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Pensions Administrator

Employer
Schroders
Location
Horsham, England
Salary
Competitive
Closing date
8 Jul 2024

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Job Details

Pension Administrator

About Benchmark

At Benchmark, we are dedicated to providing exceptional solutions and support to financial advisers. Our award-winning services cover regulatory, platform, and investment needs, empowering advisers to enhance their productivity, accelerate growth, and deliver value to their clients. We also operate our own Financial Advice business, helping families find tailored solutions to meet their financial goals and achieve peace of mind. Our commitment to good client outcomes and the principles of Treating Customers Fairly is central to everything we do.

The Role and Location

As a Pension Administrator, you will join a team of 12 administrators responsible for delivering a high level of customer service. Your role will involve ensuring a seamless journey for our clients, from opening their pension accounts to exercising their retirement income options.

You'll be based at our Schroders 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.

Key Responsibilities
  • Open new pension accounts and ensure compliance with regulatory and internal requirements.
  • Analyze and vet pension transfer documentation, liaising with third-party pension providers for smooth transfers.
  • Process client contributions and set up direct debit collections.
  • Calculate and process pension retirement benefits, including reconciliations.
  • Arrange payment of income benefits using the payroll system.
  • Process death benefits and communicate effectively with customers through various channels.
  • Take ownership of service level agreements and resolve incoming queries.
  • Stay updated with technical and scheme changes in the financial services market.
  • Contribute to team meetings, providing feedback and insights.
  • Develop a strong understanding of pensions and platforms within the industry.
  • Follow procedures and instructions to ensure positive client outcomes.

Requirements
  • Previous administration/processing experience, preferably in the financial services sector.
  • Knowledge and understanding of Personal Pension Administration.
  • Strong problem-solving and customer service skills.
  • Excellent written and oral communication abilities.
  • Proficiency in Microsoft Outlook, Word, and Excel.
  • Analytical mindset and capability for problem-solving.
  • Attention to detail and accuracy in work.
  • Ability to work both independently and collaboratively.
  • Self-motivated and eager to learn.
  • Effective time management and prioritization skills.
  • Willingness to ask questions and suggest process improvements.
  • Positive attitude towards change and adaptability in a fast-paced environment.
  • Commitment to personal and professional development.
  • Ability to handle variation in tasks and actively listen to customers.
  • Advocate for the principles of Treating Customers Fairly and uphold the duty of care to our clients.

We Value Diversity and Inclusion

At Benchmark, we believe that diversity of thought fosters better decision-making and helps us achieve our purpose of delivering excellent investment performance to our clients. We are an equal opportunities employer, welcoming individuals from all backgrounds, regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.

Company

As an investment manager we make decisions every day on behalf of savers and investors around the world. They depend on our broad investment expertise, across private and public markets to manage: £731.6 billion (€871.3 billion/$990.9 billion)* of wealth and investments. We help them achieve their long-term financial goals – and make a positive impact in the world.

Careers

Over the years, we’ve perfected investing in our people

We’ve built a stellar reputation for our work and unique culture. Our secret? We’ve picked the best people for the job, and given them the opportunities and tools to thrive.

So it’s no surprise that 96% of us say that we’re proud to work at Schroders. And why we repeatedly have made it into LinkedIn’s top 25 places to work.

You don’t just get a job here – you can fulfil your career ambitions

Once you’re part of our team, our global learning and mentoring platforms help you hone your expertise and keep developing. We’re big on mobility – so many people find their next job at Schroders, too, moving up and across the business to build a fulfilling career.

Inclusion is more than a buzz word

It’s part of everything we do. We’ve built a culture where people can bring their whole selves to work, and we welcome unique perspectives. We also set trackable goals to improve representation across the board wherever we fall short.

We’ve made inclusion a conscious choice at every step

Our vision is for our people to reflect the diversity of the communities we live and work in. And for everyone to feel they truly belong at Schroders.

Our industry-leading flexible working charter is central to inclusion, opening up opportunities for everyone. We shape our recruitment and retention processes to help spot and reduce the impact of biases, and create a level playing field for underrepresented groups, for example through mentoring schemes. And we constantly review our policies and benefits to make sure they are fair and supportive of our diverse teams.

We take a local-led approach to improving inclusivity

Everyone’s at a different stage of their inclusion journey – with cultural and local practices to consider. So we listen to our employees through pulse surveys and collect diversity data so we can identify areas for improvement, and maximise impact through local initiatives.

Our partnerships - such as with RecruitMilitary in the US, the Technology in Finance Immersion Programme in Singapore, and the Investment 20/20 in the UK, to name a few - broaden our outreach and help us create a lasting impact.

Driving inclusion at Schroders**

As a Disability Confident employer and a member of the global Valuable 500 initiative, we’ve partnered with a disability-specialist organisation to conduct an audit and provide recommendations on how to make our recruitment processes more accessible to potential candidates with a disability.

We’re excited to continue our partnership with the Snowdon Trust following the success of our first paid work placements for individuals with a disability in February 2021.

Our passionate people lead the way

Our employee-led inclusion networks support our grassroots approach to building an inclusive culture. These create space for networking, celebrating our differences, and raising awareness of challenges that under-represented groups face.

Our WorkAbility employee-led inclusion network aims to educate employees, champion accessibility, and provide a supporting network for those affected by disability or long-term health conditions.

Case Study

Claudia Buffini, Corporate Responsibility Advisor, who was born profoundly deaf. Claudia’s role involves working with many different charities, championing causes she’s really passionate about and embedding a culture of inclusion.

So who better to tell us about why inclusion matters and how she feels included in the workplace. Watch the one minute video:

Transparency around our progress holds us to account

Inclusion is everyone’s business. There’s still a long way to go, so we use what we know to help the firms we invest in to accelerate change together across the industry and beyond. It’s important for us to be open about the high standards we set for ourselves, and to hold the companies we invest in to account.

And we offer a world of wellbeing at work

Looking after our people is always first on our list. We hold regular events supporting mental and physical wellness. And our global employee assistance programme is on hand offering free, independent, and confidential support.

And we offer flexible working and locally-relevant benefits

At Schroders, everyone works flexibly and has access to our global learning platforms and opportunities and our best-practice framework for mental health and wellbeing at work. We are also constantly reviewing and evolving our policies to suit an ever-changing set of needs and family set–ups.

We’re recognised for our inclusive workplace

We’re proud to be recognised as Large Employer of the Year at the prestigious FTAdviser Diversity in Finance Awards, and are continually included in the Bloomberg Gender Equality Index and among the Top 75 employers of the Social Mobility Index.

Hear from our people about how we are continuing to create a more inclusive workplace at Schroders.

Find out more about working at Schroders.

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