Administrator - Retirement Services
Administrator - Retirement Services

Administrator - Retirement Services

Cheltenham Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team to manage pension plans and assist customers with retirement claims.
  • Company: Capita is transforming life and pensions services, offering innovative solutions worldwide.
  • Benefits: Enjoy a competitive salary, hybrid work options, and generous leave policies.
  • Why this job: Gain valuable training, develop your career, and be part of a supportive team culture.
  • Qualifications: Experience in pensions administration and strong Excel skills are essential.
  • Other info: We're an equal opportunity employer committed to inclusivity and support.

The predicted salary is between 28800 - 43200 £ per year.

Capita are currently looking for an experienced Life & Pensions Administrator to join our team in Cheltenham on a full-time permanent basis. The Retirement Services team deals with a wide range of different types of Pensions, but we mainly deal with Executive and Corporate Pension plans. We deal with the majority of the servicing on these plans, but our main processes relate to the claiming and paying out when customers come to their retirement dates. You will bring strong demonstrable experience in corporate and/or executive Pensions, within the insured Pensions sector, however we would consider applications from an occupational Pensions background. The processes are complex and manual due to the system controls, with many processes requiring the use of complex manual calculations on Excel spreadsheets. As such, strong MS Excel skills and numerical skills are required for this role. The role will be on a hybrid arrangement, with a mix of office and home-based work which can be discussed, so you’ll need to be based within commutable distance of Cheltenham for occasions when you will be required to attend the office. Capita is an equal opportunity and disability confident employer. Job title: Administrator – Retirement Services Job Description: What will you deliver? Servicing of Pension plans, specifically relating to claiming and paying out when customers retire. Performing manual calculations in Excel for annuities. Process customer correspondence and provide other clerical support, handling a range of queries both over the telephone and in writing. Identify opportunities to build customer relationships and provide excellent customer service. Contribute to a positive and supportive team culture. General administrative duties. What are we looking for? Previous experience in a specific Pensions administration role, ideally within corporate or executive Pensions, in an FCA regulated environment. Strong demonstrable MS Excel experience, with excellent numerical skills, with the ability to perform manual calculations. Ability to deliver excellent customer service. Able to communicate effectively both in writing and over the telephone. Able to work as part of a team, but also handle your own varying workloads when working remotely, so good organisational skills are required. Good numeracy and literacy, as writing letters to customers will be essential to the role. Strong PC / MS Office skills. What can we offer you? In this role, you will be given fantastic training and development for your career. You will also be given the following: A competitive starting salary. Company matched pension, life assurance, a cycle2work scheme, 15 weeks’ fully paid maternity, adoption and shared parental leave…and plenty more 23 days holiday (rising to 27) with the opportunity to buy extra leave Voluntary benefits designed to suit your lifestyle – from discounts on retail and socialising, to health & wellbeing, travel and technology. You’ll be joining a large network of experienced, innovative and dedicated individuals across multiple disciplines and sectors. There are countless opportunities to learn new skills and develop in your career, and we’ll provide the support you need to do just that. Our purpose is to create a better outcome for you. About Capita Regulated Services At Regulated Services, we’re transforming the world of life and pensions, and mortgage services. We’re delivering responsible and sustainable services, helping our clients to respond to changing market factors and adapt to the needs of their customers both now and in the future. Our teams work with clients across the UK and Worldwide, offering a range of services from end-to-end administration, digital technology and business support to lending, account and arrears management. Join us and discover better as you shape the future of regulated services. What’s Next? If this role is of interest to you, please click below to register, apply and track your progress! A member of our Resourcing Team will review your application and be in touch. Equal Opportunities We’re an equal opportunity and Disability Confident employer, which means we recruit and develop people based on their merit and passion. We’re committed to providing an inclusive, barrier-free recruitment process and working environment for everyone. If you need the job description or application form in an alternative format (such as large print or audio), or if you’d like to discuss other changes or support you might need going forward, please email reasonableadjustments@capita.com or call 07784 237318 and we’ll get back to you. For more information about equal opportunities and process adjustments, please visit the Capita Careers website. Access to Work can help candidates with a physical or mental health condition or disability to get support in the hiring process, including communication support at interviews such as a British Sign Language interpreter. If you require this support you can apply for this support at https://www.gov.uk/guidance/apply-for-communication-support-at-a-job-interview-if-you-have-a-disability-or-health-condition-access-to-work . Location: Cheltenham , United Kingdom Time Type: Full time Contract Type: Permanent

Administrator - Retirement Services employer: Capita

Capita is an exceptional employer that prioritizes employee growth and development, offering comprehensive training and a supportive work culture. With a competitive salary, generous benefits including a company-matched pension and extensive leave options, employees in Cheltenham enjoy a balanced hybrid work arrangement that fosters both collaboration and flexibility. Join our dedicated team and take advantage of countless opportunities to enhance your skills while contributing to meaningful outcomes in the life and pensions sector.
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Contact Detail:

Capita Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Administrator - Retirement Services

✨Tip Number 1

Make sure to highlight your experience in corporate or executive pensions during any conversations or interviews. This will show that you understand the specific requirements of the role and can hit the ground running.

✨Tip Number 2

Brush up on your Excel skills, especially manual calculations. You might want to practice some complex formulas or scenarios that could come up in the role, as this will demonstrate your proficiency and readiness for the job.

✨Tip Number 3

Familiarize yourself with the common queries and issues faced in pension administration. Being able to discuss these topics knowledgeably will help you stand out as a candidate who is proactive and well-prepared.

✨Tip Number 4

Showcase your customer service skills by preparing examples of how you've successfully handled customer queries in the past. This will illustrate your ability to build relationships and provide excellent service, which is crucial for this role.

We think you need these skills to ace Administrator - Retirement Services

Experience in Pensions Administration
Strong MS Excel Skills
Numerical Skills
Manual Calculation Proficiency
Excellent Customer Service Skills
Effective Communication Skills (Written and Verbal)
Organizational Skills
Teamwork Ability
Clerical Support Experience
Ability to Handle Varying Workloads
Good Numeracy and Literacy
PC / MS Office Proficiency

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasize your previous experience in pensions administration, particularly within corporate or executive pensions. Use specific examples to demonstrate your familiarity with the processes involved.

Showcase Excel Skills: Since strong MS Excel skills are crucial for this role, include details about your proficiency with Excel. Mention any complex calculations you've performed and how you've used Excel in your previous roles.

Demonstrate Customer Service Abilities: Capita values excellent customer service, so provide examples of how you've successfully handled customer queries and built relationships in past positions. Highlight your communication skills, both written and verbal.

Organizational Skills: Discuss your ability to manage varying workloads, especially when working remotely. Provide examples of how you've organized tasks effectively in previous roles to meet deadlines and maintain productivity.

How to prepare for a job interview at Capita

✨Showcase Your Excel Skills

Since strong MS Excel skills are crucial for this role, be prepared to discuss your experience with complex calculations and data management. You might even want to bring examples of spreadsheets you've worked on to demonstrate your proficiency.

✨Understand Pension Processes

Familiarize yourself with the specific processes related to corporate and executive pensions, especially around claiming and payouts. Being able to discuss these processes will show your understanding of the role and its responsibilities.

✨Demonstrate Customer Service Excellence

Prepare to share examples of how you've provided excellent customer service in previous roles. Highlight any experiences where you successfully handled queries or built relationships with clients, as this is a key aspect of the job.

✨Communicate Clearly and Effectively

Since the role involves both written and verbal communication, practice articulating your thoughts clearly. Be ready to discuss how you handle correspondence and communicate with customers over the phone, as effective communication is essential.

Administrator - Retirement Services
Capita
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  • Administrator - Retirement Services

    Cheltenham
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2027-01-17

  • C

    Capita

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