Pensions Associate

We are looking for motivated and detail-focused pensions associates to join our Member Services Team. As part of this team you will provide exceptional service to clients with defined benefit (DB) and defined contribution (DC) arrangements.
 

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 and have an awareness of contracting-out.
• 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 skills.

Reporting line

Lead Pensions Associate