Trainee Pensions Administrator

5 months ago

Birmingham, United Kingdom Hymans Robertson LLP Full time

Are you looking for an opportunity to start your career in financial services in pensions administration, working as part of a great team on a varied portfolio of clients and providing pension scheme members with a market-leading service?

At Hymans Robertson you’ll also be a valued member of our Firm and receive excellent development opportunities and work in a supportive and collaborative culture with great colleagues whilst progressing in your career in pensions.

This role is in Third Party Administration in Birmingham.

Key responsibilities include:

- Accurately maintaining and updating member records on UPM - our pensions administration system.
- Processing member events including Retirements, Deaths, Early Leavers, Transfers In, Transfers Out and Illustrative Quotations, with support and supervision from more experienced team members.
- Carrying out basic calculations and payments of benefits.
- Responding to individual enquiries from members, clients and other third parties, in accordance with target standards of performance.
- Assisting with the production of reports from the database, as required.
- Assisting with client specific project work such as preparation of benefit statements.

And you will be happy to:

- Assist the pensions administrator in maintaining the scheme cash books.
- Assist with the reconciliation of bank statements immediately after receipt.
- Ensure office procedures are followed, including keeping full notes of all telephone conversations and to be aware of compliance requirements.
- Carry out other tasks and ad-hoc projects as required by our clients.
- Look for opportunities to work with others and develop your skills.
- Adhere to the firm’s Information Security standards, professionalism requirements, policies,
procedures and compliance requirements.

Qualifications, Skills and Experience:

- Minimum GCSE / Scottish standard (or equivalent) Maths and English at Grade B, or equivalent.
- Meet the required standard on communication, numerical and analytical skills and a desire to use these skills.
- Ability to juggle multiple tasks and plan and organise your workload effectively within a team.
- Experience of using Microsoft Word, Excel, Outlook and an ability to learn new systems.
- Some experience in client care or customer services, including the ability to communicate directly with customers effectively and confidently over the telephone.
- You may already have some experience of basic day-to-day pension administration of either Defined Benefit or Defined Contribution pensions schemes, or both.

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.

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