Job Description

You will maintain scheme data, administer and update individual member records, and handle all aspects of managing a portfolio of high-end clients and schemes. We’re innovative in terms of product and proposition plus, the work is varied, meaning you’ll be talking to colleagues and customers regularly.

What you'll be doing

• Providing an efficient claims service to scheme members and intermediaries plus, interpreting scheme provisions in line with current legislation
• Responsible for all manual retirement calculations, design and issue of non-standard communication
• Checking individual quotations and authorizing the payment of claims, ensuring that documents and statements are correct
• Sharing technical advice and instruction to other team members
• Be a technical expert for the team; being utilized as the Society’s contact and expert on sensitive or priority schemes, acting as the focal point for queries and having responsibility for interpreting and keeping up to date with current pensions legislation and HMRC practice
• Regularly review schemes that are not yet ‘signed’ and ensure all systems are kept up to date
• Liaise with colleagues to ensure correct data is used for all quotations and settlements
• Proactively review outstanding data items both internally and externally
• Facilitate the operation of a variety of bulk exercises (Transfer, WULS etc.) in line with the agreed process liaising accordingly with internal teams
• Ensure all member records are updated and correct at the point the FDS is signed and the Trustees

Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days’ holiday, private medical insurance, discretionary performance related bonuses, paid overtime, a variety of share schemes, discounts at both a huge range of high street stores and our own great products.

Required Knowledge, Skills, and Abilities

What we're looking for

• Pension qualification from CII or PMI desirable
• Defined benefit pension knowledge
• Regulatory knowledge of The Pensions Regulator, The Financial Conduct Authority, The Pension Protection Fund and the Financial Assistance Scheme
• Proactive approach to problem solving
• Strong communication skills and passion to support customers
• Coaching skills
• Case conference and meeting skills