Junior Pension Analyst

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.​

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

Job requirements

About Aptia

Aptia is a force in the employee benefits and pensions administration services, on a mission to change the world of administration for the better.

In an underserved market, with enormous potential for growth, Aptia runs a multi-million business and serves 1,100 clients in the US and UK markets, supported by shared services in India and Portugal. Aptia helps more than seven million people live healthier and happier lives.

And we are expanding! Aptia Group is not only fuelled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we are investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. These aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

If you want to join a sector that never stands still, in a company culture that is agile and that will invest in your career development, we could have your perfect next role.

The Role:

Do you enjoy working with numbers and people?

As a Pensions Analyst Trainee, you will be part of a vibrant team supporting the Consulting Office in the UK. Our team is responsible for maintaining, improving, and enhancing the high quality of Aptia systems and databases, to provide the most accurate information to the client, so they can make better decisions regarding their benefits. You will work closely and daily with the UK-based consultants in several UK offices.

This role is a hybrid position where you will work from our office in Lisbon, as well as from your home address. When applying, please send your cv in English.

What you will be doing:

• A variety of administration activities connected to running a pension scheme, including leavers, data changes, setting up benefits into payment, general policyholder enquiries and annual scheme updates

• Learn how to perform pensions calculations, with close support of your team

• Work within specified timescales and produce quality work within this

• Work as part of a team, collaborating to continuously improve processes and service to clients

What we are looking for

• Bachelor/ master's degree in math, engineering, actuarial science, statistics, economics, management, finance, or related field

• Excellent written and spoken English communication skills

• UK pension knowledge (preferential but not mandatory)

• Actuarial Science knowledge (preferential)

• Good IT skills, comfortable working with systems and programmes such as MS Office (specially excel)

• VBA skills (preferential)

• Organised with strong attention to detail and problem-solving capabilities

• Able to work and collaborate as part of a team

• Able to understand and follow set processes

• Flexibility in adapting to different environments and types of work.

What can you expect?

• A group committed to Diversity, Equity, and Inclusion, which embraces and respects differences, because it recognizes that only a diverse and inclusive environment creates the conditions to be prepared for a constantly changing world.

• Entry-level candidates will receive full Aptia training and this role will provide you an exciting opportunity to learn about the processes at Aptia, whilst allowing you to grow and develop your knowledge within a pensions setting and growing team.

• Benefit from the support of exceptional Learning and Development tools as well as training and peer mentoring.

• A flexible work environment as our company strongly values work-life balance

• Competitive salary

• Meal Card

• Complimentary coffee and fresh fruit in the office

•  A dynamic and youthful workplace and team, with fresh perspectives, innovative thinking and passion for success.

• Joining our team means being part of a vibrant community where collaboration thrives and there are several opportunities to grow.

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.