Senior Pensions Associate

Job Description

WHO WE ARE

For over a decade, Trafalgar House have been dedicated to providing expert third-party pensions administration services. Our commitment to investing in the right people, processes, and systems has enabled us to achieve our vision of setting the highest standards of service and member care.

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OUR PURPOSE

To provide reliable and high-quality support to improve the retirement outcomes and financial decision-making of pension scheme members.

OUR VISION

To set the highest standard of pensions administration services by any recognised measure.

OUR MISSION

Is to provide a service that has our clients and members at its core, delivered by great people using the best technology.

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MAIN PURPOSE OF THE ROLE

To contribute to the goals of the department in the doing, allocating and checking of other administrators’ work and delivering pensions administration in an accurate and timely manner.

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KEY RESPONSIBILITIES

• Provide a service that is considered to be “First Class” by clients and in accordance with agreed measures and timescales.
• Allocate and check Pensions Associates work for accuracy and ensure deadlines are met.
• Process all aspects of membership administration. Provide members with benefit quotations as requested, accurately and to agreed deadlines.
• Knowledge of policies and process of ISO 27001 and where they can be accessed and followed
• Ensure accuracy of written and verbal communication.
• Demonstrate a good understanding of DB and DC administration, including practical experience of benefit calculations, contracting-out and the Pension Freedoms.
• Production of stewardship reports within the required timescales.
• Ensure processes and documentation are kept up to date. Challenge procedures to identify process improvements and efficiencies.
• Undertake periodical and ad hoc administrative tasks as required.
• Participation in new business exercises, representing the Company to external prospects and clients as required

PROFESSIONAL QUALITIES

• Computer literate. Experienced in the use of MS Office.
• Extensive DB/DC experience.
• Ability to complete manual calculations accurately.
• Good team player
• Ability to review the work of others to ensure accuracy
• Knowledge and understanding of current pension legislation and an appreciation of upcoming changes

DESIRABLE

• PMI Qualified (or studying)
• Experience of managing and delivering projects for clients to specification, time and budget.
• Prior use of the IntelliPen administration system.
• Experience of leading on DB and/or DC scheme(s)
   

PERSONAL QUALITIES

• Well organised and has a flexible attitude to comfortably accommodate change
• Excellent verbal and written communication skills

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MORE ABOUT US

People are at the core of what we do at Trafalgar House! We want the best and the brightest in the industry to feel valued, supported, and encouraged to achieve their goals with us. As an Investors in Customers Gold and Investors in Wellness Silver accredited business, we at Trafalgar House set very high professional standards.

Staff at Trafalgar House have access to dozens of employee benefits. Whether it's access to financial planning, support from private medical insurance, or flexibility around holiday allowance, we have you covered! As standard, employees have 25 days of annual leave (plus bank holidays) and we reward our staff commitment with long-service awards (starting at just 2 years!). We also have a great social culture and host company-wide parties twice a year!

We have offices in London and Farnborough and operate a flexible working policy that recognises the nuances of life in 2024. 

We are always looking at ways we can build on what we do and, in 2023, we were proud to join the Stonewall Diversity Champions Programme and achieve Carbon Neutral status with @ThePlanetMark.

If you would like to hear more about this role or the work that we do, please get in touch. A member of our team would be happy to tell you why we love working for Trafalgar House!