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Career development
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Pensions Administrator

Salary £24,000 - £32,000 Depending on Experience
Location Birmingham, Edinburgh, Glasgow
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

The Vacancy

Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. The team plays a key part in providing clients and members with a market-leading service across Defined Benefit (DB), Defined Contribution (DC) and CARE pension arrangements.

An exciting opportunity has arisen to join the department as a Pensions Administrator within the Client Services team in our Birmingham, Edinburgh or Glasgow office.

What will the role involve?

This role involves working as part of a dynamic administration team to deliver high-quality services to members and clients, both internally and externally, across DB, DC and CARE pension arrangements. Responsibilities include supporting members with a range of processes and queries, while also contributing to the development of less experienced colleagues.

Key responsibilities include:

  • Maintaining and updating member records on the Universal Pensions Management system (UPM) and processing member events, including retirements, deaths, joiners, early leavers, transfers in/out and illustrative quotations.
  • Completing all processes in a timely manner, ensuring high-quality outputs.
  • Contributing to the delivery of a professional and friendly service, ensuring agreed scope, timescales and quality standards are met in line with service levels.
  • Ensuring work is allocated and processed in accordance with guidelines, procedures and service quality standards.
  • Identifying exceptions and errors and escalating these to the Team Leader to mitigate financial, reputational and regulatory risks.
  • Following standard complaint procedures, ensuring all complaints and errors are reported promptly.
  • Gathering and reporting client and member feedback, and supporting the implementation of service improvements.
  • Ensuring mandatory Doer process requirements are carried out consistently and effectively.
  • Ensuring work is appropriately chargeable, coded correctly, and that chargeability expectations (75%) are met.
  • Acting as a point of reference for less experienced team members.
  • Supporting annual and periodic scheme events, such as pension increases and renewals.
  • Assisting with the maintenance of scheme cash books, bank statements and cashflow forecasts.

A more detailed list of responsibilities is available in the full role profile, which can be provided on request.

What’s required to succeed in this role?

  • Proven experience in day-to-day pension administration, including DB, DC and CARE arrangements.
  • Up-to-date knowledge of pension legislation, technical developments and industry best practice.
  • Strong organisational skills with the ability to manage multiple tasks effectively.
  • Clear and concise communication skills when engaging with clients and members.
  • A collaborative approach, working with colleagues, clients and internal stakeholders.
  • Experience using pensions administration systems (e.g. UPM or similar) and Microsoft Office applications.
  • Experience in client care or customer service, including confident and professional telephone communication.
     

Ideally, candidates will have started studying towards a professional qualification such as Associate Membership of the Pensions Management Institute, or be interested in doing so. However, applications are also welcome from those with relevant UK pensions experience who can demonstrate a strong understanding of the market.

Applications are encouraged from individuals who may not meet all the listed criteria but demonstrate potential to develop the required skills with support. Additional knowledge or experience not listed but relevant to the role is also welcomed.

Please note that, as part of the recruitment process, candidates will be required to complete a pensions knowledge assessment.

What’s on offer?

In addition to a competitive salary and access to a profit share scheme, the following benefits are available:

  • A flexible benefits package tailored to individual lifestyle and needs.
  • A collaborative and supportive working environment where ideas are encouraged.
  • On-site mental health and wellbeing support.
  • Ongoing personal and professional development, including mentoring and access to the Aspire learning portal.
  • Regular social activities, three days of paid volunteering leave annually, and a day’s leave to celebrate a birthday.
  • Hybrid working, with the expectation of two in-office days per week.
  • A flexible working window between 7am and 7pm.

Please note that applications are reviewed on a rolling basis, so early submission is encouraged.

We are committed to being open and transparent in recruitment and reward processes. This role does not currently meet the minimum salary threshold for Skilled Worker visa sponsorship in the UK.

If sponsorship is required, it is recommended to review eligibility for alternative routes or salary threshold discounts before applying. Individual circumstances can be discussed further where appropriate.

About Us

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment. 

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment.  We love innovative, independent thinking and want everyone to share their ideas.  

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards. 

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.   

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know. 

Together, we can make this the best job you’ll ever have. 

We Offer

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

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