⚠️

High Automation Risk

This role has an above-average probability of significant AI or automation disruption. Consider upskilling and monitoring AI tooling in this sector.

Pensions Administrator

Boal & Co Limited

Full TimePermanentNot specifiedAdministration

Posted 15 March 2026Closes 20 March 2026

Apply for this role ⇄ Compare with another role

👤 For candidates

🤖 Enhance with AI

›Automate routine data entry with Excel macros or Power Automate
›Use Copilot for Word to draft compliance documents faster
›Leverage AI chatbots for initial client query responses

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For employers

🔄 Alternatives

🤖 AI AgentUiPath RPA

Automate pension transaction processing and compliance checks

💻 TechnologyCopilot for Excel

Generate pension reports and automate calculations

🌍 OutsourcingSpecialist Pension BPO

Externalise routine pension administration tasks

⚡ Recommendation

🔀 Hybrid approach

Combine AI automation for routine tasks with human oversight for compliance and client service

Microsoft Copilot & M365

Copilot for Excel

Automate pension transaction recording and reporting

Power Automate

Streamline compliance checks and workflow approvals

Copilot for Word

Draft regulatory documents and client communications efficiently

65% Medium riskAI 72%

AI Exposure (AIOE)72%

Brokerage Clerks

O*NET 43-4011.00

Top Skills

Administration and Management Time Management Microsoft Office

🇬🇧 Visa eligible↑ 17% Claude Index

🏢 For Employers

This role scores highly for automation potential. You may want to consider a technological solution - or redesign the role to focus on tasks that benefit from human judgement.

👤 For Candidates

This role is highly automatable. Unless you can augment your work using AI tools, long-term prospects in this area may be limited. Consider building complementary skills that are harder to automate.

Job Description

Required skills and experience: 2-3 years’ office experience, ideally in pensions, finance or banking. Educated to A-level or ability to demonstrate equivalent capability. Excellent communication and personal skills with a strong customer service ethic. Understanding of investments and/or financial transactions or ability to demonstrate strong numeracy skills. Proficient in a range of Microsoft applications (or equivalent). Ability to work independently and to tight deadlines (once full training given). Strong administrative, organisational and time management skills. Understanding of Anti Money Laundering (AML) and Customer Due Diligence (CDD) would be an advantage. For more details and to apply contact hr@boalco.com

Automation Risk

Automation probability65%

AI exposure (AIOE)72%

This role contains a high proportion of routine and codifiable tasks such as transaction processing, record-keeping, and report generation, which are increasingly automatable with RPA and AI tools. However, tasks requiring regulatory interpretation, process improvement, and complex client interaction still require human judgment and oversight. Overall, the role is at high risk of automation, but AI will also heavily augment remaining tasks.

Task analysis

Process and record pension contributions, withdrawals, and transfers accurately in line with company procedures.
Respond to customer and client queries regarding pension accounts and transactions.
Prepare and submit regulatory and compliance documentation, including AML and CDD checks.
Maintain accurate records of all pension transactions and client communications.
Liaise with internal teams and external providers to coordinate pension fund transfers and resolve discrepancies.
Monitor deadlines for processing pension events and ensure compliance with service level agreements.
Compile and generate regular reports on pension fund activity and client accounts.
Interpret and apply pension scheme rules, regulatory requirements, and internal policies.
Support process improvements and contribute to the development of administrative procedures.

Automatable AI-assisted Human-only

Occupational Classification

🇬🇧 UK Skilled Worker Visa Eligible

UK SOC2020: 4122 — Finance administrators

O*NET: 43-4011.00 — Brokerage Clerks

AI analysis: 16 March 2026

UK Salary Benchmark

Office administrative, office support and other business support activities · ONS ASHE 2024 annual earnings

scale £50k

UK sector median

£34,855

UK sector mean

£49,618

£0£13k£25k£38k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

›Automate routine data entry with Excel macros or Power Automate
›Use Copilot for Word to draft compliance documents faster
›Leverage AI chatbots for initial client query responses

📈 Disruption outlook

1 yr

5 yrs

10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

🤖 AI AgentUiPath RPA

Automate pension transaction processing and compliance checks

💻 TechnologyCopilot for Excel

Generate pension reports and automate calculations

🌍 OutsourcingSpecialist Pension BPO

Externalise routine pension administration tasks

⚡ Recommendation

🔀 Hybrid approach

Combine AI automation for routine tasks with human oversight for compliance and client service

Microsoft Copilot & M365

Copilot for Excel

Automate pension transaction recording and reporting

Power Automate

Streamline compliance checks and workflow approvals

Copilot for Word

Draft regulatory documents and client communications efficiently

Key Skills

Administration and ManagementIntermediateTime ManagementIntermediateMicrosoft OfficeIntermediateAttention to DetailAdvancedCustomer and Personal ServiceIntermediateAnti-Money Laundering (AML)BeginnerDue DiligenceBeginnerFinancial ReportingBeginnerActive ListeningIntermediateReport WritingBeginnerTeamworkIntermediate

Knowledge Areas

Administrative ProceduresCustomer Relationship ManagementEconomics and AccountingFinancial Regulations and ComplianceReporting and DocumentationData Analysis and ReportingRegulatory Compliance

O*NET Competency Skills

Active ListeningSpeakingReading ComprehensionTime ManagementCritical ThinkingMonitoringWritingActive LearningJudgment and Decision MakingMathematicsService OrientationSocial Perceptiveness

Alternative Career Paths

Pensions Analyst85% match

Focuses on data analysis and reporting for pension schemes, leveraging advanced analytical and regulatory knowledge.

Compliance Officer75% match

Specializes in ensuring organizational adherence to financial regulations and AML requirements.

Client Relationship Manager70% match

Manages and develops relationships with pension clients, emphasizing service and communication skills.

Financial Administrator80% match

Handles a broad range of financial administrative tasks across banking, insurance, or investment sectors.

Also Consider

Brokerage Clerk Financial Clerk Compliance Assistant Investment Operations Administrator Client Services Administrator Banking Operations Clerk Trust Administrator Records Management Clerk

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Adobe Creative Cloud softwareAdobe IllustratorAdobe PhotoshopMicrosoft PowerPointSalesforce softwareMicrosoft AccessStructured query language SQLAdobe AcrobatMicrosoft SharePoint

Work Activities

General work activities from O*NET

Getting Information
Working with Computers
Processing Information
Communicating with People Outside the Organization
Establishing and Maintaining Interpersonal Relationships
Evaluating Information to Determine Compliance with Standards
Making Decisions and Solving Problems
Updating and Using Relevant Knowledge
Identifying Objects, Actions, and Events
Analyzing Data or Information
Organizing, Planning, and Prioritizing Work
Communicating with Supervisors, Peers, or Subordinates
Documenting/Recording Information

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

17%

of conversations

Classic Auto. Risk

98%

Frey & Osborne

Job Zone

Pensions Administrator

Job Description

Automation Risk

Occupational Classification

UK Salary Benchmark

👤 For Candidates

🏢 For Employers

Key Skills

Knowledge Areas

Alternative Career Paths

Also Consider

🔥 Hot Technologies

Work Activities

Anthropic Economic Index

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