Pensions administrator (level 3)
Providing information on pensions schemes for an organisation's employees or clients.
- Qualification level
-
3
Equivalent to A level. - Typical duration
- 18 months
- Apprenticeship category
- Legal, finance and accounting
- Maximum funding
-
£9,000
Maximum amount government will fund
for apprenticeship training. - Also known as
-
- Finance worker
- Pensions administrator
- Workplace pensions administrator
- Skills
-
Skills an apprentice will learn
- Deliver expected customer service establishing customer needs, in line with the service standards and the regulatory framework.
- Deliver pensions administrative tasks that meet required the quality standards as set out by the organisation.
- Tailor the use of interpersonal skills and communication channels to meet the needs of stakeholders.
- Work in a team and collaborate to support colleagues to achieve results such as meeting or exceeding service standards and organisational goals.
- Plan, manage and prioritise own workload effectively.
- Identify pension problems, identify the appropriate course of action and suggest or support solutions.
- Use digital systems to carry out pensions administrative tasks and generate key metrics such as performance information.
- Use digital systems and applications safely and securely, in accordance with data security policies.
- Calculate member benefits accurately and apply the terms of the relevant pension scheme or plan.
- Maintain robust and accurate schedules, records and systems of pension administrative activities.
Full information on Pensions administrator (level 3) is available from the Institute for Apprenticeships and Technical Education.