Bereavement & Accident - Member Services Technician

People's Partnership; Crawley; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Pension contributions

Living wage

Insurance cover

Healthcare

Parental leave

Development opportunities

Season ticket loans

Onsite gym

Ride-to-Work

Social clubs

Job summary

People’s Partnership in Crawley is seeking a Member Services Technician to support regulatory and compliance activities within Transfers. You will monitor changes, prepare trustee reports, and assist with testing while delivering high-quality customer service.

The role requires detail orientation, strong planning, and excellent communication as you liaise with compliance and technical teams. A hybrid working model and a range of employee benefits are offered.

Qualifications

• Fast-paced environment requiring excellent planning to prioritise tasks and meet deadlines.
• Strong interpersonal and communication skills to collaborate across teams.
• Keen eye for detail with good working knowledge of MS Office and Outlook.

Responsibilities

• Monitor regulatory changes and keep Transfers processes compliant and efficient.
• Act as the technical and compliance query expert and document solutions for clarity.
• Own regulatory controls: review/attest processes, sign off tests, lead due diligence.
• Promote continuous improvement, share knowledge, coach peers and embed TCF culture.

Skills

Planning skills

Interpersonal communication

Attention to detail

Microsoft Office

Tools

Microsoft Outlook

Job description

Member Services Technician

About People’s Partnership:

At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.

What you'll be doing:

Join our Member Services team as a Member Services Technician, where you'll play a key role in ensuring our operations stay ahead of legal and regulatory changes. You'll be the go-to expert for all things technical within Transfers — from overseeing regulatory events and producing trustee reports, to supporting projects and testing as a subject matter expert. You'll liaise with compliance and technical teams to resolve queries, roll out updates, and maintain high standards of customer service. If you're detail-oriented, proactive, and committed to treating customers fairly, this is your chance to make a real impact in a fast-paced, collaborative environment.

• Stay ahead of the curve by monitoring regulatory changes and ensuring our Transfers processes evolve to remain fully compliant and efficient.
• Be the go-to expert for technical and compliance queries, collaborating closely with internal teams and documenting solutions that drive clarity and consistency.
• Own key regulatory controls— from reviewing and attesting processes to signing off test scripts and leading due diligence efforts across projects.
• Champion continuous improvement by sharing knowledge, coaching peers, and embedding a culture of Treating Customers Fairly (TCF) across everything you do.

What we’re looking for:

• You thrive in a fast-paced setting, with excellent planning skills that help you prioritise tasks and consistently meet deadlines.
• Your strong interpersonal and communication skills make you a confident role model, able to share feedback, work across teams, and support others effectively.
• You have a keen eye for detail and a good working knowledge of Microsoft Office and Outlook, helping you deliver high-quality work under pressure.

• Good knowledge of pension legislation.

What you can expect from us:

• Generous pension contributions with an employer contribution of up to 14%
• Real living wage
• Income protection, critical illness cover & death in service insurance
• Employee healthcare
• Parental and adoption leave
• Learning & development opportunities and study support
• Travel season ticket loans
• Grab & Go Deli Cafe in Crawley
• Volunteering days and charity payroll giving
• Onsite gym
• Ride-to-Work scheme
• Social clubs and events

Disability Statement

People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.