Pensions Specialist

WTW group; Redhill; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A respected financial services firm is seeking a Pensions Specialist based in Redhill. The role involves advanced calculations and mentoring Pensions Administrators while delivering results on client-specific projects. Candidates should have experience with complex DB and DC schemes, strong communication skills, and a proactive approach to learning. Flexibility in work style is essential, as the firm operates on a hybrid model prioritizing trust and collaboration.

Qualifications

• Experience of working with complex DB and DC required.
• Strong communication skills to interact with clients.
• Ability to manage multiple client priorities effectively.

Responsibilities

• Assist client managers with reporting and compliance requirements.
• Work collaboratively with the team on BAU projects.
• Improve operational efficiency through automation.

Skills

Client facing interpersonal skills

Organisational abilities

Pensions technical expertise

Data analysis and manipulation

Tools

MS Excel

Job description

Description

We are hiring for a Pensions Specialist who would be based in our Redhill office. In this role, you will take on more advanced calculations and complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of the Pensions Administrators.

You will be reporting to the Admin Manager/Team Leader and you will be working as a part of a dedicated client team with diverse skills and experience. The job requires a motivated individual who is experienced in taking responsibility and who can also independently deliver results on ad‑hoc client specific projects.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in‑person and in‑office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one‑size‑fits‑all solution.
The Role

• Help the team to deliver and meet the client’s Reporting and compliance requirements.
• Support and assist Client Managers to achieve and deliver excellence in the service proposition to the client and members.
• Work collaboratively with peers and contribute to the wider day to day management of the client.
• Understand the links between data, calculations and multiple project streams.
• Contribute to the implementation of continuous improvement initiatives to increase end to end automation efficiencies and results with the aim of delivering operational self‑sufficiency.
• Take a proactive interest for own continual learning and understanding of the business and help with defined projects working with colleagues across multiple functions to facilitate a successful outcome.
• Interact with the client and their advisors on complex and technical queries to understand their requirements and to clarify and document these.
• Work with the Team/Team Leader to help improve operational efficiency and reduce costs e.g. automation, full use of standard procedures.
• Help the team to run, contribute to, manage and monitor ad‑hoc BAU projects, large and small, and assist the team to ensure the client reporting and compliance requirements are met and produced within agreed deadlines.
• Build and maintain technical, procedures and client knowledge through experience and ensure client work is undertaken on time whilst adhering to our quality standards.
• Take ownership and accountability of allocated work to ensure service level is achieved and fully engage with colleague training and development to assist the team’s performance.
• Work in a collaborative manner within a team environment to achieve common business goals.
• Adhere to the Company’s Professional Excellence principles.

Qualifications

The Requirements

• Experience of working on a major client with a mix of complex DB and DC is mandatory
• Strong organisational abilities and flexibility to work in a team/virtual team environment working on multiple client priorities.
• Client facing interpersonal and communication skills.
• Process driven with ability to modify approach.
• Take pride in your work with accuracy and adherence to a high level of quality being paramount.
• Excellent time management and ability to meet deadlines and prioritise own workload.
• Pensions technical expertise is required
• Experience of project based technical work in a client environment.
• Ability to analyse and manipulate data, deliver in agreed client format with a strong working knowledge of MS Excel whilst being open to learning new technology and tools.
• Ability to assist with the production of bespoke reports for the client in agreed formats.
• Improve knowledge and own technical skills through participation in online, instructor‑led or self‑taught training.

At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work everyday. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email [e-mail].

Equal Opportunity Employer

(OGB2)