Pension Administrator

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.​

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

Job requirements

The Role

You will act as the first point of contact for customer enquiries.

As part of your day-to-day responsibilities, you will be communicating with members through a combination of inbound/outbound phone calls and through digital channels; ensuring all aspects of a member’s query are responded to in a timely manner and resolved at the first point of contact where possible.

This role is a hybrid position where you will work from Aptia office in Edinburgh as well as from your home address.

What you will be doing

• Respond to basic customer enquiries regarding the products and services their pension scheme offers.

• Capture the details from any member interactions, ensuring a positive member outcome by identifying vulnerabilities, logging accurate call notes, and submitting the relevant requests to the correct team without delay.

• Answering customer telephone enquiries and providing excellent customer service.

• Responding to customer enquiries and updating the central member database.

• Documenting and processing call notes and after call work to maintain accurate records.

• Identifying vulnerable customers and log accordingly.

Here's what we're looking for

• Comfortable using computers.

• Experience working with customer support in financial services.

• Enjoy helping customers and have the appetite to learn and develop your pensions knowledge and customer service skills.

• Excellent communication skills.

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.