Junior/Trainee Pensions Administrator
To provide an effective and efficient pensions administration service to clients, whilst participating in achieving team objectives.
Key responsibilities & accountabilities
Performing various administration tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths, this includes:
- Updating relevant pension administration databases and systems.
- Logging and scanning post/correspondence.
- Handling both Department for Work and Pensions (DWP) and HM Revenue and Customs (HMRC) queries.
- Receiving and handling internal and external telephone queries.
- Running automated systems calculations.
- Performing manual benefits calculations.
- Developing a basic knowledge and awareness of their clients and associated schemes.
- Assisting the team with project related work e.g. bulk mailshots to scheme members.
Competencies
Knowledge & experience
Previous office based experience ideally gained within the financial services or pensions industry would be advantageous. This role is likely to appeal to individuals with up to 12 months experience although not exclusive as all applications will be considered on an individual basis.
Able to demonstrate a numerical aptitude evidenced by work related experience or academic achievements
IT proficient, in particular Microsoft Word, Excel & Outlook.
Training, education & qualification
Educated to a minimum of A Level or Degree or equivalent standard.
Ideally a minimum of three C grades or above at A Level or equivalent qualification.
Strong Maths and English GCSE or equivalent qualification – minimum grade B.
Willingness to study for a relevant pensions qualification e.g. CPC/DPC/RPC/APMI.