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.