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 sign-off. 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. Field inbound telephone and email enquiries, ensuring that appropriate verification checks are undertaken. 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, 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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