Assistant Pensions Administrator

Assistant Pensions Administrator – Cardiff, South Wales

Location:

Cardiff, South Wales
Position Type:
Permanent, Full-time | Assistant Pensions Administrator
Industry: Wealth Management / Financial Planning
Salary: £25,000 – £30,000 (depending on experience and qualifications)
About the Role
We're representing a well-established and growing wealth management practice based in Cardiff, providing tailored financial planning and wealth management services to individuals, families and business owners across South Wales and beyond. Due to continued growth, they are looking to recruit an Assistant Pensions Administrator to join their experienced and supportive team.
This is an excellent opportunity for an organised and detail-oriented individual looking to develop a long-term career within wealth management and financial services. Working alongside experienced advisers and administrators, you'll gain exposure to pension administration, compliance and client service while benefiting from ongoing training and genuine career progression.

Key Responsibilities
 
* Process pension applications, transfers and associated client documentation.
 
* Liaise with pension providers, investment platforms and third-party organisations to progress client cases.
 
* Monitor outstanding requirements and ensure pension cases are completed efficiently.
 
* Maintain accurate client records and update CRM and back-office systems.
 
* Support financial advisers with client review preparation and pension administration.
 
* Assist with compliance activities, including file reviews, document checking and audit trail maintenance.
 
* Prepare client correspondence, meeting packs and supporting documentation.
 
* Manage electronic filing systems and ensure client records remain accurate and compliant.
 
* Coordinate appointments, manage diaries and handle client enquiries professionally.
 
* Provide general administrative support to the wider financial planning and wealth management team.
Ideal Candidate Profile
 
* Previous experience within an administrative or office support role.
 
* Excellent organisational and time management skills with strong attention to detail.
 
* Confident using Microsoft Office, including Word, Excel and Outlook.
 
* Strong written and verbal communication skills.
 
* Professional, proactive and client-focused approach.
 
* Ability to work independently and collaboratively within a team.
 
* Previous experience within financial services, pensions, wealth management, compliance, legal services or another professional services environment would be advantageous.
 
* Experience using CRM, document management or financial planning software is desirable.
 
* An interest in building a long-term career within financial planning and wealth management.
 
* Willingness to study towards relevant professional qualifications would be beneficial.
Why This Opportunity Stands Out
 
* Competitive salary of £25,000 – £30,000 depending on experience.
 
* Supportive and collaborative team environment.
 
* Ongoing training and professional development.
 
* Clear career progression within a growing wealth management practice.
 
* Opportunity to gain industry-recognised professional qualifications.
 
* Exposure to a varied and interesting client portfolio.
 
* Modern systems and technology.
 
* Recognition and reward for performance, commitment and personal development.
 
* Long-term career opportunities within a respected financial planning business