Onboarding Calculations Consultant
Onboarding Calculations Consultant

Onboarding Calculations Consultant

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support clients with Defined Benefit Pension schemes and deliver excellent customer outcomes.
  • Company: Join an award-winning team at a leading pension consultancy.
  • Benefits: Enjoy competitive pay, generous holiday, healthcare, and flexible working options.
  • Why this job: Make a real impact while balancing work and life in a supportive environment.
  • Qualifications: Pension qualification or equivalent experience with strong attention to detail.
  • Other info: Be part of an inclusive culture that values your growth and wellbeing.

The predicted salary is between 36000 - 60000 £ per year.

We’re currently recruiting for an Onboarding Calculations Consultant to join our Award Winning PRT business. As an Onboarding Calculations Consultant, you’ll apply your expertise in Defined Benefit Pension schemes to support new and ongoing client services tasks. If you are detail-oriented and passionate about delivering excellent customer outcomes this might just be the role for you. This is a hybrid working opportunity, which means you can work between your home and the office to find a work-life balance that works for you.

What you'll be doing:

  • Providing manual calculations and claims support for Defined Benefit Pension schemes
  • Drafting clear communications to members and third-party intermediaries
  • Calculating accurate quotations and ensuring compliance with benefit specifications
  • Authorising payments and updating systems for non-standard schemes
  • Acting as a technical expert and point of contact for sensitive or priority schemes
  • Setting up and maintaining scheme records and resolving anomalies
  • Following standard operating procedures and maintaining audit trails
  • Communicating key updates to internal teams and third parties

Qualifications Who we're looking for:

  • Holding a pension qualification such as CII or PMI, or equivalent experience
  • Understanding Defined Benefit Pension schemes and their administration
  • Demonstrating knowledge of relevant legislation including GDPR and Consumer Duty
  • Showing strong attention to detail and technical accuracy
  • Managing priorities and working effectively to tight deadlines
  • Communicating clearly and empathetically with a range of stakeholders
  • Maintaining a customer-focused approach in all interactions
  • Taking initiative to reduce risks and improve processes

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

  • The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Healthcare Plan
  • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
  • Competitive family leave
  • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
  • There are the many discounts we offer – both for our own products and at a range of high street stores and online

In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart.

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

Onboarding Calculations Consultant employer: LegalAndGeneral

At L&G, we pride ourselves on being an exceptional employer, offering a hybrid working model that promotes a healthy work-life balance while you contribute to our award-winning PRT business. Our inclusive culture fosters collaboration and personal growth, supported by generous benefits such as a competitive pension scheme, healthcare plan, and opportunities for career development, all within a modern workspace designed with employee wellbeing in mind.
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Contact Detail:

LegalAndGeneral Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Onboarding Calculations Consultant

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. 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 practising common questions related to Defined Benefit Pension schemes. We recommend role-playing with a friend or using online resources to get comfortable with your responses.

✨Tip Number 3

Showcase your expertise! Bring examples of your previous work or calculations to the interview. This will demonstrate your technical skills and attention to detail, which are crucial for the Onboarding Calculations Consultant role.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at L&G.

We think you need these skills to ace Onboarding Calculations Consultant

Defined Benefit Pension Schemes
Manual Calculations
Claims Support
Clear Communication
Technical Accuracy
Compliance with Legislation
Attention to Detail
Time Management
Customer-Focused Approach
Initiative in Risk Reduction
Process Improvement
Stakeholder Communication
Pension Qualification (CII or PMI)
Understanding of GDPR and Consumer Duty

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience with Defined Benefit Pension schemes. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise!

Show Off Your Attention to Detail: As an Onboarding Calculations Consultant, detail is key! Use your application to demonstrate your meticulous nature. Maybe include examples of how you've ensured accuracy in past roles or projects.

Communicate Clearly: Since you'll be drafting communications for members and third parties, it’s important to show off your communication skills in your application. Keep your language clear and concise, just like you would in the role!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!

How to prepare for a job interview at LegalAndGeneral

✨Know Your Pensions Inside Out

Make sure you brush up on your knowledge of Defined Benefit Pension schemes. Be ready to discuss specific calculations and compliance requirements, as this will show your expertise and attention to detail.

✨Communicate Clearly and Confidently

Practice drafting clear communications, as you'll need to convey complex information to various stakeholders. Use examples from your past experiences to demonstrate how you've effectively communicated in similar situations.

✨Showcase Your Problem-Solving Skills

Prepare to discuss how you've resolved anomalies or improved processes in previous roles. Highlight your initiative and ability to manage priorities under tight deadlines, which is crucial for this position.

✨Emphasise Your Customer-Focused Approach

Be ready to share examples of how you've maintained a customer-focused approach in your work. This role requires empathy and understanding, so showcasing your ability to connect with clients will set you apart.

Onboarding Calculations Consultant
LegalAndGeneral
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