Pension Administration Trainee
1 month ago
About the Role
We are seeking a highly motivated and detail-oriented Pension Administration Trainee to join our team at Broadstone. As a Pension Administration Trainee, you will play a crucial role in providing exceptional pension administration services to our clients.
Key Responsibilities
- Support the processing of team workloads through to conclusion in accordance with established procedures, ensuring that all work is subject to appropriate peer review and sign-off.
- Manage workloads to ensure that agreed service standards or targets are met, and act proactively in escalating any concerns in being able to meet service standards or targets.
- Field inbound telephone and email enquiries, ensuring that appropriate verification checks are undertaken, and refer any dissatisfied callers or complaints to a senior team member or colleague.
- Support the collation of periodical client information/reports as directed, and contribute to scheme event activities or projects as required.
- Develop technical competency through attending 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, and accurately record own time, as appropriate, to support client billing activities.
Requirements
- Good communication skills, both verbal and written.
- 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.
- 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.
- Able to gauge personal capacity and prioritise assigned workloads.
Technical Knowledge and Professional Qualifications
- Required: Educated to A Level standard or equivalent, and 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, 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.
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