Pensions Case Manager
Fintelligent Search
If you're someone who enjoys organisation, takes pride in getting the details right, and is looking to build a long-term career in financial services without being in a sales role, this Pensions Case Manager opportunity could be an excellent fit. You'll join a growing business where training is a priority and your contribution plays a key role in delivering an outstanding client experience.
This is a back-office, administration-focused position supporting clients through the pensions transfer and onboarding process. You'll develop specialist knowledge, take ownership of your own workload, and join a business that is investing heavily in its people, creating genuine opportunities to progress into senior administration, team leadership, or wider operational roles.
Package & Benefits
• Salary £28,000 per annum.
• Monthly performance bonus circa £100-£150.
• Private healthcare.
• Profit share scheme.
• 8% employer pension contribution.
• Death in service cover.
• Professional qualification support, comprehensive training, and structured career development.
About the Company
You'll be joining a fast-growing financial services business that is investing heavily in its people, technology, and future growth. With a collaborative culture, consistent investment in employee development, and a strong track record of promoting from within, it's an excellent environment for someone looking to build a long-term career in financial services operations.
Key Responsibilities
• Manage pension transfer administration from initial instruction through to completion.
• Process client onboarding, prepare documentation, obtain electronic signatures, and maintain accurate records.
• Liaise with pension providers and clients to provide regular progress updates and ensure cases move forward efficiently.
• Take ownership of your workload while supporting advisers and the wider client services team.
About You
• Previous administration or client services experience within a professional office environment.
• Experience managing documentation, customer records, or case administration.
• Experience using business systems and maintaining accurate administrative records.
If you're looking for a career where you can develop specialist administration skills within a supportive and growing financial services business, we'd love to hear from you, even if your CV isn't fully up to date. Contact Fintelligent for more information or a confidential discussion.
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