Pensions Caseworker / Pensions Administration Assistant

Preston, Lancashire, England
Up to £17772 per annum
23 May 2018
20 Jun 2018
Bluetown Online
Contract Type
Full Time

Job Title: Pensions Caseworker

Salary: £17,772 per annum

Based: Preston

Position: Full Time, Permanent

Job Role

To assist in the provision of a pensions administration service in respect of the pension schemes administered by the Company.

Key Requirements:

  • To process and check a range of entry level pensions case work, including but not restricted to refunds and leavers, ensuring service level targets and deadlines are met in respect of these areas
  • To undertake a range of pensioner payroll changes, ensuring that changes are timely and accurate, and that pensioner payroll deadlines are met
  • To respond to member correspondence relating to the work undertaken within the level 1 Casework Team, again ensuring that service level targets and deadlines are met in these areas
  • To support service provision as appropriate undertaking other duties commensurate with the post
  • Liaise with customers, and third parties obtaining information in respect of the work undertaken on the Level 1 Casework Team
  • Treat information security with the upmost respect, dealing appropriately with sensitive and confidential information within Service protocol/guidelines

Person Specification

  • Recent experience in a busy financial and/or transactional office environment
  • Proven ability to work effectively on own initiative as well as being an effective team player, promoting positive behaviour and attitudes, working flexibly, whilst at all times developing and maintaining good working relationship within the team and the service as a whole
  • Proven ability to undertake detailed mathematical calculations accurately
  • Demonstrable ability to work accurately and to deadlines
  • Ability to use systems and processes relevant to pension payroll and pension administration
  • The ability to communicate effectively at all levels possessing excellent communication skills
  • Commitment to providing a good customer service at all times
  • Maintain an understanding and actively support the Company's equality programme, both internally and externally, along with all other corporate policy initiatives, including maintaining an understanding of the breadth of the diversity agenda and embedding good practice


  • 5 GCSEs or equivalent including Maths and English at Grade C or above

Please click on the APPLY button to send your CV and Cover Letter for this role.

Please note that as part of the recruitment process, candidates may be invited to complete both ability and psychometric assessments and will receive feedback.

Candidates with the relevant experience, qualifications, and job titles of; Pensions Caseworker, Pensions Administrator, Pension Data Administrator, Pension Data Processor, Client Services Executive, Customer Service Executive, Pension Administration Caseworker, Business Support Admin, Business Support, Financial Services Administrator, Financial Services Support, Financial Services Caseworker, may also be considered for this position.

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