- To perform complex pension calculations to a high standard in a team environment.
This role supports client relationships in terms of budgeting and process improvement and will also peer review complex tasks and coach junior colleagues in this area.
Main Responsibilities
- Communicating with clients and scheme members on complex queries when required via letter, email, and telephone.
- Gain a thorough understanding of the scheme details administered in the team and ensure activities are processed in line with the scheme rules.
- Performing complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events.
- Perform checking activity as required to support team members, and use MI reporting to monitor progress for member, client and scheme event work.
- Ensuring errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales.
- Monitoring project income and work with your Manager to ensure client projects are delivered on plan and to budget.
- Identifying opportunities to generate additional revenue within your client group, ensuring requests for additional work are identified and costs calculated and confirmed.
- Keep abreast of technical developments, procedural and legislative changes, able to discuss and act upon the implications.
Required Experience and Technical Knowledge
- Experience liaising with clients and trustees.
- Ability to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy.
- Strong knowledge of member calculation processes, scheme knowledge, scheme types and governing legislation issues.
- In-depth knowledge of UK pensions legislation.
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