Pensions Associate

Hollybank Trustees Ltd; Greater London; On-site; GBP 32,000 - 42,000; Full time

Job summary

Hollybank Trustees Ltd is seeking a diligent administrator to support pension casework, ensuring accuracy and timely processing. The role involves membership administration, responding to member inquiries, and payroll-related retirements.

Successful candidates will have strong numeracy, MS Office proficiency, and project experience, with awareness of pension legislations such as GMP and contracted-out schemes.

Qualifications

• Proven ability to manage multiple priorities and deadlines.
• Strong numeracy skills with manual calculation accuracy.
• Knowledge of ISO 27001 policies and access procedures.
• Experience in pension administration and membership processing.
• Experience in project management.

Responsibilities

• Provide a service considered First Class by clients and in accordance with measures.
• Process all aspects of membership administration.
• Know policies and processes of ISO 27001 and how to access them.
• Produce accurate written correspondence to deadlines.
• Respond to members' telephone queries in writing or verbally.
• Provide quotations to members accurately and by deadlines.
• Set up and process forthcoming retirements for payroll purposes.
• Understand commutation factors and calculations.
• Understand GMP and a contracted out scheme context.
• Undertake ad hoc administrative tasks.

Skills

Computer literacy

Manual calculation accuracy

Verbal and written communication

Project management experience

Tools

MS Office

IntelliPen administration system

Job description

To contribute to the goals of the department primarily through the processing of casework in an accurate and

timely manner.

KEY RESPONSIBILITIES

• Provide a service that is considered to be “First Class” by clients and in accordance with agreed measures and
• Process all aspects of membership administration.
• Knowledge of policies and process of ISO 27001 and where they can be accessed and followed
• Produce accurate written correspondence to deadlines.
• Respond to members’ telephone queries either in writing or verbally.
• Provide members with quotations as requested, accurately and to agreed deadlines.
• Set up and process forthcoming retirements for payroll purposes.
• Understand the principles behind commutation factors and calculations.
• Understand the context and acknowledge of Guaranteed Minimum Pension (GMP) from first principles; also have an awareness of a Contracted Out scheme.
• Undertake periodical and ad oc administrative tasks as required.

PROFESSIONAL QUALITIES

• Computer literate. Experienced in the use of MS Office.
• Ability to complete manual calculations accurately.
• Knowledge and understanding of current pension legislation and an appreciation of upcoming changes.
• Experience of managing projects.
• Prior use of the IntelliPen administration system.

PERSONAL QUALITIES

• Well organised, with ability to deal with multiple priorities at the same time and a flexible attitude to accommodate change.
• Excellent verbal and written communication skill