pension consultant

MassMutual

The TeamThis position will be part of our diverse, collaborative Pension Risk Transfer (PRT) Organization. The department is experiencing rapid growth, making this an exciting place to grow a career. The Impact As a key member of the Pension Risk Transfer Operations team, this role is responsible for executing a wide range of analytical and transactional functions with medium to high complexity across multiple product lines and recordkeeping systems. The position involves calculating and processing financial and non-financial transactions-including various types of benefits and distributions-with a strong emphasis on accuracy, timeliness, and quality control. Core responsibilities include:<ul><li>Performing complex manual and automated calculations, transactions, and exception/escalation handling</li><li>Ensuring all transactions are processed in good order, identifying and resolving not-in-good-order (NIGO) issues, and maintaining clear communication with internal stakeholders.</li><li>Conducting detailed analysis of client and annuitant data, plan provisions, and forms to ensure compliance and proper processing.</li><li>Responding to internal service requests and completing complex research inquiries.</li><li>Identifying NIGO trends and recommending improvements to workflows, customer service experience and documentation.</li><li>Maintaining a high accuracy rate to mitigate financial risk to clients and the enterprise.</li><li>Acting as a subject matter expert, providing guidance, and coaching to team members.</li><li>Driving continuous improvement initiatives using Lean methodologies and supporting divisional projects as needed.</li><li>This role requires a high level of judgment, discretion, and a proactive mindset to enhance operational efficiency and client satisfaction.</li></ul>The Minimum Qualifications<ul><li>High School Diploma/GED/HiSET </li><li>3+ years' experience in interpreting Defined Benefit and/or Pension Risk Transfer plan provisions and contract documents accurately and effectively. </li><li>3+ years' experience performing comprehensive Defined Benefit and/or Pension Risk Transfer pension benefit calculations for retirement estimates, retirement commencements, death claims, and other complex PRT transactions.</li></ul>The Preferred Qualifications<ul><li>Ability to apply PRT and industry related product knowledge and critical thinking skills to handle problems. </li><li>5+ years experience in interpreting PRT plan provisions and contract documents accurately and effectively</li><li>Handle multiple tasks, complete client requests timely and with high quality; follow through on outstanding items and communicate outcomes</li><li>Clearly communicate complex benefit calculations in simplified terms to either internal or external parties</li><li>Understand regulatory matters impacting calculations and processes</li><li>Support plan amendment process, compliance and regulatory changes and transition of new plans from New Business to in force operations</li><li>Processing support to other PRT operations processes as needed</li><li>Under general direction, responsible for performing complex research and analysis to support business operations - presenting findings to manager or project leader</li><li>Determine best practices and suggest improvements</li><li>Identify problems and collaborate with other departments on solutions</li><li>Perform special projects upon request</li><li>Oversee the work of less experienced peers</li></ul>What to Expect as Part of MassMutual and the PRT Team<ul><li>Regular meetings with the Pension Risk Transfer team</li><li>Focused one-on-one meetings with your manager</li><li>Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups</li><li>Access to learning content on Degreed and other informational platform</li></ul>MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Pension Benefit Calculation Consultant

Elbrus Partners Limited

Employee Benefits Administrator / Pensions Administrator - Consultancy (Not HR)Rural Sittingbourne - Own transport requiredHybrid after probation (Tuesday-Thursday in-office)Salary: Up to £35,000 discretionary bonusStudy Support: Paid (CII or similar desirable, not essential)Benefits:<ul><li>20 days holiday +1 day per year of service (max 25)</li><li>Company pension</li><li>Life assurance</li><li>Private medical insurance</li></ul>About the RoleJoin a leading employee benefits consultancy as a Pensions Administrator, supporting a portfolio of clients with workplace pension schemes and wider benefits. This is a client-focused, consultancy role - not an internal HR position.You'll manage a variety of schemes including GPPs, Auto Enrolment, Salary Sacrifice, Life Assurance, and Private Medical Insurance. From setting up new joiners to processing leavers, handling contribution changes, and producing pension projections, you'll be hands-on in ensuring smooth and compliant administration.Key Responsibilities<ul><li>Day-to-day administration of workplace pensions & benefits (GPPs, Auto Enrolment, Salary Sacrifice, Life Assurance, PMI, etc.)</li><li>Process new joiners and leavers, updating provider records and internal systems</li><li>Handle queries from clients, providers, and advisers via email and phone</li><li>Manage letters of authority, pension summaries, and projections</li><li>Support re-enrolment, opt-outs, and regulatory communications</li><li>Assisting with admin of Life Assurance, PMI, Income Protection & Dental</li></ul>What We're Looking For<ul><li>Experience in a Pensions Administrator, or similar role</li><li>Knowledge of workplace pension schemes and it would be beneficial to have an understanding of core group risk benefits (Life Assurance, Income Protection, PMI)</li><li>Strong attention to detail, organisational skills, and client-focused communication</li></ul>Why Join this company?<ul><li>Be part of a close-knit, supportive team where your work has a visible impact</li><li>Enjoy variety and autonomy while knowing support is always there</li><li>Progress your skills with funded qualifications and real career development</li></ul>

Pensions Administrator

Isio

Pension Scheme Events AnalystWe're looking for a Pension Scheme Events Analyst to support our pension scheme administration service.You'll be responsible for managing, processing and checking key annual and periodic pension scheme events across our growing portfolio of clients.The work is extremely varied, and you'll be supported by an experienced and knowledgeable team. Ideally, you'll have experience working in a similar role or you'll have a strong technical background in pensions admin and are looking for a scheme level role and a new challenge.This role can be based in our Belfast, Edinburgh or Glasgow city centre office with a hybrid workstyle.What does the role entail?<ul><li>Prioritising and managing competing scheme events to ensure delivery with client Service Level Agreements.</li><li>Processing and checking scheme events to comply with internal quality standards and scheme and legislative rules.</li><li>Maintain a culture which reflects Isio's values and puts the member at the heart of all activities.</li><li>Attending internal and external meetings to provide support and guidance on scheme events.</li></ul>What we're looking for<ul><li>Excellent organisational skills and the ability to manage multiple events and meet tight deadlines.</li><li>Strong technical DB pensions and legislative knowledge and understanding.</li><li>Experience of working in a third-party administration environment.</li></ul>What you can expect in return<ul><li>A competitive salary and market leading bonus scheme with stretch targets for high performance</li><li>Study support to help you achieve professional qualifications, with salary increases for exam passes</li><li>Development and training opportunities to support your career ambitions throughout your time with us</li><li>A friendly, and supportive team who will help you to deliver your best work</li></ul>You can find out more about us and the benefits we offer on our careers website.What's next?Click on the 'apply' and follow the simple application process on-line.At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.We have offices across the UK and many of our roles offer a hybrid, flexible approach to work 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. If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

Pension Scheme Events Analyst

Pavilion Recruitment Solutions

Pensions Trustee Governance Manager - Hybrid (Leeds)Are you experienced in trustee governance and skilled at managing relationships? Our client, a leading UK pensions provider, is seeking an organised and proactive Trustee Governance Manager to provide high-level support to their Trustee Boards and committees, in line with their inclusive values.Role Purpose:Provide expert relationship management, guidance, and secretariat support to Trustee Boards of multiple pension schemes, helping to shape and maintain effective governance.Key Responsibilities:<ul><li>Deliver comprehensive secretariat support for Trustee Boards, sub-committees, and working parties.</li><li>Manage relationships with Board and sub-committee chairs.</li><li>Lead trustee appointment and annual appraisal processes.</li><li>Develop and recommend the annual business plan.</li><li>Maintain accurate records of board and committee decisions.</li><li>Proactively resolve day-to-day governance issues.</li><li>Keep governance documents updated and propose improvements.</li><li>Prepare research and papers for meetings.</li><li>Maintain company secretarial records.</li></ul>Skills & Experience:<ul><li>Experience supporting occupational pension schemes and professional trustees.</li><li>Strong written English; confident in minute-taking and following up actions.</li><li>Senior stakeholder management experience.</li><li>Excellent organisational skills, able to handle changing priorities.</li><li>Proficient with Outlook, Word, Excel, and PowerPoint.</li><li>Conflict management skills; experience working with directors and senior managers.</li><li>Awareness of budgets and financial processes.</li></ul>

Pensions Trustee Governance Manager

NJR Recruitment

Paraplanner Leicestershire Salary up to 35,000 2 days hybrid working is available Free Parking available on site Exam funding Death in service & 25 Days Holiday NJR are currently representing a well-established Financial Planning practice who, due to their continued growth are now seeking an experienced Paraplanner to join their team. Our client operates an open and family culture and work from modern state of the art offices. The successful candidate you will be responsible for writing bespoke suitability reports and providing technical research services to the Managing Director. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the organisation as well as assisting with the achievement of Business targets. Responsibilities " Providing full Paraplanning/Administrative support, to a busy team of Financial Planners, including the preparation of suitability reports and supporting documentation, submitting new business and other transaction requests to providers. " Regular engagement with clients via telephone, email, and letter " You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents " Collect quantitative detailed information required to compile a Financial Plan. " Ensure that all compliance paperwork is present " Confirm client risk profile is determined " Identify and obtain the information necessary to compile financial cash flow forecast " Establish and build strong relationships with clients and attend client meetings with Planner if required. " Update cash flow models in preparation for review meetings The successful candidate will need to have proven experience working as a Paraplanner - preferably within an IFA environment with knowledge of Investment and Pension products. Ideally working towards Level 4 Diploma. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first-class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. For further information please contact one of our specialist consultants quoting REF: NJR15624

Paraplanner

Sanderson

Are you looking to work as a trusted adviser to clients in the defined benefit pensions sector? This is an exciting opportunity for a Senior Manager in a new consulting practice, where you would get to deliver a range of pensions administration related projects to clients, including GMPe, Pensions Dashboards, regulatory change, client onboarding, buy ins/buyouts and more. What you'll do: <ul> <li>Lead the initiation and implementation of key administration projects e.g. pensions dashboards, GMP equalisation, factor reviews, legislative change.</li><li>Support in new administration client implementations </li><li>Work with administration system provider, admin systems team, clients and the wider business to improve system automation </li><li>Act as an interface to clients on administration project matters, including preparing papers for Trustee and client service review meetings.</li><li>Participate in external industry forums</li><li>Monitor upcoming legislative and regulatory changes impacting pensions administration </li><li>Oversee the implementation of annual scheme events </li><li>Identify opportunities to contribute to the business's financial success, including areas for revenue generation </li><li>Develop and manage budgets related to administration projects</li></ul> This role would suit someone who has: <ul> <li>Experience in a top-tier pensions consultancy/third-party administrator or from a large defined benefit pension scheme.</li><li>Excellent verbal and written communication skills</li><li>Strong numeric, analytical and problem-solving skills</li><li>Positive attitude & energy.</li><li>Knowledge of the pensions risk transfer market, including working with schemes as they move through the buy-in to buy-out process.</li><li>Experience in working in an FCA regulated industry with working knowledge of Consumer Duties requirements.</li><li>Pensions qualification such as FIA or PMI.</li></ul> the role comes with a competitive salary between £80-90k plus the following benefits <ul> <li>Annual performance bonus</li><li>25 days holiday (increasing to 30 with service) plus bank holidays.</li><li>A pension with 15-17% employer contributions (depending on age).</li><li>8 x salary Life Insurance.</li><li>Generous family friendly policies, including up to 26 weeks full pay (maternity, adoption and paternity leave)</li><li>Free health assessments.</li><li>Health cash plan.</li></ul> RSG Plc is acting as an Employment Agency in relation to this vacancy.

Senior Manager - Pensions Administration Consulting

mbf.

Are you an ambitious Employee Benefits professional looking to take the next step in your career? This is an exciting opportunity to join one of the UK's leading financial and employee benefits consultancies, working with a high-calibre portfolio of corporate clients, particularly within the independent schools sector. The firm has a strong reputation for excellence, collaboration, and career development, offering structured progression towards becoming a fully regulated consultant.The RoleAs an Employee Benefits Consultant (Associate), you'll support the delivery of high-quality advice and consultancy services across a range of workplace pension and employee benefit schemes, including group risk and private medical insurance.You'll work alongside experienced consultants, supporting client meetings, employee presentations and governance work, while developing your technical expertise and advisory skills. Key responsibilities include:<ul><li>Advising employees on pension and benefit options, including workplace and teacher schemes</li><li>Supporting consultants in client delivery, onboarding and business development</li><li>Preparing documentation, proposals, and tender support</li><li>Maintaining compliance and keeping up to date with technical and regulatory changes</li><li>Building strong client relationships and contributing to team projects and innovation</li><li>Delivering clear communications and presentations to clients and employees</li></ul>About You:<ul><li>We're looking for someone who is:</li><li>Experienced in pensions and/or employee benefits administration or consultancy</li><li>Confident communicating and presenting to groups and individuals</li><li>Organised, proactive, and detail-oriented</li><li>Working towards QCF Level 4 Diploma in Financial Planning (or keen to begin)</li><li>Experienced within a professional or financial services environment</li><li>A strong team player with excellent Microsoft Office (Excel, Word, PowerPoint) skills</li></ul>What's on Offer:<ul><li>£40,000 - £45,000 (with flexibility depending on experience)</li><li>Twice-yearly salary reviews and performance-based bonuses</li><li>Hybrid working: 2-3 days in the London office, flexible schedule</li><li>25 days annual leave + 3 additional days at Christmas + buy/sell holiday options</li><li>Health Cash Plan, Digicare+, EAP, life and critical illness cover</li><li>Professional study support and paid subscriptions</li><li>Inclusive, collaborative culture that values development, wellbeing and work-life balance</li></ul>This role offers the perfect platform for an ambitious Employee Benefits professional to develop their career in a highly respected, forward-thinking environment.

Employee Benefits Consultant (Associate)

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