Senior Pensions Associate

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