Senior Pensions Associate

Trafalgar House Pensions Administration; Greater London; On-site; GBP 32,000 - 42,000; Full time

Job summary

Trafalgar House Pensions Administration is seeking an experienced Pensions Associate in London to contribute to accurate and timely pensions administration. The role involves allocating and checking work, handling member benefit quotations, and ensuring compliance with pension policies and BCMS.

You will work on DB/DC administration, participate in projects for clients, and support continuous improvement initiatives while upholding high service standards.

Qualifications

• Extensive DB/DC experience.
• Ability to complete manual calculations accurately.
• Good team player with strong communication skills.
• Knowledge of pension legislation and upcoming changes.

Responsibilities

• Provide a First Class service to clients within agreed measures and timescales.
• Allocate and check Pensions Associates work for accuracy and deadlines.
• Process all aspects of membership administration and provide benefit quotations.
• Read and follow ISO 27001 policies and BCMS procedures.

Skills

DB/DC experience

MS Office

Manual calculations

Team player

Reviewing others' work

Communication skills

Tools

IntelliPen

Job description

Main Purpose of the Role

To contribute to the goals of the department in the doing, allocating and checking of other administrators' work and delivering pensions administration 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 timescales.
• Allocate and check Pensions Associates work for accuracy and ensure deadlines are met.
• Process all aspects of membership administration. Provide members with benefit quotations as requested, accurately and to agreed deadlines.
• Knowledge of policies and process of ISO 27001 and where they can be accessed and followed.
• Has awareness of the ISO22301 standard and our business continuity management system.
• Read and understood key policies in the BCMS and understands what to do in the event of an incident.
• Ensure accuracy of written and verbal communication.
• Demonstrate a good understanding of DB and DC administration, including practical experience of benefit calculations, contracting-out and the Pension Freedoms.
• Production of stewardship reports within the required timescales.
• Ensure processes and documentation are kept up to date. Challenge procedures to identify process improvements and efficiencies.
• Undertake periodical and ad hoc administrative tasks as required.
• Participation in new business exercises, representing the Company to external prospects and clients as required.

Professional Qualities

Essential

• Computer literate. Experienced in the use of MS Office
• Extensive DB/DC experience.
• Ability to complete manual calculations accurately.
• Good team player.
• Ability to review the work of others to ensure accuracy.
• Knowledge and understanding of current pension legislation and an appreciation of upcoming changes.

Desirable

• PMI Qualified (or studying).
• Experience of managing and delivering projects for clients to specification, time and budget.
• Prior use of the IntelliPen administration system.
• Experience of leading on DB and/or DC scheme(s).

Personal Qualities

• Well organised and has a flexible attitude to comfortably accommodate change.
• Excellent verbal and written communication skills

Reporting line

Reports to: Lead Pensions Associate