Pensions Administration Trainee

You will be key to the delivery of the service provided to a portfolio of pension scheme clients that range in size and type. You will contribute to the day-to-day activities in relation to your clients and take ownership of any tasks assigned to you.,

• Provide excellent customer service.
• Accurately process cases assigned to you, which will include the calculation and payment of members benefits.
• Answer incoming calls and resolve queries in an empathetic and caring manner.
• Escalate any potential problems and/or complaints for quick resolution.
• Manage your time effectively to ensure all deadlines are met.
• Produce letters, email and reports to an expected high standard.
• Take ownership and responsibility for any tasks assigned to you.
• Develop your knowledge and understanding of the pensions industry by keeping up to date with relevant pensions regulations and legislation.
• Actively contribute to our continuous service improvement initiative.
• Be positive and professional at all times to build strong relationships with others.
  
  Pensions Administration is the heart of our trustee services and as a people-first business, we are seeking a caring, motivated and highly organised individual to join our Birmingham team. Whilst no direct pensions experience is required for this role, it would be beneficial to have had some work experience within a financial services environment., Experience - Whilst previous specific pensions work experience is not essential, this role would suit those with experience of working in an office environment, ideally within financial services in a technical role (using MS Office, especially excel) producing high quality deliverables to deadlines and/or a client facing role.
• Excellent customer service focus - the ability to deal empathetically with people, build relationships and manage expectations.
• A great communicator - the ability to communicate with others in a clear and succinct way.
• Enthusiasm and motivation - a unwavering desire to deliver excellent customer service whilst taking responsibility to learn new things.
• Excellent time management - the ability to manage multiple tasks and consistently deliver to deadlines.
• A great team worker - the ability to work as part of a team in a busy, fast-paced environment.
• GCSE in English and Maths at Grade 4 or C or an equivalent, or higher, Power in Partnership: We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients.
  
  Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private. Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people. We are committed to equality, diversity and inclusion - bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.


• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice.
What we offer you Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this. On top, we also offer:
• A competitive remuneration package, including a bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company' days - a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• Where required study support including study days, materials and exam entry support.