Trainee Pensions Administrator

Contract: Full Time Permanent
Location: Redditch
Hours: Full time
Salary: Competitive

Role Purpose

To assist in the provision of administration services to clients.

Key Accountabilities

  • To carry out routine administration services for all clients as requested by Senior Administrators, Pensions Manager, Pensions Director or Directors which will include the following duties:
  • Maintaining membership records on the administration system
  • Calculating benefits for members; i.e. leavers, retirements, transfers, deaths
  • Setting up new members on the administration system
  • Dealing with general queries from members, the employer and the trustees by telephone, email and letter
  • Assisting in the preparation of the annual benefit statements
  • Liaising with HM Revenue and Customs
  • Responsibility for entering jobs received in the unit onto the work log system
  • Printing off daily reminders and distributing to team members
  • Sorting and filing client documentation
  • Dealing with Trustee AVC schemes
  • Maintaining records on client external payroll systems as appropriate
  • To adhere at all times to the Administration Procedures Manual
  • To monitor daily target dates and to ensure service level standards are met for clients
  • To update time records on a daily basis
  • To be flexible and provide such other support as would be reasonably expected within the role
  • To provide support for the administration system if required to

Technical Knowledge and Professional Qualifications

Key Skills

  • Good communication skills both verbal and written
  • Ability to work on own as well as a member of a team
  • 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


  • Educated to A Level standard
  • Willing to study for APMI qualifications
  • Previous similar work experience not required

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

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