Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. The team plays a key role in delivering a market-leading service to clients and members across Defined Benefit (DB), Defined Contribution (DC) and CARE pension arrangements.
An exciting opportunity is available to join this department as a Trainee Pensions Administrator within the Client Services team in our Birmingham, Edinburgh or Glasgow office.
What will the role involve?
This role offers the opportunity to work closely with experienced colleagues to develop knowledge and skills while supporting a range of client and member needs. The successful candidate will gain hands-on experience across a variety of pension administration tasks and processes, whilst being fully supported in studying towards a relevant professional qualification.
Key responsibilities include:
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Maintaining and updating member records on the Universal Pensions Management system (UPM) and processing member events, including retirements, deaths, joiners, early leavers, transfers in/out and illustrative quotations.
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Recording accurate notes of all telephone conversations and logging them on the system.
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Completing basic calculations and processing benefit payments.
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Carrying out processes in a timely manner, ensuring high-quality outputs.
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Providing a professional and supportive service when responding to enquiries from members, clients and third parties.
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Maintaining scheme cashbooks and reconciling bank statements.
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Producing reports from administration systems.
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Supporting client-specific activities, such as preparing benefit statements.
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Assisting with additional projects as required.
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Studying towards a relevant professional qualification.
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Continuously developing technical knowledge and skills.
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Escalating complex queries, exceptions and errors to the Team Leader and technical specialists where appropriate.
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Ensuring work is completed in line with Business Unit guidelines, procedures, quality standards and service levels.
Please note that, as part of the recruitment process, candidates will be required to complete a maths and writing exercise.
What’s required to succeed in this role?
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GCSE / Scottish Standard (or equivalent) in Maths and English at Grade B or above.
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Strong numerical and analytical skills.
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Good organisational skills, with the ability to manage workload and work under pressure.
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Experience working within an administrative role.
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Clear and concise communication skills, both written and verbal.
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An understanding of customer service and the ability to communicate professionally by phone.
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A collaborative approach to working within a team.
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Good IT skills, including experience with Microsoft Office applications.
Applications are welcomed from individuals who may not meet all of the criteria but demonstrate the potential to develop the required skills with support. Additional relevant experience or knowledge not listed is also encouraged.
What’s on offer?
In addition to a competitive salary and access to a profit share scheme, the following benefits are available:
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A flexible benefits package tailored to individual lifestyle and needs.
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A collaborative and supportive working environment where ideas are encouraged.
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On-site mental health and wellbeing support.
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Opportunities for personal and professional development, including mentoring and access to the Aspire learning portal.
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Regular social activities, three days of paid volunteering leave annually, and a day’s leave to celebrate a birthday.
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Hybrid working, with an expectation of two in-office days per week.
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A flexible working window between 7am and 7pm.
Applications are reviewed on a rolling basis, and early submission is encouraged.
We are committed to being open and transparent in our recruitment and reward processes. Please note that this vacancy does not currently meet the minimum salary threshold requirements for Skilled Worker sponsorship within the UK.
To avoid any disappointment, if you require sponsorship we would encourage you to check whether you may be eligible for a discounted salary threshold, or to explore alternative routes to secure your right to work in the UK before submitting your application. If you meet the criteria outlined in the job description we’ll be happy to discuss your individual circumstances further with you.
We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.
That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.
For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.
