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- Tasks: Provide excellent customer service and manage pension cases with care and precision.
- Company: Join Isio, a people-first business focused on innovative pensions administration.
- Benefits: Competitive salary, bonus scheme, study support, and career development opportunities.
- Why this job: Make a real difference in people's retirement journeys while growing your skills.
- Qualifications: No pensions experience needed; office experience and strong communication skills preferred.
- Other info: Enjoy a hybrid work style and a supportive team environment.
The predicted salary is between 800 - 980 £ per month.
We provide a friction‑free pensions administration journey for our clients and their members. We have a simple philosophy that underpins our success. We believe that by creating the right blend of human touch and state‑of‑the‑art technology, we’ll deliver the best possible experience for every member on their road to retirement and beyond.
Pensions Administration is the heart of our trustee services and as a people‑first business, we are seeking a caring, motivated and highly organised individual to join our Reading team. Whilst no direct pensions experience is required for this role, it would be beneficial to have had some work experience within a financial services environment. You will be key to the delivery of the service provided to a portfolio of pension scheme clients that range in size and type. You will contribute to the day‑to‑day activities in relation to your clients and take ownership of any tasks assigned to you. This role is based in our Reading office with a hybrid work style, whilst you are learning this will initially be 3 to 4 days a week during your probation period.
What does the role entail?
- Provide excellent customer service.
- Accurately process cases assigned to you, which will include the calculation and payment of members’ benefits.
- Answer incoming calls and resolve queries in an empathetic and caring manner.
- Escalate any potential problems and/or complaints for quick resolution.
- Manage your time effectively to ensure all deadlines are met.
- Produce letters, emails and reports to an expected high standard.
- Take ownership and responsibility for any tasks assigned to you.
- Develop your knowledge and understanding of the pensions industry by keeping up to date with relevant pensions regulations and legislation.
- Actively contribute to our continuous service improvement initiative.
- Be positive and professional at all times to build strong relationships with others.
What we’re looking for
- Experience – Whilst previous specific pensions work experience is not essential, this role would suit those with experience of working in an office environment, ideally within financial services in a technical role (using MS Office, especially Excel) producing high quality deliverables to deadlines and/or a client‑facing role.
- Excellent customer service focus – the ability to deal empathetically with people, build relationships and manage expectations.
- A great communicator – the ability to communicate with others in a clear and succinct way.
- Enthusiasm and motivation – a unwavering desire to deliver excellent customer service whilst taking responsibility to learn new things.
- Excellent time management – the ability to manage multiple tasks and consistently deliver to deadlines.
- A great team worker – the ability to work as part of a team in a busy, fast‑paced environment.
- GCSE in English and Maths at Grade 4 or C or an equivalent, or higher.
What you can expect in return
- A competitive salary and market‑leading bonus scheme with stretch targets for high performance.
- Study support to help you achieve professional qualifications, with salary increases for exam passes.
- Development and training opportunities to support your career ambitions throughout your time with us.
- A friendly, and supportive team who will help you to deliver your best work.
You can find out more about us and the benefits we offer here – Isio – Careers & Benefits.
What’s next?
Click on the ‘apply’ and follow the simple application process online. At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact. We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work‑life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@isio.com.
Pensions Administrator (Trainee) in Reading employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Administrator (Trainee) in Reading
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Isio. Understand their values and what they stand for. This will help you connect with the interviewers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your customer service skills! Since this role is all about providing excellent service, think of examples from your past experiences where you've gone above and beyond for a customer. Be ready to share these stories during your interview.
✨Tip Number 3
Show off your organisational skills! The job requires managing multiple tasks and deadlines, so be prepared to discuss how you prioritise your workload. Maybe even bring a planner or a digital tool you use to keep track of your tasks.
✨Tip Number 4
Don’t forget to apply through our website! It’s the easiest way to get your application noticed. Plus, it shows that you’re proactive and keen to join our team at Isio. Good luck!
We think you need these skills to ace Pensions Administrator (Trainee) in Reading
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for customer service and the pensions industry shine through. We love seeing candidates who are genuinely excited about the role and eager to learn!
Tailor Your Application: Make sure to customise your CV and cover letter to highlight relevant experiences, even if they’re not directly in pensions. We appreciate skills from any financial services background that demonstrate your ability to deliver high-quality work.
Be Clear and Concise: In your written application, communicate your thoughts clearly and succinctly. We value great communicators, so make sure your application reflects your ability to convey information effectively.
Follow the Application Process: Don’t forget to apply through our website! It’s a straightforward process, and we want to make it as easy as possible for you to join our team. Just click ‘apply’ and follow the steps!
How to prepare for a job interview at Isio
✨Know Your Pensions Basics
Even though you don't need direct pensions experience, brushing up on the basics of pensions administration can really help. Familiarise yourself with key terms and concepts in the industry so you can speak confidently about them during the interview.
✨Showcase Your Customer Service Skills
Since excellent customer service is a big part of this role, think of examples from your past experiences where you've gone above and beyond for a customer. Be ready to share these stories to demonstrate your empathetic approach and ability to build relationships.
✨Demonstrate Time Management Abilities
Prepare to discuss how you manage multiple tasks and meet deadlines. You might want to mention specific tools or techniques you use to stay organised, especially if you've worked in a fast-paced environment before.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! This shows your enthusiasm and interest in the role. Consider asking about the team dynamics or how the company supports continuous learning and development in the pensions field.
