Pensions Administrator
9 hours ago
Pension Administration Role
The role of Pension Administrator at Broadstone involves providing pension administration services to clients in accordance with established procedures and control frameworks.
Key Responsibilities
- Evaluate and log incoming enquiries, ensuring required actions are accurately recorded on the workflow system in a timely manner.
- Support the processing of team workloads through to conclusion in accordance with established procedure, ensuring all work is subject to appropriate peer review and sign-off.
- Field inbound telephone and email enquiries, ensuring appropriate verification checks are undertaken.
- Prepare and collate periodical or ad-hoc client information/reports as directed.
- Undertake scheme event activity or project preparations/actions.
- Develop technical competency in self and others.
- Adhere to Broadstone staff policies and procedures at all times.
Key Behaviours & Competencies
- 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 an influential and participative team contributor.
- Comfortable in multi-tasking.
- Demonstrates an openness to feedback and in clarifying information received.
- Exudes enthusiasm and presents a positive outlook/attitude.
- Astute in observing own training needs and proactively seeks support or guidance.
Technical Knowledge and Professional Qualifications
- Required: Educated to A Level standard or equivalent.
- Previous experience carrying out a similar role with a third-party administrator or in-house occupational pension scheme.
- Recommended: Studying towards or completion of professional qualifications (the PMI's Certificate in Pensions Calculations and/or Advanced Diploma in Retirement Provision).
Overarching Obligations
- Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures.
- 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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