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Are you looking for an opportunity to start your career in financial services in pensions administration, working as part of a great team on a varied portfolio of clients and providing pension scheme members with a market-leading service?

At Hymans Robertson you’ll also be a valued member of our Firm and receive excellent development opportunities and work in a supportive and collaborative culture with great colleagues whilst progressing in your career in pensions.

This role is in Third Party Administration in Glasgow.

As a Trainee Pensions Administrator, you will work closely with more experienced colleagues to grow your knowledge and skills and apply these to meet our client/member needs and fulfilling a variety of member requests, tasks and processes and learning as you go. We will also support you with study for a professional qualification to complement your development.

Key responsibilities include:

• Accurately maintaining and updating member records on UPM - our pensions administration system.
• Processing member events including Retirements, Deaths, Early Leavers, Transfers In, Transfers Out and Illustrative Quotations, with support and supervision from more experienced team members.
• Carrying out basic calculations and payments of benefits.
• Responding to individual enquiries from members, clients and other third parties, in accordance with target standards of performance.
• Assisting with the production of reports from the database, as required.
• Assisting with client specific project work such as preparation of benefit statements.

And you will be happy to:

• Assist the pensions administrator in maintaining the scheme cash books.
• Assist with the reconciliation of bank statements immediately after receipt.
• Ensure office procedures are followed, including keeping full notes of all telephone conversations and to be aware of compliance requirements.
• Carry out other tasks and ad-hoc projects as required by our clients.
• Look for opportunities to work with others and develop your skills.
• Adhere to the firm’s Information Security standards, professionalism requirements, policies, procedures and compliance requirements.

Qualifications, Skills and Experience:

• Minimum GCSE / Scottish standard (or equivalent) Maths and English at Grade B, or equivalent.
• Meet the required standard on communication, numerical and analytical skills and a desire to use these skills.
• Ability to juggle multiple tasks and plan and organise your workload effectively within a team.
• Experience of using Microsoft Word, Excel, Outlook and an ability to learn new systems.
• Some experience in client care or customer services, including the ability to communicate directly with customers effectively and confidently over the telephone.
• You may already have some experience of basic day-to-day pension administration of either Defined Benefit or Defined Contribution pensions schemes, or both.