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Financial professional

Liverpool (Merseyside)
Colbern
€37,500 a year
Posted: 31 May
Offer description

Overview

This role is for a Pension Officer Technical based in Birkenhead, working on a contract basis for £17.08 per hour.


Responsibilities

* Determine action required for new entrants and leavers, check associated records and respond to enquiries.
* Provide information on options and choices available, including combining benefits for re‑employed active, deferred and pensioner members.
* Check the accuracy of refunds of contributions, ensuring that the appropriate regulations have been applied and interest paid where necessary.
* Ensure incoming mail and electronic data, including My Pension Online requests, are indexed and initiate workflows for casework.
* Manage the storage and disposal of confidential document waste in compliance with Data Protection requirements.
* Maintain microfiche records and ensure generic Fund documents are held within the general filing system.
* Check accuracy of payment processing and ensure operational practice is within audit guidelines.
* Process and control foreign currency requests and procure UK and international travel arrangements for Fund officers in compliance with policy and budget guidelines.
* Perform any other duties commensurate with the grade.


Qualifications

* Diploma or foundation degree in Pensions Administration and Management, with CIPPM or working towards it desirable.
* Knowledge of the Local Government Pension Scheme (LGPS) and its regulations.
* Understanding of HMRC regulations and industry‑wide pension legislation.
* Experience using Lynx Heywood's Altair pension administration software, Microsoft Word, Excel and an EDM system.
* Experience with financial systems including accounts receivable.
* In‑depth experience dealing with the public or working in a financial environment with practical experience of pension administration.
* Good verbal and written communication skills.

Colbern Limited along with our clients are an equal opportunities employer.

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