Overview
In this role you drive accurate data-driven pension projects and events for clients. You will collect, process and audit data, generate reports, and prepare correspondence and client updates to keep stakeholders informed. You’ll perform manual and automated pension calculations for events like leavers and retirements, and ensure regulatory compliance. You join a collaborative pensions team focused on delivering precise, timely work that supports clients and members. This position offers meaningful work with a global reach and local impact in a supportive culture.
Pay / Benefits
- competitive compensation
- comprehensive benefits programs
- career development opportunities
- collaborative, people-first culture
- global reach with local impact
Responsibilities
- Data mining and processing projects and events with high accuracy
- Collecting, checking and inputting data correctly
- Running data reports and preparing member correspondence and client reports
- Performing manual and automated pension calculations for events (leavers, retirements, deaths, renewals, pension increases, PIA)
- Using MKEY reports and data mining to locate information in member files
- Reviewing Scheme Booklets, Trust Deeds, Rules and Benefit Specifications for task requirements
- Ensuring compliance with pension regulations (GMP/GMPE, disclosures, minimum increases)
- Liaising with stakeholders via email, phone, and meetings to provide progress updates
- Collaborating with team and supporting groups to ensure smooth delivery
- Prioritising tasks to meet deadlines and allowing time for peer review
- Preparing and checking member correspondence and client reports for accuracy and compliance
- Using Advanced Excel and Word to support reporting and administration
Key requirements
- Experience and understanding of Defined Benefit (DB), Defined Contribution (DC) and Hybrid pension schemes
- Good knowledge of pension regulations including GMP/GMPE, disclosures and minimum pension increases
- Advanced Excel and Word
- Strong analytical and problem-solving skills
- Ability to process, collect and input data accurately
- Experience of manual and automated pension calculations
- Excellent written and verbal communication skills
- Strong prioritisation and time management
- Team-focused with ability to work independently when needed
- Collaborative and approachable style with colleagues and stakeholders
- Visible, engaged working style supporting the team
- PMI, Prince, or willingness to work towards one of these (qualifications)
- Evidence of continuous professional development is desirable
- Written and verbal communication
- Prioritisation and time management
- Team-focused and collaborative
- Advanced Excel
- Word
- Data mining
Pensions Project Analyst in Bristol employer: Arthur J. Gallagher & Co.
At Gallagher Benefit Services, we pride ourselves on being an exceptional employer that champions a collaborative and people-first culture. As a Business Development Director in our Change & Transformation practice, you'll enjoy competitive compensation, comprehensive benefits, and ample opportunities for career development while making a meaningful impact on businesses and their employees. Join us in a dynamic environment where your ideas are valued, and you can thrive alongside a community of trusted experts and bold explorers.
