At a Glance
- Tasks: Lead a team to deliver top-notch member services and manage client portfolios.
- Company: Join a dynamic company focused on providing first-class pension services.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth and involvement in exciting new business initiatives.
- Why this job: Make a real difference in people's lives while developing your leadership skills.
- Qualifications: Experience in pensions administration and strong team management skills required.
The predicted salary is between 45585 - 55715 £ per year.
Main Purpose of the Role
Deputise for the Member Services Manager in the day to day running of the Member Services team and be the first point of contact for day‑to‑day queries from the team.
Lead a portfolio of clients ensuring the delivery of member services in line with or exceeding contractual and THPA service expectations, and that clients and members view as 'First Class'.
Line management responsibilities, which may include objective‑setting, training and 1:1 reviews.
Key Responsibilities
- Proactively monitor the team's performance on a day to day basis against contractual client and THPA service objectives, escalating to the Member Services Manager where necessary.
- Manage members of the team as required. Support, motivate and encourage members of the team as necessary.
- Allocate and check Pensions Associates' work for accuracy and ensure deadlines are met.
- Ensure accuracy of written and verbal communication. Provide technical assistance to the team for complex pension's administration tasks and provide overflow checking support.
- Process all aspects of the member service and provide members with information, correspondence and support as requested, accurately and to agreed deadlines.
- Demonstrate a good understanding of DB and DC administration, including practical experience of benefit calculations, contracting‑out and the Pension Freedoms.
- Knowledge of policies and the process of ISO 27001, where they can be accessed and followed.
Ensure accountability for the ISMS and is compliant with, aware of relevant risk and controls that are in place.
- Production of stewardship reports within the required timescales, and other information as required by the Client Relationship Management team.
- Ensure processes and documentation are kept up to date. Challenge procedures to identify process improvements and efficiencies.
- Undertake periodical and ad hoc administrative tasks as required.
- Participation in new business exercises, representing the Company to external prospects and clients as required.
- Professional Qualities
Essential
- Computer literate. Experienced in the use of MS Office.
- Extensive DB/DC experience.
- Ability to complete manual calculations accurately.
- Strong team player.
- Ability to review the work of others to ensure accuracy.
- Knowledge and understanding of current pension legislation and an appreciation of upcoming changes.
Desirable
- PMI Qualified (or studying).
- Experience of managing projects.
- Prior use of the Intelli Pen administration system.
- Experience of leading on DB and/or DC scheme(s).
- Personal Qualities
- Well organised and has a flexible attitude to accommodate change.
- Excellent verbal and written communication skills.
- Prior line management experience.
- Confident decision-maker who understands the impact of decisions made.
- Reporting Line
- Member Services Manager
- #J-18808-Ljbffr
Lead Pensions Associate employer: Trafalgar House Pensions Administration
Trafalgar House is an exceptional employer, offering a dynamic work environment where innovation and collaboration thrive. As a Pensions Calculation Developer, you will benefit from a culture that prioritises professional growth, with opportunities for continuous learning and development in a supportive team setting. Located in a vibrant area, the company fosters a positive atmosphere that encourages creativity and inclusivity, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Trafalgar House Pensions Administration Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Lead Pensions Associate
✨Tap into Campus Networks
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Don’t shy away from reaching out directly to firms like Trafalgar House Pensions Administration. 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 Lead Pensions Associate
Some tips for your application 🫡
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How to prepare for a job interview at Trafalgar House Pensions Administration
✨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 Trafalgar House Pensions Administration.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Trafalgar House Pensions Administration 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 Trafalgar House Pensions Administration 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.
