What will you be doing?
1. Producing calculations of member's benefits by either using pro forma or an automated calculation routine. Calculations will vary from scheme to scheme and will increase in complexity with experience.
2. Preparing the appropriate explanatory standard letters to members, clients and advisers
3. Maintaining the client database and website (where appropriate) and updating individual member records accurately and completely
4. Input information on data files for bulk updates or for producing reports and completing simple verification processes to check data has been entered accurately. You will also be expected to assist in keeping these records in order
5. Preparing letters to members, clients and advisors to answer their questions and general enquiries about their benefits. This will be by using standard letters and templates or by drafting non-standard responses
6. Communicating with scheme members and clients and dealing with general telephone enquiries on a day to day basis
What skills, qualities and experience do you need for this role?
7. Educated to 'A' level, degree level or equivalents
8. Previous office experience would be useful but pensions experience is not essential
9. Willingness to study for professional exams
10. Excellent organisation and attention to detail skills
11. Excellent communication skills
12. The ability to work under your own steam but also to be a strong team player, capable of multi-tasking and fluctuating workloads. The ability to organise and manage your workloads is vital!
13. A high standard of professionalism is required at all times as is a flexibility of hours worked and work undertaken
14. An inquisitive mind and keenness to learn
What’s in it for you?
Take a look at our page to see why our people love being here! As well as joining a multi-award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. Currently our core benefits package includes:
For you:
15. Hybrid working (varies by role and department)
16. professional study support (where applicable)
17. Access to our internal Wellbeing, LGBTQ+, Multicultural and Women’s networks
For your family:
18. Life assurance, income protection, enhanced maternity/paternity/adoption and shared parental leave
For your health:
19. 26 days annual leave (pro-rata for part-time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday
20. Private medical insurance
21. Discounted gym memberships, critical illness and dental insurance through our flexible benefits
22. Eye care vouchers
23. Cycle to work scheme
24. Digital GP services
For your wealth:
25. Competitive pension scheme
26. Discretionary bonus scheme
27. High street discounts
28. Season ticket loans
For others:
29. Volunteering opportunities
For the environment:
30. Electric vehicle salary sacrifice scheme (qualifying period applies)