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Form of workTeam
Working as a Pension Administrator you will be part of a team of 12 administrators who are responsible for delivering a high level of customer service to ensure our clients experience a smooth journey from opening their pension account, to investing their money, through to exercising their options to take their retirement income at their selected retirement age.
What You'll Do
• Opening New Pension accounts and ensure all our regulatory and internal requirements have been met.
• Analysing and vetting all pension transfer documentation and liaising with 3rd party pension providers to progress transfers.
• Processing single client contributions and setting up direct debit collections.
• Processing and calculating pension retirement benefits.
• Payment of income benefits using the payroll system.
• Processing death benefits
• Communicating effectively with customers across a range communication methods.
• Taking responsibility and accountability for achieving our service level agreements.
• Answering incoming calls and resolving queries.
• Keeping up to date with technical and scheme changes.
• Contribute and feedback in team meetings
• Gain and maintain a good understanding of pensions and platforms within the Financial Services market
• Follow procedures and instructions in order to ensure good client outcomes
• Source answers and think logically to find solutions
• Review data to ensure accuracy
The Knowledge, Experience and Qualifications You Need
• Accurate with excellent attention to detail
• Ability to work as part of a team and autonomously
• Ability to work accurately within defined processes
• Excellent communication skills both written and oral
• Financial Services industry experience with an understanding of personal pensions
• Confident user of Microsoft Outlook, Microsoft Word and Microsoft Excel
• Analytical and problem-solving capability
What you'll be like
• Self-starter, willing to learn
• Excellent time management and ability to prioritise work
• Confidence to ask questions and suggest process improvements
• Embraces change positively
• Able to work efficiently and accurately in a challenging, fact paced environment
• Self motivated approach to professional and personal development
• Ability to manage variation of tasks.
• Active listener and strong customer service skills
About Benchmark
Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every step of their journey – from starting and running a financial advice business more productively and effectively, to accelerating its growth and realising its value.
We support high quality financial advisers with our award-winning technology and support services. And with our own Financial Advice business, we help families find solutions to meet their needs and aspirations and achieve peace of mind. By providing access to higher quality solutions, we make it easier for them to meet and exceed their goals.
Ensuring good client outcomes, with the client's interests central to decision making, is very important at Benchmark. Treating Customers Fairly principles are embedded within our organisation and we take responsibility for embracing and promoting our duty of care to all clients, including those who may be more vulnerable than others.
The base
You'll be based at home or our Broadlands Business Campus near Horsham in West Sussex. Without being in the city, a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there's a great working environment for the team. With an on-site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham's main line train station.
We know that helping you balance personal and professional commitments is a big part of that, so we're open to flexible working. Many of our staff work flexibly in many different ways, including part-time. Please talk to us at interview about the flexibility you need.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an
equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.
