September Pensions Administrator Trainee
What's the role?
Join us as a Pensions Administrator in Isio's Pensions Administration Training Academy in Croydon.
This is a permanent role and a fantastic opportunity for enthusiastic, customer-focused individuals who are ready to learn and grow. Over the first 12 months, you'll receive structured training through a programme of classroom sessions, hands-on experience, and dedicated mentorship. You'll become part of a supportive team, learning how to process pension scheme transactions, respond to member (customer) queries, and manage data – all while building your knowledge of UK pension regulations and member services.
This role is ideal for someone eager to start a career in pensions, with a passion for problem-solving, teamwork, and delivering exceptional customer service.
The start date for our Academy will be Wednesday 23 September 2026 and you will be based in our Croydon office. Office attendance will be a minimum of 4 set days a week allowing you flexibility to work from home on a Wednesday should you wish to.
What will the role entail?
Data Management & Benefit Administration
Maintain accurate member records through cloud-based administration systems
Execute member lifecycle processes (transfers, retirements, etc) in compliance with regulatory guidelines
Perform benefit calculations and validate data integrity under senior supervision
Member Engagement & Support
Deliver timely responses to member enquiries via email, phone and post in line with service level agreements
Provide clear, jargon-free guidance on pension benefits while demonstrating empathy
Team Collaboration & Innovation
Manage caseloads effectively to meet team processing targets
Engage in knowledge-sharing sessions with colleagues and mentors
Professional Development
Complete mandatory training programmes within specified deadlines
Apply technical knowledge practically through supervised casework
Pursue self-directed learning to understand end-to-end pension administration processes
What we're looking for
Essential
Numeracy & Literacy: GCSEs (or equivalent) in Maths and English (Grade C / 4 or above)
Minimum 2.2 in any degree subject (or equivalent)
IT Proficiency: Confidence in Microsoft Office (e.g. Excel, Word, Outlook)
Customer Service Enthusiasm: strong interpersonal skills with a passion for helping others
Communication: strong spoken and written communication skills with the ability to actively listen to others
Team Player: Collaborative mindset, willing to support colleagues and learn from feedback
Attention to Detail: Ability to follow processes meticulously and identify improvements
Adaptability: Eagerness to learn new systems and adapt to changing priorities
Desirable
Prior customer service experience in a fast-paced, target driven environment (any sector)
Familiarity / experience of working in an office environment
A-levels or equivalent
What you can expect in return
A competitive salary and market leading bonus scheme with stretch targets for high performance
Study support to help you achieve professional qualifications, with salary increases for exam passes
Development and training opportunities to support your career ambitions throughout your time with us
A friendly, and supportive team who will help you to deliver your best work
we offer Isio – Careers & Benefits
About Isio
Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email
What's next?
follow the simple application process online.
Department
Early Careers
Locations
Croydon
Remote status
Hybrid
Employment type
Full-time