Onboarding Calculations Consultant

Legal & General; Crawley; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare plan

At least 25 days holiday

Discounts on products and stores

Job summary

A leading UK financial services group is looking for an Onboarding Calculations Consultant in Brighton and Crawley. This hybrid role involves supporting client services tasks related to Defined Benefit Pension schemes. The ideal candidate will have a pension qualification and strong attention to detail. You'll be responsible for calculations, compliance, and communication with various stakeholders. The position offers a competitive benefits package, including a performance-related bonus and generous pension contributions.

Qualifications

• Experience with Defined Benefit Pension schemes.
• Knowledge of relevant legislation including GDPR and Consumer Duty.
• Ability to manage priorities and work effectively to tight deadlines.

Responsibilities

• Provide manual calculations and claims support for pension schemes.
• Draft communications to members and intermediaries.
• Calculate accurate quotations ensuring compliance with specifications.
• Authorize payments and update systems for non-standard schemes.
• Act as a technical expert for sensitive schemes.

Skills

Detail-oriented

Excellent customer outcomes

Technical accuracy

Clear and empathetic communication

Initiative to improve processes

Education

Pension qualification (CII or PMI)

Job description

Legal & General is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

L&G Institutional Retirement looks after around 700,000 institutional customers who have their retirement benefits secured with us and operates continuously in the UK market since 1987.

Job description

We’re currently recruiting for an Onboarding Calculations Consultant to join our Award Winning PRT business. As an Onboarding Calculations Consultant, you’ll apply your expertise in Defined Benefit Pension schemes to support new and ongoing client services tasks. If you are detail-oriented and passionate about delivering excellent customer outcomes this might just be the role for you. This is a hybrid working opportunity, which means you can work between your home and the office.

What you’ll be doing

• Providing manual calculations and claims support for Defined Benefit Pension schemes
• Drafting clear communications to members and third‑party intermediaries
• Calculating accurate quotations and ensuring compliance with benefit specifications
• Authorising payments and updating systems for non-standard schemes
• Acting as a technical expert and point of contact for sensitive or priority schemes
• Setting up and maintaining scheme records and resolving anomalies
• Following standard operating procedures and maintaining audit trails
• Communicating key updates to internal teams and third parties

Qualifications

• Holding a pension qualification such as CII or PMI, or equivalent experience
• Understanding Defined Benefit Pension schemes and their administration
• Demonstrating knowledge of relevant legislation including GDPR and Consumer Duty
• Showing strong attention to detail and technical accuracy
• Managing priorities and working effectively to tight deadlines
• Communicating clearly and empathetically with a range of stakeholders
• Maintaining a customer‑focused approach in all interactions
• Taking initiative to reduce risks and improve processes

Benefits

• The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare plan
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service
• Competitive family leave
• Participation in our electric car scheme, offering a brand‑new electric car through tax‑efficient salary sacrifice
• Discounts on our own products and a range of high‑street stores and online
• Well‑designed workspaces that promote wellbeing and collaboration

Additional information

At L&G, we believe it’s possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing, and empowered through initiatives that support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part‑time, term‑time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

Location: Brighton And Hove, England, United Kingdom. Crawley, England, United Kingdom.