Overview

Pensions Data Analyst (X-Ray Calculation) – Location: Any advisory office. Grade: Senior Associate. Employment Type: Permanent, Full Time Hybrid.

Key Responsibilities

• To promote and adhere to the XPS values.
• Clients:
• Perform and verify pension calculations from first principles, including retirement benefits, transfer values, and death benefits.
• Investigate and resolve discrepancies in pension data and calculations.
• Apply knowledge of UK pension legislation and tax regimes to ensure compliance.
• Document findings and communicate clearly with stakeholders.
• Prepare reports and written communications in line with professional standards.
• Processes:
• Reporting to the Team Leader where tight deadlines and/or budgets have been imposed. Supporting other colleagues.
• Manipulate and analyse data using Excel and other tools to support accurate calculations.
• Support the team in meeting deadlines and maintaining high standards of accuracy.
• Prioritising and planning personal workflow, ensuring all work is appropriately checked with sufficient audit trail as each project is potentially subject to both internal and external scrutiny.
• People:
• Participating in internal technical training sessions and demonstrating application of learning.
• Identifying areas where further personal training is required and reporting to Team Leader.
• Developing working relationships with local colleagues in other departments.
• Taking a proactive role in personal development/training, and arrangement of PDRs.
• Financials:
• Completing timesheet accurately on a daily basis and ensuring it is saved prior to the weekly deadline.

Your Profile

• Essential: The ability to work well under time pressure and communicate findings with clarity.
• Essential: Previous experience in completing individual pension calculations (such as a retirement from deferred calculation).
• Essential: Experience of pensions administration.
• Essential: Expertise in MS Excel.

What We Offer

Enjoy a competitive salary, annual discretionary bonus, and 25 days holiday with buy/sell flexibility. Benefits include pension matching, healthcare plans, life assurance, and retailer discounts. We support our team with a flexible benefits scheme, employee assistance, and digital GP service. Participating in volunteering events is encouraged with paid volunteer days available. Referral bonuses are offered for introducing suitable candidates to XPS.

How To Apply

Interested candidates should submit applications below or contact us. Join XPS Group and contribute to a dynamic and inclusive workplace.

Equal Opportunity Statement

XPS Group is committed to diversity and equal opportunities. We welcome applications from all candidates, irrespective of sex, race, disability, sexual orientation, religion, or belief. As a Disability Confident employer, we ensure accessible and supportive work settings for all employees.

Eligibility

Any employment offer made will be conditional upon you satisfying DBS Disclosure checks, employment or educational references, satisfactory credit checks and eligibility to work in the UK before an offer can be made. XPS Group is not able to provide sponsorship to employees.

Who Are We

To find out more please visit: www.xpsgroup.com