2027 Pensions Administrator Trainee - Croydon

Isio

Greater London

On-site

GBP 24,000 - 30,000

Full time

8 days ago

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Benefits offered by this job

Competitive salary

Bonus scheme

Study support

Friendly team

Job summary

Isio is hiring for a Pensions Administration trainee role based in Croydon. You will join the Pensions Administration Training Academy on a permanent basis and receive structured training, hands-on experience and dedicated mentorship.

You’ll learn to process pension scheme transactions, respond to member queries and manage data while building knowledge of UK pension regulations and member services. A strong customer focus and teamwork are essential.

Qualifications

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.

Responsibilities

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.
Deliver timely responses to member enquiries via email, phone and post in line with SLAs.
Provide clear, jargon‑free guidance on pension benefits while demonstrating empathy.
Manage caseloads effectively to meet team processing targets.
Engage in knowledge‑sharing sessions with colleagues and mentors.

Skills

Numeracy

Communication

Microsoft Office

Teamwork

Problem-solving

Education

Undergraduate degree or higher

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 Croydon 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 Croydon 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‑by‑case basis, but can include: