Trafalgar House
Senior Pensions Associate
Skills
1 month ago
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Important information
Contract type:
Permanent
Location:
London, UK
Work mode:
Onsite
Published on:
16 September 2026
What they need
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
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