Management Level
HEQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers.
Role Summary
EQRS are seeking a Senior Pensions Administrator to work within a new team responsible for delivering Bulk Purchase Annuity (BPA) services to its Clients and Customers.
You should have significant experience in the pensions industry and a strong technical pensions background, preferably in the area of Bulk Purchase Annuities.
Core Duties/Responsibilities:
The successful candidate will be responsible for the following:
- Provide administration service to customers as per Service Level Agreement
- Putting the member at the heart of everything we do
- Providing both buy in and buy out administration services
- Interpreting and applying Trustee membership movements to the insured population during buy in administration
- Collating and escalating Trustee and client enquiries (oral and written)
- To complete / check casework and provide feedback
- Resolves customer enquiries (oral and written) based on competent working knowledge of the customer requirements [and case history]
- Collating and escalating Trustee and client enquiries (oral and written)
- Drafting of non-standard correspondence in response to customer enquiries
- Collates and analyses data and produces routine reports, schedules and summaries in order to update customer records, resolves customer queries
- Provision of technical guidance to other team members, particularly in relation buy in and buy out administration
- Identifies and implement process improvements in immediate area of work responsibility in order to improve throughput and customer service
- Provide on-the-job coaching to department colleagues
- Attend client meetings where necessary
- Carry out projects and ad-hoc activities as determined by Team Leader
- Provide pension administration specific input into the creation of any new processes or procedures
- Advising the wider BPA Operations team of any efficiencies that could be gained in the current pension administration processes
- 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:
- Experience of Defined Benefit Pension Schemes
- Excellent attention to detail and capable of following defined processes and procedures
- Superior communication skills: written and oral
- Strong desire to deliver exceptional customer service
- Proven track record of quality, timely delivery
- Excellent ability to develop positive and productive working relationships
- Good IT skills and a willingness and aptitude to learn a variety of systems
- Previous experience of Bulk Purchase Annuity administration is desirable
What We Offer
- Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
- 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 29 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
- Significant experience in the pensions industry
- Strong technical pensions background
- Experience of Defined Benefit Pension Schemes
- Excellent attention to detail and ability to follow defined processes and procedures
- Superior written and oral communication skills
- Strong commitment to exceptional customer service
- Proven record of quality and timely delivery
- Ability to develop positive and productive working relationships
- Good IT skills and willingness to learn various systems
- Previous Bulk Purchase Annuity administration experience
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.
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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.
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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.
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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.
Equiniti Insights
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.
