- Taking ownership of a pipeline of cases to assist scheme members looking to transfer to a new pension provider.
- Reviewing all relevant data available on the client’s internal system
- Running automated calculations and performing manual benefit calculations.
- Knowledge of defined benefit pension schemes.
- Experience working for a pension provider completing transfers and equivalent administration.
- Strong attention to detail and confidence with calculations.
- Proactive and confident handling multiple workstreams.
- Good communication skills.
- Experience supporting vulnerable customers.
- Comfortable commuting to Crawley.