Pensions Administrator
2 months ago
About the Role
We are seeking a highly skilled Pension Administrator to join our team at Broadstone. As a Pension Administrator, you will play a crucial role in providing exceptional pension administration services to our clients.
Key Responsibilities
- Evaluate and log incoming enquiries, ensuring accurate recording on our workflow system.
- Support the processing of team workloads, ensuring timely completion and peer review.
- Field inbound telephone and email enquiries, verifying information and escalating concerns.
- Prepare and collate client information/reports, highlighting non-contractual requests.
- Develop technical competency in self and others, attending internal briefings and implementing changes.
- Adhere to Broadstone staff policies and procedures, accurately recording own time for client billing.
Key Behaviours & Competencies
- Excellent communication skills, both verbal and written.
- Strong analytical and numerical ability, able to analyse and interpret data.
- Able to work independently and as part of a team, demonstrating a positive attitude and enthusiasm.
- Comfortable with multi-tasking and adaptable to changing priorities.
- Able to gauge personal capacity and prioritize workloads effectively.
Requirements
- Educated to A Level standard or equivalent.
- Previous experience in a similar role, preferably with a third-party administrator or in-house occupational pension scheme.
- Studying towards or completion of professional qualifications, such as the PMI's Certificate in Pensions Calculations and/or Advanced Diploma in Retirement Provision.
Overarching Obligations
- Adhere to all relevant laws and regulations, and Broadstone Policies & Procedures.
- Achieve a good standard of ethical behaviour, doing 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.
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