Pensions Case Manager

Supportive team environment | Genuine long-term progression | Comprehensive training | Excellent benefits package 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 £30,000 per annum. • Monthly performance bonus circa £200-£300 • 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. AW_FIN