Trainee Pensions Administrator

3 weeks ago

Bristol, United Kingdom Broadstone Corporate Benefits Full time

**Role Purpose**

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
- Able 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
- Exudes 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 KPIs, 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.
- Progression through trainee development plan by demonstrating competencies
- 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 reward package th

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