Trainee Pensions Administrator

6 months ago

York, United Kingdom Broadstone Corporate Benefits Full time

**The vacancy**

**Role Purpose**

To assist, under ongoing development and support, with the provision of pension administration services to clients in line with established procedures and control frameworks.

**Key Accountabilities**
- Respond to enquiries using established standard templates.
- Calculate and settle member benefit entitlements using automated calculation routines, where in place.
- Create and maintain scheme membership records on the administration system(s).
- Ensure that work requiring 3rd party involvement is suitably diarised and chased.
- Manage workloads to ensure that agreed service standards or targets are met.
- Act proactively in escalating any concerns in being able to meet service standards or targets.
- Refer any dissatisfied callers or complaints to a senior team member or colleague.
- Support the collation of periodical client information/reports as directed.
- Contribute to scheme event activities or projects, as directed.
- Develop technical competency.
- Attend/read internal technical briefings, questioning any unclear aspects and any impact on client-base where necessary.
- Establish a high-level insight of the client(s) benefit structure using formal scheme documentation and internal summaries.
- Adhere to Broadstone staff policies and procedures at all times.
- To accurately record own time, as appropriate, to support client billing activities.
- Additional tasks that may be reasonably required from time to time.

**Key Behaviours & Competencies**
- Good communication skills, both verbal and written.
- Written work is presented in a logical and organised way.
- Strong analytical and numerical ability - able to analyse, evaluate and interpret data.
- Abie to work on own as well as being a participative member of a team.
- Demonstrates an openness to feedback and in clarifying information received.
- Demonstrates a hunger for personal development and ambition to progress.
- Eager to experience new tasks and embraces the opportunity to expand skillset.
- Seeks to develop a self-sufficient approach in all core processes.
- Displays enthusiasm and presents a positive outlook/attitude.
- Developing confidence and a professional approach when dealing with others.
- Astute in identifying when advice or guidance is needed from others.
- Forges strong working relationships within the team group.
- Shows initiative and confidence, highlighting observations of team/process inefficiency or potential improvement ideas.
- Aspires to provide a high-quality service and achieve targets, both personally and collectively.
- Able to gauge personal capacity and prioritise assigned workloads.

**Technical Knowledge and Professional Qualifications**

Required
- Educated to A Level standard or equivalent.
- Study for and pass initial Pension Management Institute qualification.

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 the Senior Managers & Certification Regime, Treating Customers Fairly and the new Consumer Duty.

**The company**

The Broadstone Group is a leading, independent provider of specialist pensions, trustee, and employee benefits solutions to small to medium enterprises and large corporates.

At the heart of our business is a diverse team of specialist advisers, each with a unique knowledge base within their specific area. Our company structure and systems, finely-tuned over the years, enable our advisers to remain intricately linked to provide clients with coordinated, end-to-end solutions whenever required. This ethos is one that continually upholds good practice, encourages proactivity, and ultimately benefits our client’s bottom line.

**Broadstone is a Living Wage Employer**

We have been accredited as a Living Wage Employer. This means that we have made a living wage commitment to ensure that everyone working at Broadstone will receive at least a minimum hourly wage. Both rates are significantly higher than the government minimum for over 23s.

**Our values**

Client First

We aim to be the most customer service centric business in the sector. We put the interests and the needs of clients first.

Outcome Driven

We focus on achieving the best possible results. We use our experience and expertise to realise opportunities and deliver on objectives.

Collectively Confident

We challenge ourselves to embrace change and look to the future. We continuously improve by evolving to create, capture and realise new opportunities for our customers and colleagues.

Forward Thinking

We seek to build strong relationships through collaboration. We develop a recognition and understanding of each other to collectively achieve more from each other for the benefit of all.

**The benefits**

**Total Reward package**

We are proud of the total

  • Trainee Pensions Administrator

    6 months ago

    York, United Kingdom Broadstone Corporate Benefits Full time

    **Are you ready to jump start your pensions career?** Broadstone have an exciting opportunity to join our award-winning business. **Role: Trainee Pensions Administrator** **Location: York** **Who are we?** Broadstone is an industry leading consultancy offering a wide range of services in pensions, investments, and employee benefits and have been...

  • Trainee Pensions Administrator

    7 months ago

    York, United Kingdom Broadstone Full time

    The vacancy Role Purpose The provision of pension administration services to clients in line with established procedures and control frameworks.  Key Accountabilities Support the processing of team workloads through to conclusion in accordance with established procedure, ensuring that all work is subject to appropriate peer review and...

  • Pensions Administrator

    7 months ago

    York, United Kingdom Broadstone Full time

    The vacancy Role Purpose The provision of pension administration services to clients in line with established procedures and control frameworks.  Key Accountabilities Evaluate and log, where instructed, incoming enquiries, ensuring that required actions are accurately recorded on workflow system in a timely manner. Support processing of team...

  • Trainee HR Administrator

    7 months ago

    York, United Kingdom BURTON ROOFING MERCHANTS LTD Full time

    Burton Roofing Merchants is a national UK roofing materials distributor. Our 40+ years of history stands for the best roofing expertise and quality materials you can find in the market. Our customers and colleagues are at the very heart of what we do. To achieve this, we employ exceptional people who are engaged and rewarded for the value they bring to our...

  • Administrator for Pensions

    3 minutes ago

    York, York City, United Kingdom NJR Recruitment Full time

    Pensions Administration PositionAn exciting opportunity has arisen for a Senior Pensions Administrator to join a prominent organisation based in York. This position comes with a competitive salary and an impressive array of benefits, including enhanced holidays, Hybrid working, Private health insurance, Share incentives, Death in service, and Cycle to work...

  • Trainee HR Administrator

    6 months ago

    York, United Kingdom BURTON ROOFING MERCHANTS LTD Full time

    Burton Roofing Merchants is a national UK roofing materials distributor. Our 40+ years of history stands for the best roofing expertise and quality materials you can find in the market. Our customers and colleagues are at the very heart of what we do. To achieve this, we employ exceptional people who are engaged and rewarded for the value they bring to our...

  • Db Pensions Administrator York Hybrid Working

    6 months ago

    York, United Kingdom Profile Search and Selection Ltd Full time

    We are seeking an experienced **DB Pensions Administrator** for full-time, permanent positions working on a hybrid basis where you will share your time between the York office and home. Consideration can be given to part time. **Role Purpose** The provision of pension administration services to clients in line with established procedures and control...

  • Pensions Administrator

    6 months ago

    York, United Kingdom NJR Recruitment Full time

    Our client is very well established organisation based in York who has achieved significant success in recent years with very strong organic growth, and are now looking to recruit a Pensions Administrator to join their existing business team. This is a fantastic opportunity for someone looking for their next career step. You will be joining a reputable...

  • Pension Administration Specialist

    5 days ago

    York, York City, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking a highly motivated Senior Pensions Administrator to join our existing business team in York.As a Senior Pensions Administrator, you will be responsible for carrying out day-to-day administration of SSAS pension schemes, serving as the main point of contact for clients and intermediaries.

  • Business Support Trainee

    2 weeks ago

    York, York City, United Kingdom Total Training Provision Full time

    Total Training Provision is seeking a Business Support Trainee to join our team. As a Business Support Trainee, you will gain valuable experience in business administration and contribute to the daily operations of our office.About the JobThis is an exciting opportunity for a motivated individual to develop their skills and knowledge in business...

  • Pensions Administration Expert

    5 days ago

    York, York City, United Kingdom NJR Recruitment Full time

    Job OverviewNJR Recruitment is assisting a reputable organisation based in York to find a Senior Pensions Administrator to join their existing business team. This is a fantastic opportunity for someone looking for their next career step.The successful candidate will be part of a strong business with genuine career progression opportunities, driven by...

  • Senior Pension Administrator

    6 days ago

    York, York City, United Kingdom NJR Recruitment Full time

    The NJR Recruitment team is currently seeking a Senior Pension Administrator to join their existing business team in York. This exciting opportunity offers a competitive basic salary of around £45,000 per annum and market-leading benefits such as enhanced holidays, hybrid working, private health insurance, share incentives, death in service, and a...

  • Investment and Pensions Administrator

    1 day ago

    York, United Kingdom NJR Recruitment Full time

    NJR Recruitment are working with a well-established Financial Services Practice seeking an experienced Investment and Pensions Administrator to join their team. This role offers the opportunity to work directly with a team of senior Financial Planners advising clients on all aspects of pensions, investments, and protection products.About the RoleProvide...

  • Business Support Trainee

    2 weeks ago

    York, York City, United Kingdom Total Training Provision Full time

    We are offering an exciting opportunity for a Business Support Trainee to join our team at Total Training Provision in York. As a Business Support Trainee, you will be responsible for providing administrative support to our operations team.**Key Responsibilities:Carry out general office duties, including filing and document managementSupport the...

  • Senior Pensions Administrator

    5 days ago

    york, United Kingdom NJR Recruitment Full time

    Our client is very well established organisation based in York who has achieved significant success in recent years with very strong organic growth, and are now looking to recruit a Senior Pensions Administrator to join their existing business team. This is a fantastic opportunity for someone looking for their next career step. You will be joining a...

  • Senior Pensions Administrator

    7 days ago

    York, United Kingdom NJR Recruitment Full time

    Our client is very well established organisation based in York who has achieved significant success in recent years with very strong organic growth, and are now looking to recruit a Senior Pensions Administrator to join their existing business team. This is a fantastic opportunity for someone looking for their next career step. You will be joining a...

  • Senior Pensions Administrator

    1 week ago

    York, United Kingdom NJR Recruitment Full time

    Our client is very well established organisation based in York who has achieved significant success in recent years with very strong organic growth, and are now looking to recruit a Senior Pensions Administrator to join their existing business team. This is a fantastic opportunity for someone looking for their next career step. You will be joining a...

  • Senior Pensions Administrator

    1 week ago

    York, United Kingdom NJR Recruitment Full time

    Our client is very well established organisation based in York who has achieved significant success in recent years with very strong organic growth, and are now looking to recruit a Senior Pensions Administrator to join their existing business team. This is a fantastic opportunity for someone looking for their next career step. You will be joining a...

  • Administrator - Pension Schemes

    6 days ago

    York, York City, United Kingdom NJR Recruitment Full time

    Requirements and BenefitsThis role requires previous experience in SSAS or SIPP pensions administration. You should be computer literate, familiar with Word and Excel, and possess excellent communication skills.The successful candidate will enjoy a competitive basic salary of £40,000 per annum, plus market-leading benefits, including enhanced holidays,...

  • Senior Pensions Administrator Role

    3 days ago

    York, York City, United Kingdom NJR Recruitment Full time

    About the JobWe are recruiting for a Senior Pensions Administrator to support our client's existing business team in York.The ideal candidate will have experience in pension administration, excellent communication skills, and a strong understanding of UK pension regulations.Duties will include:Managing pension schemes and administering benefitsProviding...