2027 Pensions Administrator Trainee - Birmingham

Isio; Park Central; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Study support for professional qualif.

Competitive salary with bonus scheme

Development opportunities

Friendly team

Job summary

Isio in Birmingham is hiring a Pensions Administration Trainee as part of its new Training Academy. This permanent role offers structured training over 12 months, hands-on experience and mentorship while you learn to process pension transactions and respond to member queries, building knowledge of UK pension regulations and client services.

Ideal candidates have strong numeracy and communication skills, are eager to learn, and enjoy teamwork.

Qualifications

• Undergraduate degree or higher by start date
• Strong numeracy and literacy
• Clear written and spoken communication
• Able to organise information, priorities and deadlines
• Interest in pensions and customer service
• Willingness to learn and take feedback
• Ability to work collaboratively with colleagues and clients

Responsibilities

• Maintain accurate member records in cloud-based systems
• Process member lifecycle events (transfers, retirements) under supervision
• Perform benefit calculations and validate data integrity
• Respond to member enquiries via email, phone and post
• Provide guidance on pension benefits with empathy
• Manage caseloads to meet team targets
• Engage in knowledge-sharing sessions with mentors
• Complete mandatory training and pursue PMI qualifications

Skills

Numeracy

Literacy

Written & verbal communication

Organising information

Numerical information

Teamwork

Microsoft Office

Education

Undergraduate degree

Tools

Microsoft Office

Job description

Why Isio?

Starting your career is about more than finding a job. It's about finding a place where you can learn, grow and make an impact.

At Isio, you'll work on meaningful projects, gain professional qualifications, receive structured development support and learn from experienced colleagues who are invested in your success. We're proud to have been recognised as one of the UK's leading employers for graduates and apprentices, reflecting our commitment to providing an outstanding Early Careers experience.

Find out more about our Early Careers programmes, awards and colleague experiences on our Early Careers website.

Pensions Administration

Join us as a Pensions Administrator in Isio’s brand new Pensions Administration Training Academy in our Birmingham office.

This is a permanent role and a fantastic opportunity for enthusiastic, customer-focused individuals who are ready to learn and grow. Over the first 12 months, you’ll receive structured training through a programme of classroom sessions, hands‑on experience, and dedicated mentorship. You’ll become part of a supportive team, learning how to process pension scheme transactions, respond to member (customer) queries, and manage data – all while building your knowledge of UK pension regulations and member services.

This role is ideal for someone eager to start a career in pensions, with a passion for problem‑solving, teamwork, and delivering exceptional customer service.

What does the role entail?

Data Management & Benefit Administration

• Maintain accurate member records through cloud-based administration systems
• Execute member lifecycle processes (transfers, retirements, etc) in compliance with regulatory guidelines
• Perform benefit calculations and validate data integrity under senior supervision

Member Engagement & Support

• Deliver timely responses to member enquiries via email, phone and post in line with service level agreements
• Provide clear, jargon‑free guidance on pension benefits while demonstrating empathy

Team Collaboration & Innovation

• Manage caseloads effectively to meet team processing targets
• Engage in knowledge‑sharing sessions with colleagues and mentors

Professional Development

• Complete mandatory training programmes within specified deadlines
• Apply technical knowledge practically through supervised casework
• Pursue self‑directed learning to understand end‑to‑end pension administration

What we’re looking for

• Good levels of numeracy and literacy
• Clear and consistent written and spoken communication skills
• The ability to organise information, priorities and deadlines
• The ability to work with numerical and financial information
• An interest in pensions, business and solving problems
• The ability to build effective working relationships
• Confidence in Microsoft Office
• A willingness to learn, ask questions and use feedback
• The ability to work collaboratively with colleagues and clients, valuing different perspectives
• Communicate clearly and listen to other people’s views
• Consistent care taken over quality, accuracy and follow‑through
• Those that can respond constructively when priorities change
• Those that stay curious and look for better ways to solve problems
• Consistently show respect, fairness and integrity

We will assess these behaviours in a structured and consistent way during the recruitment process.

Previous pensions experience is not required.

Training and development

You will receive structured learning, practical experience and support from your team.

You will develop technical, business and professional skills through on‑the‑job learning, formal training and hands‑on client work.

• Induction programme
• Technical and professional skills training over a structured 12 month initial period and beyond
• Ongoing opportunities to build your pensions and wider market knowledge
• A buddy to help you settle in
• Support from a Performance Manager with your development and progress

Support will be provided to work towards and achieve qualifications with the Pensions Management Institute (PMI)

Length of programme

You will be employed on a permanent basis from the start of your role.

Location and working pattern

This role is based in our Birmingham office.

Expected office attendance, is four days per week minimum in office.

The working pattern will reflect client, team and learning needs. Reasonable adjustments will be considered where appropriate.

Entry requirements

• You must have completed an undergraduate degree or higher‑level qualification by 20 September 2027 and achieved a 2.2 or higher. If you are in your final year, you should be on track to achieve this
• We welcome applications from people studying any subject
• You will need clear written communication, numeracy skills and an interest in Pensions and Customer service

We are not able to provide visa sponsorship for this position and therefore you will need to be able to work in the UK without the need for visa sponsorship now or in the future.

Start date: 22 September 2027

Recruitment process

The recruitment process will include;

• completing an online application form where we will establish your eligibility for this role
• an invitation to complete a ‘Skills that Build’ assessment and numerical reasoning online assessment - more information on this is available here
• online motivation and competency questions requiring video and/or written responses
• a further review of your application assessing your potential to be successful in this role
• an interview, in‑person, with Managers in this role in the office you have applied to be based in

We will explain what to expect before each stage. The process will assess your motivation, numerical and problem‑solving skills, communication, teamwork and approach to learning. It will not assume previous pensions knowledge.

What you can expect in return

• A competitive salary and a market‑leading bonus scheme, with stretch targets to reward high performance
• Study support to help you achieve professional qualifications, with salary increases for exam passes
• Development and training opportunities to support your career ambitions throughout your time with us
• A friendly and supportive team who will help you deliver your best work

You can find out more about us and the benefits we offer here: Isio – Careers & Benefits

Accessibility

It’s our vision to foster a diverse, inclusive and equitable environment, which recognises individuals for their unique contribution, celebrates their differences without judgement and is committed to driving measurable change.

Isio promises to make the recruitment process as accessible as possible, giving all candidates the opportunity to shine. We will reduce or remove barriers where possible and provide additional support where appropriate.

What reasonable adjustments can we offer?

Adjustments are made on a case‑based approach, but can include:

• Extra time to complete assessments
• Receiving content in accessible formats

If you think you may require a reasonable adjustment to be made at any stage of the recruitment process, please email: [e-mail].