Pensions Casework & Member Services Specialist

Trafalgar House; England; On-site; GBP 28,000 - 36,000; Full time

Job summary

Trafalgar House is seeking a Pensions Associate in Greater London to contribute to accurate casework processing and membership administration. You will apply pension knowledge and MS Office skills to support payroll and GMP/contracted out scheme understanding. The role emphasizes accuracy, deadlines, and client service.

Ideally you hold PMI qualifications (or are studying) and have project experience, plus familiarity with IntelliPen and DC/DB procedures. This position is based in Greater London.

Qualifications

• Proficient in MS Office and pension systems.
• DB/DC experience or similar pension administration background.
• Able to perform manual calculations accurately and efficiently.
• Strong teamwork and communication capabilities.
• Knowledge of current pension legislation and upcoming changes.
• PMI qualification or currently studying.
• Experience in managing projects is advantageous.
• Experience using the IntelliPen administration system.

Responsibilities

• Provide a First Class service to clients within agreed measures.
• Process all aspects of membership administration.
• Understand and apply ISO 27001 policies and processes as accessed.
• Produce accurate written correspondence by deadlines.
• Respond to members’ queries in writing or verbally.
• Provide quotations accurately and by deadlines.
• Set up and process retirements for payroll purposes.
• Understand commutation factors and GMP concepts; awareness of contracted out schemes.
• Perform periodical and ad hoc administrative tasks as required.

Skills

MS Office

DB/DC experience

Manual calculations

Team player

Pension legislation knowledge

PMI qualified/studying

Project management experience

IntelliPen experience

Education

PMI certification or in progress

Tools

IntelliPen

Job description

Trafalgar House is seeking a Pensions Associate in Greater London to contribute to accurate casework processing and membership administration. You will apply pension knowledge and MS Office skills to support payroll and GMP/contracted out scheme understanding. The role emphasizes accuracy, deadlines, and client service.

Ideally you hold PMI qualifications (or are studying) and have project experience, plus familiarity with IntelliPen and DC/DB procedures. This position is based in Greater London.