Pensions Officer

🔒 Confidential Employer
Posted 20 April 2026
LOCATION
Birmingham
TYPE
Full-time
LEVEL
Associate
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Pensions Client Queries Microsoft Office Communication Skills Organisation Attention to Detail Project Management Documentation

FULL DESCRIPTION

Pensions Officer

Location: Birmingham

Salary: Competitive salary and excellent benefits

What you’ll be doing

  • Acting as a first point of contact for client queries
  • Coordinating meetings and preparing papers
  • Attending client/adviser meetings and tracking actions
  • Supporting project plans and deadlines
  • Drafting professional correspondence
  • Maintaining accurate client records and documentation
  • Assisting with billing and regulatory submissions
  • Supporting business development and attending events

What we’re looking for

  • A minimum of 2 years’ experience in UK DB/DC occupational pensions
  • Interest in pensions and willingness to learn (PMI study support available)
  • Strong organisation and attention to detail
  • Confident communication skills
  • Ability to manage multiple priorities
  • A proactive, team-focused mindset
  • Good working knowledge of Microsoft Office

What you’ll get

  • Supportive, friendly team culture
  • Clear career progression and structured development
  • Early client exposure and responsibility
  • Ongoing training and professional qualifications
  • Opportunity to work on complex, high-impact pensions work
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