Management Level
HEQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers.
Role Summary
EQ is seeking a Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers. You should have a minimum of 1 years’ experience in the pensions industry, ideally in the area of Bulk Purchase Annuities and/or Defined Benefit Pension Scheme Administration.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
Provide, both buy in and buy out, administration services to customers, working to agreed targets
Putting the member experience at the heart of everything member transaction we lead upon
Interpreting and applying Trustee membership movements to the insured population during buy in administration
To complete / check casework and provide feedback
Resolving customer enquiries (oral and written)
Collating and escalating Trustee and client enquiries (oral and written)
Drafting of non-standard correspondence in response to customer and client enquiries
Collating and analysing data and produces routine reports
Performing and issuing pension calculations including manual calculations
Checking and reviewing Trustee’s pension calculation during buy in administration
Carrying out projects and ad-hoc activities, as determined by your Team Leader
The successful candidate will demonstrate the following experience skills and behaviours
Build and maintain relationships with internal stakeholders, Trustee administrators and client stakeholders
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviours:
Excellent attention to detail and capable of following defined processes and procedures
Strong communication skills
Strong desire to deliver exceptional customer service
The ability to develop positive and productive working relationships
Computer literate with a willingness to learn a variety of systems • Strong numeracy and literacy skills
Previous experience of Defined Benefits Pensions is preferred
Knowledge of Bulk Purchase Annuities is desirable
Proven track record of quality, timely delivery
What We Offer
Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
Time Off – Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
Learning & Development – Investment in LinkedIn Learning for all colleagues.
Equal Opportunity Statement
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.
Please note any offer of employment is subject to satisfactory pre-employment screening checks.
Pensions Administrator (Bulk Purchase Annuities) • Hybrid - Crawley
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