Role Summary
In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer review, coach and check calculations for more junior team members. You will use your technical knowledge to advise on procedural and legislative changes and support client relationships through budgeting and process improvement.
Location
This role is hybrid aligned to our offices in Chichester, but may be some flexibility on location.
Responsibilities
* Communicating with clients and scheme members on complex queries 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.
* Perform complex pensions calculations, enter pensions data and answer enquiries to the required standard using both automated and 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, and be able to discuss and act upon the implications.
Qualifications
* 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, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues.
* In‑depth knowledge of UK pensions legislation.
* Good communication skills, both written and verbal.
* Strong analytical and problem‑solving skills.
* Able to analyse and improve processes.
* Relevant professional qualification (e.g. PMI) – desirable.
Equal Opportunity Statement
Aptia is committed to creating a diverse, inclusive and equitable work environment. We are an equal‑opportunity employer and aim to attract and retain the best people without regard to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation. If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.
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