Pensions Administrator (Temporary)

Boal & Co Limited

Full TimeTemporaryNot specifiedAdministration

Posted 15 March 2026Closes 20 March 2026

Apply for this role ⇄ Compare with another role

👤 For candidates

🤖 Enhance with AI

›Use Copilot for Excel to automate transaction logs
›Apply Power Automate for compliance workflows
›Leverage AI chatbots for routine client queries

📈 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

💻 TechnologyPension Administration Software

Automates record-keeping and compliance documentation tasks

🤖 AI AgentAI Chatbot

Handles routine client queries and updates efficiently

🔀 RestructureHybrid Admin Model

Combines tech automation with specialist staff oversight

⚡ Recommendation

🔀 Hybrid approach

Routine tasks can be automated; complex cases need human oversight and judgement

Microsoft Copilot & M365

Copilot for Excel

Automate pension transaction logs and calculations

Power Automate

Streamline compliance and reporting workflows

Copilot for Outlook

Draft responses to client queries and reminders

65% Medium riskAI 70%

AI Exposure (AIOE)70%

Brokerage Clerks

O*NET 43-4011.00

Top Skills

Administration and Management Time Management Microsoft Office

🇬🇧 Visa eligible↑ 17% Claude Index

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)70%

This role involves a high proportion of routine and codifiable tasks, such as transaction processing, record-keeping, and compliance checks, which are increasingly automated by specialized software. However, tasks requiring nuanced regulatory interpretation and client relationship management still require human skills. Overall, AI tools can augment many aspects, but full automation is limited by the need for judgment and empathy.

Task analysis

Process and record pension transactions, including contributions, transfers, and payments.
Communicate with clients to answer queries and provide updates on pension accounts.
Prepare and submit regulatory compliance documentation related to pension administration.
Verify client identity and perform due diligence checks in line with AML and CDD requirements.
Maintain accurate records of all pension transactions and communications.
Liaise with internal teams and external providers to resolve discrepancies and ensure timely processing.
Monitor deadlines and ensure all tasks are completed within required timeframes.
Interpret and apply pension scheme rules and relevant regulations to client cases.
Provide a high standard of customer service, building trust and rapport with clients.

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

›Use Copilot for Excel to automate transaction logs
›Apply Power Automate for compliance workflows
›Leverage AI chatbots for routine client queries

📈 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

💻 TechnologyPension Administration Software

Automates record-keeping and compliance documentation tasks

🤖 AI AgentAI Chatbot

Handles routine client queries and updates efficiently

🔀 RestructureHybrid Admin Model

Combines tech automation with specialist staff oversight

⚡ Recommendation

🔀 Hybrid approach

Routine tasks can be automated; complex cases need human oversight and judgement

Microsoft Copilot & M365

Copilot for Excel

Automate pension transaction logs and calculations

Power Automate

Streamline compliance and reporting workflows

Copilot for Outlook

Draft responses to client queries and reminders

Key Skills

Administration and ManagementIntermediateTime ManagementIntermediateMicrosoft OfficeIntermediateAttention to DetailAdvancedCustomer and Personal ServiceIntermediateAnti-Money Laundering (AML)BeginnerDue DiligenceBeginnerCritical ThinkingIntermediateMicrosoft ExcelIntermediateReport WritingBeginnerFinancial ReportingBeginner

Knowledge Areas

Administrative ProceduresCustomer Relationship ManagementEconomics and AccountingFinancial Regulations and ComplianceData Analysis and ReportingConfidentiality and Data ProtectionTrust and Company Administration

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 Excel and analytical skills.

Compliance Administrator80% match

Specializes in regulatory compliance and due diligence within financial services organizations.

Financial Services Administrator78% match

Handles administrative duties across a range of financial products and services, broadening industry exposure.

Client Services Executive75% match

Manages client relationships and service delivery in finance or pensions, with a focus on communication.

Payroll Administrator70% match

Processes payroll and related transactions, applying similar administrative and compliance skills.

Also Consider

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