Pensions Administration

Isio; Birmingham; On-site; GBP 24,000 - 28,000; Full time

Benefits offered by this job

Induction programme

Training & development

Study support

Buddy system

Performance management

Exam sponsorship

Career development

Supportive team

Job summary

Isio is offering a permanent early-career role focused on pensions and customer service. You will learn to process pension transactions, respond to member queries, and handle data with support from mentors.

The programme includes classroom sessions, hands-on experience, and structured development over the first year. Starting with strong training and a collaborative team, you will build knowledge of UK pension regulations and member services while developing professional qualifications and

Qualifications

• Excellent numeracy and literacy levels.
• Clear and consistent written and spoken communication.
• Able to organise information, priorities and deadlines.
• Comfort with numerical and financial information.
• Interest in pensions, business and problem solving.
• Ability to build effective working relationships.
• Confidence in Microsoft Office.
• Willingness to learn and take feedback.
• Ability to collaborate with colleagues and clients, valuing different perspectives.

Responsibilities

• Maintain accurate member records using cloud-based systems.
• Execute member lifecycle processes (transfers, retirements) compliant with guidelines.
• Perform benefit calculations and data validation under supervision.
• Respond to member enquiries via email, phone and post within SLAs.
• Provide clear guidance on pension benefits with empathy.
• Manage caseloads to meet team targets.

Skills

Numeracy

Literacy

Clear communication

Organisational skills

Numerical proficiency

Microsoft Office

Teamwork

Willingness to learn

Education

Undergraduate degree or higher

Tools

Microsoft Office

Job description

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

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

Opportunity

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.

Ideal Candidate

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.

Requirements

• 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.

• 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.

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.

Benefits and Development

• 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, 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