The Vacancy
Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. The team plays a key role in delivering a market-leading service to clients and members across Defined Benefit (DB), Defined Contribution (DC) and CARE pension arrangements.
An exciting opportunity is available to join this department as a Trainee Pensions Administrator within the Client Services team in our Birmingham, Edinburgh or Glasgow office.
What will the role involve?
This role offers the opportunity to work closely with experienced colleagues to develop knowledge and skills while supporting a range of client and member needs. The successful candidate will gain hands‑on experience across a variety of pension administration tasks and processes, whilst being fully supported in studying towards a relevant professional qualification.
Key Responsibilities Include
- Maintaining and updating member records on the Universal Pensions Management system (UPM) and processing member events, including retirements, deaths, joiners, early leavers, transfers in/out and illustrative quotations.
- Recording accurate notes of all telephone conversations and logging them on the system.
- Completing basic calculations and processing benefit payments.
- Carrying out processes in a timely manner, ensuring high-quality outputs.
- Providing a professional and supportive service when responding to enquiries from members, clients and third parties.
- Maintaining scheme cashbooks and reconciling bank statements.
- Producing reports from administration systems.
- Supporting client-specific activities, such as preparing benefit statements.
- Assisting with additional projects as required.
- Studying towards a relevant professional qualification.
- Continuously developing technical knowledge and skills.
- Escalating complex queries, exceptions and errors to the Team Leader and technical specialists where appropriate.
- Ensuring work is completed in line with Business Unit guidelines, procedures, quality standards and service levels.
Please note that, as part of the recruitment process, candidates will be required to complete a maths and writing exercise.
What’s required to succeed in this role?
- GCSE / Scottish Standard (or equivalent) in Maths and English at Grade B or above.
- Strong numerical and analytical skills.
- Good organisational skills, with the ability to manage workload and work under pressure.
- Experience working within an administrative role.
- Clear and concise communication skills, both written and verbal.
- An understanding of customer service and the ability to communicate professionally by phone.
- A collaborative approach to working within a team.
- Good IT skills, including experience with Microsoft Office applications.
Applications are welcomed from individuals who may not meet all of the criteria but demonstrate the potential to develop the required skills with support. Additional relevant experience or knowledge not listed is also encouraged.
What’s on offer?
In addition to a competitive salary and access to a profit share scheme, the following benefits are available:
- A flexible benefits package tailored to individual lifestyle and needs.
- A collaborative and supportive working environment where ideas are encouraged.
- On-site mental health and wellbeing support.
- Opportunities for personal and professional development, including mentoring and access to the Aspire learning portal.
- Regular social activities, three days of paid volunteering leave annually, and a day’s leave to celebrate a birthday.
- Hybrid working, with an expectation of two in‑office days per week.
- A flexible working window between 7am and 7pm.
Applications are reviewed on a rolling basis, and early submission is encouraged.
We are committed to being open and transparent in our recruitment and reward processes. Please note that this vacancy does not currently meet the minimum salary threshold requirements for Skilled Worker sponsorship within the UK.
To avoid any disappointment, if you require sponsorship we would encourage you to check whether you may be eligible for a discounted salary threshold, or to explore alternative routes to secure your right to work in the UK before submitting your application. If you meet the criteria outlined in the job description we’ll be happy to discuss your individual circumstances further with you.
About Us
Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.
We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.
Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.
We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.
We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.
Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment – meaning flexible working patterns to accommodate individual needs. Find out more about our careers here .
Together, we can make this the best job you’ll ever have.
We Offer
Our culture
We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about our people, clients, community and the environment.
Job satisfaction
Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.
Reward and wellbeing
We offer competitive salaries, a share of company profits and an award‑winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.
Flexible working
We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.
Latest technology
We use the most up-to-date technology and software to match our ground‑breaking business solutions that make life easier for us and our clients.
Career development
There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.
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