At a Glance
- Tasks: Process casework accurately and provide first-class service to clients.
- Company: Join a dynamic team in the pensions sector with a focus on excellence.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Flexible working environment with opportunities for career advancement.
- Why this job: Make a real difference in people's financial futures while developing your skills.
- Qualifications: Computer literate with experience in MS Office and knowledge of pension legislation.
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.
- Knowledge of policies and process of ISO 27001 and where they can be accessed and followed.
- 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 of Guaranteed Minimum Pension (GMP) from first principles; also 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.
Desirable
- PMI Qualified (or studying).
- Experience of managing projects.
- Prior use of the IntelliPen administration system.
PERSONAL QUALITIES
Well organised, with ability to deal with multiple priorities at the same time and a flexible attitude to accommodate change.
Excellent verbal and written communication skill
REPORTING LINE
Lead Pensions Associate
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Pensions Associate employer: Trafalgar House Pensions Administration
Trafalgar House Pensions Administration is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to ongoing training and development opportunities, ensuring you stay at the forefront of the pensions industry. Located in a vibrant area, our team enjoys a supportive environment where your contributions are valued, making it a truly rewarding place to advance your career.
Contact Details:
Trafalgar House Pensions Administration Recruitment Team
