Pensions Finance Administrator

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STM Fidecs Life, Health & Pensions

To assist and support the pension’s administration/finance team with the processing of new business and pension transfers, collection of fees, and reconciliation of client accounts. Scan and link all documents to keep full electronic files, and process investment duties as required by the team. Good communication skills will be essential in order to maintain first class customer service at a high quality level.


  • Office administration – filing, scanning, linking, photocopying, post, obtaining signatures, etc
  • Ensuring statutory records are up-to-date and accurate
  • Maintenance of client data within the primary back office system
  • Assisting with the administration of pension transfer schemes
  • Checking online banking reports, financial postings, and allocating receipts of funds on a daily basis
  • Reconciling and generating daily reports on bank accounts held/processing cheques accordingly
  • Processing payments and paying invoices as necessary
  • Ensuring monthly/weekly tasks and reports are kept up-to-date for audit purposes
  • Raising any paperwork/forms required and chasing outstanding queries and requests
  • Providing general support to the team such as dealing with ad hoc requests from the business


  • Good communication skills – written and verbal
  • Computer and numerical literacy
  • Ability to build relationships with colleagues and all key pensions stakeholders across the business
  • Ability to work within a team environment with a flexible and adaptable attitude
  • Keen attention to detail
  • Able to meet deadlines without compromising work quality
  • Organised and flexible in approach
  • Ability to work independently and grasp new concepts quickly and efficiently


  • IT literate
  • Organised and flexible approach with the ability to multi-task under pressure
  • Good written and verbal communication skills
  • Attention to detail and accuracy
  • Analytical and problem solving skills
  • Good communication skills
  • Ability to prioritise and to work to deadlines


  • Familiar with main office productivity software including experience in using database systems
  • Tax Office (or HMRC) pensions requirements
  • Regulatory compliance procedures
  • Data Protection Act requirements
  • Anti-Money Laundering requirements
  • Financial Crime requirements

Preferably experience working in a financial services environment within a pensions team with an understanding of the following:

  • Money in and out administration
  • Use of financial back office systems
  • Carrying out investment instructions
  • Accounting and finance legislation
  • Double entry and basic accounts knowledge

Educated to at least GCSE level, specifically with passes in English and Maths


  • A level or equivalent qualification
  • Award in Pension Essentials or will to work towards

To apply for this job email your details to


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