Senior Analyst - Pension Administration

Aptia Group India Private Ltd; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Aptia Group India Private Ltd is seeking an experienced Pensions Administrator to manage complex queries, perform pension calculations, and support client relationships within Defined Benefit schemes. You will mentor junior colleagues, advise on legislative changes, and help improve processes to ensure compliance and accuracy.

You will liaise with clients and scheme members, review calculations, and contribute to budgeting and project delivery while staying abreast of industry developments.

Qualifications

• Experience liaising with clients and trustees.
• Ability to perform complex pension calculations and peer review.
• Strong knowledge of Defined Benefit schemes and UK legislation.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving skills.
• Ability to analyse and improve processes.
• PMI qualification desirable.

Responsibilities

• Communicating with clients and scheme members on complex queries via letter, email, and telephone.
• Understand scheme details and ensure activities align with scheme rules.
• Perform complex pensions calculations and enter pensions data using automated and manual processes.
• Assist with monitoring progress using MI reporting for member, client and scheme events.
• Ensure errors and complaints are handled per procedures within timescales.
• Monitor project income and collaborate with management to deliver projects on plan and budget.
• Identify opportunities to generate additional revenue within client groups and costs.
• Stay updated on technical developments and legislative changes and discuss implications.

Skills

Client liaison

Pension calculations

UK pensions knowledge

Communication skills

Analytical thinking

Process improvement

PMI qualification desirable

Job description

About Aptia Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind. Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best. And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues. Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term.

Job requirements Seeking an experienced Pensions Administrator to manage complex queries, perform and review calculations, and support client relationships. The role also involves advising on legislative changes, improving processes, and mentoring junior team members while ensuring compliance and accuracy across Defined Benefit schemes.

Are you an experienced Pensions Administrator looking for a fresh challenge? In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members. You will use your technical knowledge to advise on procedural and legislative changes, and support client relationships through budgeting and process improvement.

What you’ll be doing:

• Communicating with clients and scheme members on complex queries when required via letter, email and telephone.
• Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules.
• Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events.
• Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work.
• Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales.
• Monitoring project income and work with your manager to ensure client projects are delivered on plan and to budget.
• Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed.
• Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications.

What we’re looking for

• Experience liaising with clients and trustees.
• Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues.
• In-depth knowledge of UK pensions legislation.
• Good communication skills, both written and verbal.
• Strong analytical and problem-solving skills.
• Able to analyse and improve processes.
• Relevant professional qualification (e.g. PMI) – desirable.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation. If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.

Aptia is a trusted provider of employee benefits and pension administration services, with offices in the U.S. and U.K. supported by shared services in India and Portugal. We manage programs covering over six million people and serving more than 1,100 clients, catering to both B2B purchasers of the administration platform and B2C employees. With our extensive experience in the industry, we will deliver efficient and reliable solutions that ensure the smooth management of employee benefits programs. Our dedicated team of experts will combine in-depth knowledge with leading technology to simplify the administration process for clients.