Senior Pensions Administrator
Role Purpose
To be responsible for the day-to-day administration services provided to own portfolio of clients in Trust-Based Pensions.
Key Accountabilities
- To be main point of contact for allocated clients and responsible for ensuring that the day-to-day administration services are provided to a high standard
- To delegate work to Pension Administrators as appropriate, keeping under review the workload of the Pension Administrators
- To check the work of the Pension Administrators and other Senior Administrators in line with team procedures:
- Monitor target due dates to ensure service level standards are met for clients
- To ensure that all work that leaves the team is of a high standard
- To adhere at all times to the Trust-Based Pensions Administration Procedures Manual
- To attend Trustee meetings and other client meetings as required
- To keep under review all routine administration procedures carried out for clients and raise with Pensions Manager/Directors if could be improved
- To ensure all standard documents for clients are reviewed regularly
- To prepare draft quarterly invoices for consultants
- To provide assistance on one off projects as required
- Provide updates at monthly team meetings of development/changes on own clients that rest of team should be aware of
- To provide support for P3 administration system if required to
- To update time records on a daily basis
Technical Knowledge and Professional Qualifications
Key Skills
- Able to provide excellent customer service to clients and build strong client relationships
- Excellent communication skills, both verbal and written
- Experience of supervising and mentoring junior staff
- Good understanding of current pensions legislation
- Ability to work on own as well as a member of a team
- Delegation skills – able to distribute work to others ability
- Analytical and numerical ability – able to analyse, evaluate and interpret data
- Ability to multi-task
- Ability to prioritise workloads and deal with any urgent issues that arise
- Ability to identify solutions
Required
- Educated to A Level standard
- Experience carrying out a similar role with a third-party administrator or in-house occupational pension scheme
Recommended
- Studying towards APMI
Overarching Obligations
- Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures
- Achieve a good standard of ethical behaviour, i.e. do the right thing at all times
- Comply with all relevant professional standards
- Comply with the FCA’s requirements in relation to Conduct Risk & Treating Customers Fairly