Pensions Administrator - #2093200

Company Description Scottish Friendly is a long-established friendly society and financial services group based in Glasgow, dedicated to providing a wide range of savings and investment products. As a mutual organisation with no shareholders, all profits are used for the benefit of its policyholders and members. The group manages over £5 billion in assets and serves more than 700,000 members, reflecting its strong presence and trust in the market. With roots dating back to 1862, Scottish Friendly combines deep industry experience with ongoing investment in technology and modern financial solutions. The organisation is authorised by the Prudential Regulation Authority, regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and is a member of ABI and AFM.

Role Description This is a full-time, hybrid working Pensions Administrator role based in Glasgow. The Pensions Administrator will handle day-to-day administration of pension policies, including setting up new policies, processing contributions, managing transfers, and handling retirements, claims, and policy changes in line with internal procedures and regulatory requirements. The role involves maintaining accurate member records, updating systems and documentation, and performing routine reconciliations and data checks to ensure data integrity. The successful candidate will respond to member and adviser queries via phone, email, and written correspondence, providing clear, accurate, and compliant information. The Pensions Administrator will also support reporting, assist with audits and regulatory returns, and collaborate with colleagues across operations, finance, and compliance to improve processes and customer experience.

Qualifications

• Strong administrative skills, including accurate data entry, document management, and attention to detail in a financial services or similar environment.
• Experience in pensions, life, or investments administration, with an understanding of policy lifecycles, contributions, transfers, and benefit payments (or a strong willingness to learn).
• Good numerical and analytical skills, with the ability to perform basic reconciliations, interpret statements, and follow defined procedures and controls.
• Clear written and verbal communication skills, with the ability to explain complex information in a straightforward way to customers and colleagues.
• Competence in using standard office software (e.g., MS Office, especially Excel and Word) and comfort working with multiple systems and databases.
• Strong organisational and time-management skills, including the ability to prioritise workload, meet deadlines, and work accurately under pressure.
• Collaborative mindset, with a customer-focused approach and a commitment to delivering fair outcomes and high-quality service.
• Previous experience in a regulated financial services environment is advantageous; progress toward or interest in professional pensions or financial services qualifications (e.g., PMI, CII) is a plus.
• Minimum of secondary education with strong grades