Montfort is recruiting: Pensions Administrator

Montfort is seeking a Pensions Administrator to join its team of leading advisers and paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits.

Job Description:
• Performing all administration, including the more complex tasks for the pensions administration of client portfolio
• Assisting paraplanners, advisers and the pension transfer specialist on the preparation of suitability reports and consolidation of pensions
• Dealing with benefit statements and life assurance, ensuring that work is completed in line with customer and legislation requirements
• Alerting Advisers of client reviews and working with client database and systems
• Performing complex manual benefits calculations and automated systems calculations
• Keeping abreast of technical and legislative developments within the pensions industry
• Office administrative duties including scanning and filing of incoming post, greeting clients, setting up meeting rooms and answering calls.

Benefits:
After satisfactory completion of probation period:

  • The company supports training and exams.
  • Company Pension Scheme.
  • Healthcare
  • Death in Service cover
  • Generous annual leave allowance
  • Free on-site parking
Back to all posts

Montfort were incredibly helpful during our move to Spain. The team took the time to explain everything to ensure we could act quickly on their advice. I was really impressed with the end report which gave us clear guidelines on managing our pensions, income, residency and setting up bank accounts, everything! We would not hesitate to recommend Montfort again.

Ms S. Stienen-Durand Spain - 2016

Ask A Montfort Finacial Planning Expert

Ask an expert

To speak with one of qualified financial advisers, please do not hesitate to contact us with any queries you may have regarding your financial planning and the services we offer. We would be delighted to be of assistance.