Pensions Administrator (Financial Services)

A J Bell Limited
Exchange Quay, Manchester
£16000 - £19000/annum Bonus + Study Support + Benefits
10 Jun 2017
10 Jul 2017
Contract Type
Full Time
Role: Pensions Administrator (Financial Services)
Location: Exchange Quay, Manchester
Salary: £16K - £19K + Bonus + Study Support + Benefits


Looking to develop a career with an award winning business in the financial services industry? AJ Bell could have just the opportunity for you.

AJ Bell is one of the largest providers of low cost online investment platforms and stockbroker services in the UK, with assets under administration exceeding £36.3 billion and more than 152,400 clients. Our award winning products include Self-Invested Personal Pensions (SIPP), ISAs and Dealing Accounts

We have vacancies to suit a range of experience across our Client Services department and we are keen to talk to anyone who is passionate about customer service, enjoys administration work and has a keen interest within the financial services industry.


• Day to day administration of our products, including any enquiries received by phone, email and post.
• Processing your workload in accordance with procedures, external, internal compliance, regulatory requirements and product rules.
• Processing client requests and documentation, ensuring the smooth running of administrative services to meet with internal and external service level agreements.
• Handling financial transactions using internal systems and external online banking systems to manage the daily flow of payments.
• Developing a knowledge and understanding of AJ Bell services and products, continually considering the FCA’s principles of treating customers fairly.
• Maintaining accurate records on paper and electronically using databases and other client systems.

Essential Skills:

Successful applicants will demonstrate strong customer service skills with the ability to organise workloads, prioritise and meet deadlines. You will be proficient with Microsoft Excel and Word and will hold a minimum of 5 GCSE’s A-C (including Maths and English).

You will deal directly with our clients and their financial advisers, and will need to have strong communication skills to explain things clearly.

Desirable Skills:

Knowledge of the pension industry or financial services is desirable, as full training will be provided upon employment.

Other Information:

In return we’ll provide the training and support you need in order to develop within your role. There are opportunities for growth and professional development for hardworking members wanting to progress within their career, including induction training and our study support scheme which is part of our benefits package.

At AJ Bell you can expect a friendly working environment with a strong sense of team work. We have a great sense of pride in what we do and this is reflected in our strong guiding principles