator

Administrator/Paraplanner/Trainee Paraplanner

Client Executive

Financial Services Administrator

Financial Planning Administrator - 12-month FTC

Client Services Administrator

Planning Support Administrator

Financial Administrator (Home Counties)

Client Services Senior Executive

Pensions Administration Manager

Pension Administrator

Paraplanner

Wealth Administrator

Administrator

Client Administrator

Paraplanner

Experienced Personal Assistant (PA) – Mortgage & Financial Services

Protection Paraplanner

Paraplanner (Stokenchurch)

I want to receive the latest job alerts for financial advisory support occupations in caversham, brk

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