Pensions Administrator (Bulk Purchase Annuities)

Posted Yesterday
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9 Locations
In-Office
Junior
HR Tech • Payments • Software • Financial Services
The Role
Provide buy-in and buy-out administration for Bulk Purchase Annuity clients, handle member transactions, resolve and escalate enquiries, perform and check pension calculations, produce reports, draft non-standard correspondence, and support projects while maintaining strong stakeholder relationships and high-quality, timely delivery.
Summary Generated by Built In

Management Level

H

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

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%
  • All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
  • 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 28 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.

Skills Required

  • Minimum 1 year pensions industry experience
  • Experience performing and issuing pension calculations, including manual calculations
  • Excellent attention to detail and ability to follow defined processes
  • Strong communication skills (oral and written)
  • Proven track record of quality, timely delivery
  • Computer literate with willingness to learn a variety of systems
  • Strong numeracy and literacy skills
  • Previous experience of Defined Benefit Pensions
  • Knowledge of Bulk Purchase Annuities
  • Ability to build and maintain relationships with internal stakeholders, trustees and clients

Equiniti Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Equiniti and has not been reviewed or approved by Equiniti.

  • Fair & Transparent Compensation Company materials describe a formal pay framework and living‑wage commitments that provide clearer expectations on levels and ranges. Some mid‑to‑senior roles are characterized as competitively paid relative to market.
  • Retirement Support UK roles are advertised with strong pension matching and access to a long‑term incentive plan, while U.S. roles commonly include a 401(k) and retirement planning options. These elements add meaningful long‑term value beyond base pay.
  • Leave & Time Off Breadth UK packages promote generous annual leave alongside volunteer days, and U.S. accounts describe substantial PTO in some positions. Time‑off offerings are a recurring strength that bolsters total rewards.

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The Company
HQ: Mendota Heights, MN
4,092 Employees

What We Do

Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow. Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.

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