Pensions Associate

Company Overview

We are a specialist third‑party pensions administrator. Founded in 2006, our mission is to set the highest standard of pensions administration by any recognised measure. We aim to achieve this through sustained investment in our people, processes and systems. We started life as an in‑house administrator and have grown as a third‑party administrator, adopting technology and innovation from across the market to become a business of administration experts. With offices in London and Farnborough we hold internationally recognised accreditations for quality, security, development, customer service and environmental protection.

Position

Pensions Associate at Trafalgar House Pensions Administration

Main Purpose of the Role

To contribute to the goals of the department primarily through the processing of casework in an accurate and timely manner.

Key Responsibilities

• Provide a service that is considered to be “First Class” by clients and in accordance with agreed measures and timescales.
• Process all aspects of membership administration.
• Have knowledge of the policies and processes of ISO 27001 and be able to access and follow them.
• Produce accurate written correspondence to deadlines.
• Respond to members’ telephone queries either in writing or verbally.
• Provide members with quotations as requested, accurately and to agreed deadlines.
• Set up and process forthcoming retirements for payroll purposes.
• Understand the principles behind commutation factors and calculations.
• Understand the context and acknowledge the Guaranteed Minimum Pension (GMP) from first principles and have an awareness of a Contracted Out scheme.
• Undertake periodical and ad hoc administrative tasks as required.

Professional Qualities – Essential

• Computer literate. Experienced in the use of MS Office.
• DB/DC experience.
• Ability to complete manual calculations accurately.
• Strong team player.
• Knowledge and understanding of current pension legislation and an appreciation of upcoming changes.

Professional Qualities – Desirable

• PMI Qualified (or studying).
• Experience of managing projects.
• Prior use of the IntelliPen administration system.

Personal Qualities

• Well organised, able to deal with multiple priorities at the same time and with a flexible attitude to accommodate change.
• Excellent verbal and written communication skill.

Reporting Line

Lead Pensions Associate