Trainee Pensions Administrator - Isio : Job Details

Trainee Pensions Administrator

We provide a friction-free pensions administration journey for our clients and their members. We have a simple philosophy that underpins our success. We believe that by creating the right blend of human touch and state-of-the-art technology, we’ll deliver the best possible experience for every member on their road to retirement and beyond.

What’s the role?

Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and highly organised individual to join our Belfast or Edinburgh team. Whilst no direct pensions experience is required for this role, it would be beneficial to have had some work experience within a financial services environment.

Full training will be provided to enable your career progression and we expect you will develop your knowledge and expertise through a mix of structured training and on-job experience. You will be fully supported from your first day at Isio through our 'buddy’ system.

You will be key to the delivery of the service provided to a portfolio of pension scheme clients that range in size and type. You will contribute to the day-to-day activities in relation to your clients and take ownership of any tasks assigned to you.

What does the role entail?

• Provide excellent customer service.
• Accurately process cases assigned to you, which will include the calculation and payment of members benefits.
• Answer incoming calls and resolve queries in an empathetic and caring manner.
• Escalate any potential problems and/or complaints for quick resolution.
• Manage your time effectively to ensure all deadlines are met.
• Produce letters, email and reports to an expected high standard.
• Take ownership and responsibility for any tasks assigned to you.
• Develop your knowledge and understanding of the pensions industry by keeping up to date with relevant pensions regulations and legislation.
• Actively contribute to our continuous service improvement initiative.
• Be positive and professional at all times to build strong relationships with others.

What we’re looking for

• Experience - Whilst previous specific pensions work experience is not essential, this role would suit those with experience of working in an office environment, ideally within financial services in a technical role (using MS Office, especially excel) producing high quality deliverables to deadlines and/or a client facing role.
• Excellent customer service focus - the ability to deal empathetically with people, build relationships and manage expectations.
• A great communicator - the ability to communicate with others in a clear and succinct way.
• Enthusiasm and motivation - a unwavering desire to deliver excellent customer service whilst taking responsibility to learn new things.
• Excellent time management - the ability to manage multiple tasks and consistently deliver to deadlines.
• A great team worker - the ability to work as part of a team in a busy, fast-paced environment.
• GCSE in English and Maths at Grade 4 or C or an equivalent, or higher

What you can expect in return

• A competitive salary and market leading bonus scheme with stretch targets for high performance
• Study support to help you achieve professional qualifications, with salary increases for exam passes
• Development and training opportunities to support your career ambitions throughout your time with us
• A friendly, and supportive team who will help you to deliver your best work

You can find out more about us and the benefits we offer on our careers website

What’s next?

Click on the 'apply’ and follow the simple application process on-line.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask