Job Description

Junior Pensions Administrator (Entry-Level) - Pense

Location:

Lakeside, Doncaster

Salary:

National Minimum Wage (per age group)

Hours:

Full-time, permanent

About Pense

Pense is a next-generation, FCA-regulated financial advice firm specialising in retirement income planning. We combine expert human advice with smart technology to help people get more from their pensions -- often saving clients tens of thousands in fees compared to traditional providers. From pension drawdown to annuities and tax-free cash strategies, we offer transparent, fixed-fee advice focused entirely on the client's best interests.

We're growing fast, trusted by thousands of clients, and rated 5-stars on Trustpilot. Now, we're looking for a highly organised and detail-driven Junior Pensions Administrator to join our mission of transforming pension advice in the UK.

Role Overview

As a Junior Pensions Administrator, you will play a key role in delivering a smooth and professional experience to clients moving their pensions to us. You'll be fully trained to liaise with providers, manage transfer paperwork, update client records, and support our advisers in delivering FCA-compliant advice with efficiency and accuracy.

This is an ideal position for someone who thrives in a process-driven environment, loves getting things right, and wants to build a career in financial services within a purpose-driven business.

Key Responsibilities

Manage all incoming and outgoing Letters of Authority (LOAs) and pension transfer documentation Liaise with pension providers (phone, email, and platforms like Origo) to request and follow up on policy information Accurately record and maintain data on internal systems (CRM, platforms, compliance logs) Monitor ongoing cases and proactively chase outstanding actions to avoid delays Handle client queries promptly and professionally, delivering exceptional service Maintain compliance with FCA regulations, internal policies, and GDPR requirements Assist with onboarding new clients into drawdown or annuity solutions Provide administrative support across the wider operations team as needed

What We're Looking For

A reliable and dependable approach to work, with excellent punctuality and a strong sense of responsibility for delivering tasks accurately and on time A committed and proactive attitude, with a willingness to go the extra mile and a genuine desire to develop new skills and progress your career within a growing company Strong organisational skills and attention to detail Confident communicator, especially on the phone and by email Willingness to learn new systems and processes (full training provided) Enthusiasm for helping clients and working as part of a team Good IT skills (familiarity with Microsoft Office and online platforms) No previous experience in financial services required -- we welcome applications from those looking to start a career

Desirable (but not essential):

An interest in pensions, financial services, or administration Experience supporting customer service or office processes

What We Offer

Full on-the-job training and mentoring Supportive, purpose-driven work environment Opportunities for progression and development within a growing business The chance to make a difference in the retirement market and people's lives
Job Type: Full-time

Pay: 19,500.00-23,809.00 per year

Benefits:

Company pension Free parking On-site parking
Schedule:

Monday to Friday
Language:

English (preferred)
Work Location: In person