Trainee Pensions Administrator

Trainee Pensions Administrator

We’re growing and want you to be a part of our journey.

Our Pensions Administration Team

We provide a friction-free pensions administration journey for our clients and their members. We have a simple philosophy that underpins our success. We believe that by creating the right blend of human touch and state-of-the-art technology, we’ll deliver the best possible experience for every member on their road to retirement and beyond.

What’s the role?

Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and highly organised individual to join our Croydon team. Whilst no direct pensions experience is required for this role, it would be beneficial to have had some work experience within a financial services environment.

Full training will be provided to enable your career progression and we expect you will develop your knowledge and expertise through a mix of structured training and on-job experience. You will be fully supported from your first day at Isio through our 'buddy’ system.

You will be key to the delivery of the service provided to a portfolio of pension scheme clients that range in size and type. You will contribute to the day-to-day activities in relation to your clients and take ownership of any tasks assigned to you.

Key responsibilities

• Provide excellent customer service.
• Accurately process cases assigned to you, which will include the calculation and payment of members benefits.
• Answer incoming calls and resolve queries in an empathetic and caring manner.
• Escalate any potential problems and/or complaints for quick resolution.
• Manage your time effectively to ensure all deadlines are met.
• Produce letters, email and reports to an expected high standard.
• Take ownership and responsibility for any tasks assigned to you.
• Develop your knowledge and understanding of the pensions industry by keeping up to date with relevant pensions regulations and legislation.
• Actively contribute to our continuous service improvement initiative.
• Be positive and professional at all times to build strong relationships with others.

Key skills and experience

• Experience - Whilst previous specific pensions work experience is not essential, this role would suit those with experience of working in an office environment, ideally within financial services in a technical role (using MS Office, especially excel) producing high quality deliverables to deadlines and/or a client facing role.
• Excellent customer service focus - the ability to deal empathetically with people, build relationships and manage expectations.
• A great communicator - the ability to communicate with others in a clear and succinct way.
• Enthusiasm and motivation - a unwavering desire to deliver excellent customer service whilst taking responsibility to learn new things.
• Excellent time management - the ability to manage multiple tasks and consistently deliver to deadlines.
• A great team worker - the ability to work as part of a team in a busy, fast-paced environment.
• GCSE in English and Maths at Grade 4 or C or an equivalent, or higher

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.

On top, we also offer:

• A competitive remuneration package, including a bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company’ days - a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• We offer market leading study support to pursue professional qualifications via the Pensions Management Institute with salary increases awarded for exam passes.

Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.