Pensions Administrator – London or Sheffield

  • Location: London or Sheffield
  • Uploaded: 27/04/2018
  • Closing: 25/05/2018


Role Purpose
To assist in the provision of administration services to clients of Trust Based Pensions.

Key Accountabilities
• To carry out routine administration services for all clients as requested by Senior Administrators, Pensions Manager, Pensions Director or Directors which will include the following duties:

‒ Maintaining membership records on the administration system
‒ Calculating benefits for members; i.e. leavers, retirements, transfers, deaths
‒ Setting up new members on the administration system
‒ Dealing with general queries from members, the employer and the trustees by telephone, email and letter
‒ Assisting in the preparation of the annual benefit statements
‒ Liaising with HM Revenue and Customs
‒ Responsibility for entering jobs received in the unit onto the work log system
‒ Printing off daily reminders and distributing to team members
‒ Sorting and filing client documentation
‒ Dealing with Trustee AVC schemes
‒ Maintaining records on client external payroll systems as appropriate

• To adhere at all times to the Trust-Based Pensions Administration Procedures Manual
• To monitor daily target dates and to ensure service level standards are met for clients
• To update time records on a daily basis
• To be flexible and provide such other support as would be reasonably expected within the role
• To provide support for the administration system if required to

Technical Knowledge and Professional Qualifications

Key Skills
• Good communication skills both verbal and written
• Ability to work on own as well as a member of a team
• Analytical and numerical ability – able to analyse, evaluate and interpret data
• Ability to multi-task
• Ability to prioritise workloads and deal with any urgent issues that arise

• Educated to degree Level standard
• Willing to study for APMI qualifications
• Previous similar work experience not required

Overarching Obligations
• Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures
• Achieve a good standard of ethical behaviour, i.e. do the right thing at all times
• Comply with all relevant professional standards
• Comply with the FCA’s requirements in relation to Conduct Risk & Treating Customers Fairly

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