finseats

Onboarding Calculations Consultantnew

Legal & General (Legal & General) · Asset Manager

Job Description

Are you experienced in Defined Benefit pensions and confident working with scheme calculations, member records and customer claims? This could be a great opportunity to use your technical knowledge in a role where accuracy, care and customer outcomes really matter.

As an Onboarding Calculations Consultant, you’ll support the maintenance of scheme data, administer and update individual member records, and complete manual calculations for ongoing and new schemes moving into Client Services. You’ll be part of the Onboarding Calculations Team, helping ensure members and intermediaries receive clear, accurate and timely support.

    What you'll be doing:

    • Providing an efficient administration and claims service to scheme members and intermediaries
    • Completing manual calculations for Defined Benefit Pension Schemes
    • Calculating individual Defined Benefit quotations accurately
    • Drafting clear and concise communications for members and third-party intermediaries
    • Checking and authorising Defined Benefit claim payments
    • Setting up and maintaining scheme records, investigating anomalies and taking action
    • Acting as a technical point of contact for queries, sensitive schemes and priority work
    • Following standard operating procedures and keeping a clear audit trail

    Who we're looking for:

    • Understanding of Defined Benefit pension schemes
    • Knowledge of how Defined Benefit benefits are structured and administered
    • Experience completing or supporting manual pension calculations
    • Ability to manage tight timescales and prioritise work effectively
    • Confidence escalating issues, risks or blockers when needed
    • Awareness of GDPR, Money Laundering, Complaints and Consumer Duty requirements
    • Strong customer focus and the ability to build positive working relationships
    • Pension qualification such as CII or PMI, or demonstrable equivalent experience

    Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

    • The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
    • Generous pension contribution
    • Life assurance
    • Healthcare Plan (permanent employees only)
    • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
    • Competitive family leave
    • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
    • There are many discounts we offer – both for our own products and at a range of high street stores and online
    • We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

    Additional Information

    At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

    If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

    We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can. 

    It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. 

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