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Trainee Pensions Administrator

  • Location: Bristol, UK
  • Salary: Competitive
  • Hours: Full-time
  • Contract: Permanent
  • Closing: 31/07/2020

Role Purpose
To assist in the provision of administration services to clients of Trust Based Pensions.

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
    • 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 Trust-Based Pensions 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 degree 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 & Procedure
  • 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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