Finance Administrator

• Annual Salary: Competitive
• Location: Bromsgrove
• Job Type: Full-time

The successful candidate will be a primary point of contact for allocated clients, understanding their processes and needs thoroughly.

Day-to-day of the role:

• Oversee and manage a portfolio of Bespoke clients, ensuring all duties of a Bespoke Executive are fulfilled.
• Support Maes client work as needed, performing all duties expected of a Maes Executive.
• Handle day-to-day team workloads including managing inbox inquiries.
• Assist in training and development of peers, utilizing tools like inform+equip for monitoring and coaching.
• Maintain accurate and up-to-date client files and documentation.
• Stay informed about industry developments, including changes in legislation and market trends.
• Facilitate the implementation of new clients and new business for existing clients, ensuring efficient operation.
• Administer group pensions, including data validation, auto-enrolment assessments, and payroll deduction schedules.
• Liaise between pension providers, The Pensions Regulator, and clients.
• Address employer and employee queries promptly.
• Identify opportunities for added value and maintain compliance with regular audits.
• Arrange and conduct conference calls and meetings with clients as necessary.
• Manage and prioritize workload effectively, including volunteering for additional tasks during quieter periods.

Required Skills & Qualifications:

• Experience in a Customer Services role, preferably within pensions administration.
• CII qualifications are desirable.
• Proficiency in Excel, MS Teams, and Outlook is essential.
• Strong organizational skills and attention to detail.
• Excellent interpersonal and communication skills.
• A proactive, team-oriented mindset with a focus on continuous improvement.

Benefits:

• Competitive salary package.
• Opportunities for professional development and training.
• A supportive and dynamic work environment.
• Comprehensive benefits package tailored to meet health and wellness needs.

To apply for the Pension Administrator, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.