Morgan Lloyd

Morgan LLoyd

Morgan Lloyd was established in 2003 to provide professional Pension Trustee and Administration Services for Small Self Administered Schemes (SSAS) and has enjoyed significant organic growth since this date.

We are currently looking for an Pensions Administrator

Pensions Administrator logo

Closing date: 24-05-2019

Morgan Lloyd is looking for a hardworking and professional Pensions Administrator to join their team. The individual will manage a portfolio of SSAS and SIPP pension schemes and undertake various administrative duties within strict deadlines to a high standard.

For this position the individual should be able to use their strong organisational and communication skills to provide excellent customer service. The individual will have an understanding of the financial industry and be confident with dealing with Financial Advisers and clients in a fast-paced environment.

An understanding of various investment options such as loanbacks and commercial property purchases is desirable. Details of the role are as follows:

Responsibilities (Duties & Capabilities)

  • Manage and maintain a portfolio of SSAS and SIPP pension schemes
  • Main contact for internal/external Financial Advisers and scheme members
  • Calculation and payment of pension benefits
  • Takeover of existing schemes and transfers away to other providers
  • Preparing, archiving and retrieval of documentation
  • Process online banking payments for invoices, fees  and investments
  • Oversee commercial property purchases and sales and liaise with solicitors
  • Completion of loanbacks, Intellectual Property purchases and share acquisitions
  • Help resolve member queries and disputes
  • Usage of internal database for accurate record keeping
  • Keep up to date with pension legislation and law
  • Assist with project work
  • Provide training and support to less experienced staff, updating of procedure guides and offer process improvement suggestions
  • Undertake a variety of administrative duties as per team requirements within strict Service Level Agreements

Requirements (Competencies &Expertise)

  • Ability to work and think
    under pressure independently and as part of a team
  • Be flexible and adaptable
  • Excellent organisational and skills and high attention to detail
  • Familiarity with office equipment (scanners, printers etc.)
  • Computer literacy (MS Word, Excel and Outlook)
  • Strong verbal and written communication skills
  • Excellent numeracy skills
  • Ability to remain calm when under pressure while maintaining quality and meeting deadlines
  • Professionalism and ability to demonstrate excellent customer service
  • Strong organisational and time management skills
  • Able to build rapport and relationships with clients and colleagues
  • Experience with handling external incoming telephone calls and dealing with internal and external clients and providers
  • Professional qualifications desirable but not essential
  • Experience and knowledge of financial services, specifically the pensions industry

Salary range: £17000 – £24000



If you are interested in applying for the position or would like more information please contact by email Sian Carwithen
or call 01275 379 200.