- Taking ownership of a pipeline of cases to assist scheme members calculation requests.
- Reviewing all relevant data available on the client’s internal system to ensure the right figures, situations and tax allowances are considered in calculations work.
- Completing calculations and ensuring figures are accurate.
- Writing supporting letters to the customer.
- Knowledge of defined contribution pension schemes.
- Experience working for a pension provider completing calculations.
- Strong attention to detail and confidence with calculations.
- Proactive and confident handling multiple workstreams.
- Good communication skills including letter writing.