Customer Services Executive

📍 Liverpool | Hybrid (1 day from home)
💰 £28,000 - £30,000 depending on experience
🕒 Full-time | Permanent
🏢 Financial Services

This is a great opportunity for someone who enjoys working with accuracy, responsibility and structured processes, while delivering a professional service to members and advisers.

The Role

You will support the administration of pension income payments, death benefit cases and regulatory reporting, ensuring all processes are handled accurately and in line with legislation and company procedures.

Key Responsibilities

• Process pension income payments, benefits and payroll activities.

• Apply scheme rules and legislation accurately.

• Ensure compliance with regulatory reporting requirements and deadlines.

• Manage death benefit and divorce cases with professionalism and sensitivity.

• Maintain accurate records and documentation.

• Prepare and submit regulatory reports.

• Build strong working relationships with members, advisers and internal teams.

About You

• Highly organised with excellent attention to detail.

• Comfortable working with financial data and regulated processes.

• Strong communication skills and professional approach.

Experience Required

• Experience within pensions, payroll, benefits or financial administration.

• Exposure to regulated or compliance-driven environments.

• Experience working with financial data and reporting.