Pensions Customer Service Apprenticeship

NFP BENEFITS CONSULTANTS LIMITED

Bromsgrove (B60 3EX)

Closes in 13 days (Friday 15 August 2025)

Posted on 28 July 2025

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Summary

To deliver the highest standards of Customer Service for pension administration to NFP clients following and updating administrative procedures and processes.

Wage

£14,560 a year

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Training course
Financial services administrator (level 3)
Hours
Monday - Friday, shifts TBC.

35 hours a week

Start date

Monday 18 August 2025

Duration

1 year 6 months

Positions available

2

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

  • To efficiently process all duties expected of a Pension Administrator  
  • Understand pension auto enrolment legislation and requirements to support client written and telephone enquiries accurately, and process pension data accordingly 
  • Able to review and understand client data provided in excel 
  • Producing and cross checking pension contribution schedules within agreed timeframes 
  • Maintaining records using NFP software 
  • Ensure that client files are kept accurate and up to date 
  • Ensure that all client history (at both employer and employee level) is fully documented 
  • Working with the Pensions Regulator – online / telephone and email 
  • Completing, issuing and recording statutory documentation in line with pension legislation 
  • Working with a variety of pension providers / insurance companies - online / telephone and email 
  • Answering employer/employee queries via telephone or email 
  • Work with colleagues on routine outstanding work ensuring clients are aware and understand requirements / consequences  
  • Support the day-to-day workloads of the team including inbox enquires  
  • Manage own allocated workload taking on additional tasks during quiet periods.  
  • Report client dissatisfaction to Team Lead and Head of Customer Service accordingly 
  • To develop understand and work with clients under all systems and services within the Pension Team 
  • To book client/employee calls with Consultants / Wealth Management Team as required 

Where you'll work

1, Sugarbrook Court, Aston Road
Bromsgrove
B60 3EX

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

METAGEDU APPRENTICESHIPS LTD

Training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
  • Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
  • Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
  • Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Training schedule

The successful candidate will complete a Financial Services Admin Level 3 Apprenticeship standard.

Requirements

Essential qualifications

GCSE or equivalent in:

  • Maths (grade 4-9)
  • English (grade 4-9)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • Organisation skills
  • Customer care skills

About this employer

NFP, an Aon Company, is a people and insurance risk management business that creates local and international sustainable solutions for organisations and employees.

After this apprenticeship

Excellent progression available within the company. The successful applicant will undertake more responsibilities as the Apprenticeship develops with a strong view to securing permanent employment on completion.

Ask a question

The contact for this apprenticeship is:

METAGEDU APPRENTICESHIPS LTD

The reference code for this apprenticeship is VAC1000332581.

Apply now

Closes in 13 days (Friday 15 August 2025)

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