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- Tasks: Manage pension records, respond to enquiries, and ensure compliance with regulations.
- Company: Join a reputable organisation focused on pension administration.
- Benefits: Competitive hourly rate, flexible working hours, and career development opportunities.
- Other info: Dynamic role with potential for growth in the financial sector.
- Why this job: Make a difference in people's financial futures while gaining valuable experience.
- Qualifications: Diploma in Pensions Administration preferred; strong communication skills required.
Our client is looking for an experienced Pension Officer Technical.
Responsibilities include:
- Determine action required for new entrants and leavers, check associated records, respond to enquiries, and provide appropriate information on options and choices available; including combining benefits for re-employed actives, deferred and pensioner members.
- Check the accuracy of refunds of contributions, ensuring that the appropriate regulations have been applied and interest paid where necessary.
- Ensure incoming mail and electronic data, including My Pension Online requests, are indexed and initiate workflows for casework.
- Manage the storage and disposal of confidential document waste in compliance with Data Protection requirements.
- Manage the maintenance of the microfiche records and ensure generic Fund documents are held within the general filing system.
- Check accuracy of payment processing, ensuring operational practice is within audit guidelines.
- Responsible for processing and control of foreign currency requests and procurement of both UK and international travel arrangements for Fund officers in compliance with policy and budget guidelines.
- Any other duties commensurate with the grade.
Qualifications:
- Diploma or foundation Degree in Pensions Administration and Management.
- Desirable - CIPPM or working towards.
- Knowledge of the Local Government Pension Scheme.
- An understanding of HMRC Regulations and industry-wide pensions legislation.
- Good verbal and written communication skills.
- Experience using Lynx Heywood’s Altair pension administration software.
- Proficiency in Microsoft Word and Excel.
- Use of an EDM system.
- In-depth experience of dealing with the public or working in a financial environment with practical experience of pension administration.
- LGPS Administration.
Colbern Limited along with our clients are an equal opportunities employer.
Financial Professional in Birkenhead employer: Colbern Limited
Contact Detail:
Colbern Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Professional in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and pensions sector. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching common questions related to pension administration. Practise your answers, focusing on your experience with regulations and software like Lynx Heywood’s Altair.
✨Tip Number 3
Showcase your skills! Bring examples of how you've handled complex pension queries or managed confidential data. This will demonstrate your expertise and make you stand out.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better chance of getting noticed.
We think you need these skills to ace Financial Professional in Birkenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pension Officer Technical role. Highlight your experience with pension administration and any relevant qualifications, like your Diploma or foundation Degree in Pensions Administration and Management. We want to see how your skills match what we're looking for!
Showcase Your Communication Skills: Since good verbal and written communication skills are key for this role, don’t forget to showcase these in your application. Use clear and concise language, and maybe even include examples of how you've effectively communicated complex information in the past. We love a good story!
Highlight Relevant Experience: If you’ve got experience dealing with the public or working in a financial environment, make sure to highlight that! Mention specific tasks you’ve handled, especially those related to pension administration or compliance with regulations. We’re keen to see how you can bring that experience to our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and keep track of all the amazing candidates. Plus, while you're there, check out other opportunities that might catch your eye. We can’t wait to hear from you!
How to prepare for a job interview at Colbern Limited
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of the Local Government Pension Scheme and HMRC regulations. Being able to discuss these topics confidently will show that you're not just familiar with the basics, but that you truly understand the intricacies of pension administration.
✨Showcase Your Technical Skills
Familiarise yourself with Lynx Heywood’s Altair software and be ready to discuss how you've used it in previous roles. If you have experience with Microsoft Word and Excel, think of specific examples where these tools helped you manage data or improve processes.
✨Prepare for Real-Life Scenarios
Think about common scenarios you might face as a Pension Officer, like handling enquiries from members or processing refunds. Prepare some examples from your past experience that demonstrate your problem-solving skills and attention to detail.
✨Communicate Clearly and Confidently
Since good verbal and written communication skills are essential for this role, practice articulating your thoughts clearly. You might even want to do a mock interview with a friend to get comfortable discussing your experience and answering questions succinctly.