Pension Administrator

Pension Administrator

Full-Time 27900 - 34100 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Be the first point of contact for customer enquiries and provide excellent service.
  • Company: Aptia, a leading firm in pensions, health, and insurance solutions.
  • Benefits: Hybrid work model, learning opportunities, and a supportive team culture.
  • Other info: Diverse and inclusive workplace with great career growth potential.
  • Why this job: Join a dynamic team and help simplify pensions for millions.
  • Qualifications: Customer support experience and a passion for helping others.

The predicted salary is between 27900 - 34100 £ per year.

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals.

We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective.

By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding.

Aptia Group is not only fueled by our investors’ backing but also by our commitment to foster the growth and success of our people.

At Aptia, we’re investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist.

Responsive.

Thoughtful.

Our values aren’t just words; they are the backbone of our business.

Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

Job requirements

The Role

You will act as the first point of contact for customer enquiries.

As part of your day-to-day responsibilities, you will be communicating with members through a combination of inbound/outbound phone calls and through digital channels; ensuring all aspects of a member’s query are responded to in a timely manner and resolved at the first point of contact where possible.

This role is a hybrid position where you will work from Aptia office in Edinburgh as well as from your home address.

  • What you will be doing
  • Respond to basic customer enquiries regarding the products and services their pension scheme offers.
  • Capture the details from any member interactions, ensuring a positive member outcome by identifying vulnerabilities, logging accurate call notes, and submitting the relevant requests to the correct team without delay.
  • Answering customer telephone enquiries and providing excellent customer service.
  • Responding to customer enquiries and updating the central member database.
  • Documenting and processing call notes and after call work to maintain accurate records.
  • Identifying vulnerable customers and log accordingly.
  • Here’s what we’re looking for
  • Comfortable using computers.
  • Experience working with customer support in financial services.
  • Enjoy helping customers and have the appetite to learn and develop your pensions knowledge and customer service skills.
  • Excellent communication skills.

Aptia is committed to creating a diverse, inclusive and equitable work environment.

At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority.

We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.

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Pension Administrator employer: aptiagroup

Aptia is an exceptional employer that prioritises the growth and success of its employees, offering a dynamic work culture that blends innovation with inclusivity. With a strong commitment to learning and development, employees in the Pension Administrator role can expect unique career paths and opportunities for advancement while enjoying the flexibility of a hybrid working model from our Edinburgh office. Our values of being specialist, responsive, and thoughtful are not just ideals but are actively embodied by our team, making Aptia a rewarding place to build a meaningful career.

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Contact Details:

aptiagroup Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Pension Administrator

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like aptiagroup. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Pension Administrator

Customer Service
Communication Skills
Attention to Detail
Problem-Solving Skills
Data Entry
Financial Services Knowledge
Empathy

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to aptiagroup.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on aptiagroup's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at aptiagroup

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with aptiagroup.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at aptiagroup will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former aptiagroup employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.