Purpose
To support the delivery of a clear, accurate and stress‑free pension and employer solutions experience for members, contributing to Fairway Pension Trustees Limited’s ambition to be the digital provider and trustee of choice.
The role is focused on building strong technical and administrative capability while taking ownership of tasks, contributing to team performance, and supporting a high standard of service and experience for clients and members.
Role Overview
This is an entry-level position within the Pensions Administration team. The Trainee Pensions Administrator will assist in the day-to-day administration of pension and employer solution structures while developing professional, technical, and interpersonal skills.
The role requires a proactive approach, attention to detail, and a commitment to continuous improvement, aligned with Fairway’s culture and standards.
This job description is intended to outline the principal responsibilities of the role. Duties may be varied from time to time in line with business needs, without changing the overall level of responsibility.
Key Responsibilities
1. Administration Responsibilities
- Assist with the day-to-day administration across all pension and employer solution products within FPTL
- Support the set-up of new personal and corporate pension schemes and ongoing servicing
- Assist with processing contributions, transfers, benefit payments and fees accurately and efficiently
- Support the coordination of documentation for trustee review and signing
- Maintain accurate and up-to-date client and member records (electronic and paper)
- Assist with monitoring bank accounts and payment processes
- Support regulatory and tax reporting (including HMRC and Jersey Income Tax where required)
2. Standards:
- Deliver work that is accurate, compliant and on time (service minimum)
- Ensure all output is client-ready before completion
- Maintain organisation and accuracy to ensure no surprises
- Look for opportunities to improve efficiency and ways of working
3. Client and Member Experience
- Support the administration team in delivering a clear, calm and confident experience for members and clients
- Communicate in a professional and accessible manner, using plain language and minimising jargon
- Assist in responding to queries from IFAs, members, and third parties
- Build positive working relationships with intermediaries and service providers
- Anticipate queries where possible and support proactive communication
4. Risk, Compliance and Governance
- Develop an understanding of relevant legislation including Jersey pension law, AML/CFT and fiduciary obligations
- Ensure all work is carried out in line with internal policies, procedures and regulatory expectations
- Escalate risks, issues, or concerns promptly in line with internal procedures
- Support the protection of client and member assets and data
- Ensure complaints are handled appropriately and escalated as required
5. Commercial Awareness and Team Contribution
- Understand how individual tasks contribute to client service, delivery, and profitability
- Support the team in meeting operational and financial targets
- Maintain accurate records of work in progress and assist with monitoring outputs where required
- Contribute to team efficiency by staying organised and effectively managing workload
6. Culture and Behaviour Expectations
All colleagues at Fairway are expected to actively contribute to the firm’s culture.
This role is expected to demonstrate the following behaviours:
IMPACT Behaviours
- Be Innovative – question processes, suggest improvements, and look for smarter ways of working
- Be Motivated – take ownership of tasks, follow through and show initiative
- Be Positive – collaborate with others and focus on solutions
- Be Authentic – ask questions, speak up, and take accountability
- Be Commercial – manage time effectively and understand the value of work delivered
- Be Trusted – meet commitments, flag issues early, and act with integrity
How We Work
- Think “outside in” – consider the client and member perspective
- Ensure work is client ready before completion
- Operate with no surprises – communicate early and clearly
- Recognise that deadlines matter and take ownership of delivery
- Work collaboratively as one team
7. Leadership and Personal Ownership
- Take Accountability for own work, learning and development ("leader of self")
- Prepare for and contribute to team meetings
- Be proactive in seeking guidance, clarification and feedback
- Demonstrate reliability, professionalism and a willingness to learn
8. Personal Development
- Actively develop technical knowledge of pensions and fiduciary services
- Attend training sessions, seminars and workshops as required
- Take responsibility for ongoing professional development
- Complete a minimum of 15 hours Continuing Professional Development annually
- Seek feedback regularly and apply learning to improve performance
9. Competencies
The Trainee Pensions Administrator is expected to demonstrate, or show strong potential to develop, the following:
Technical & Knowledge
- Basic understanding (or willingness to develop knowledge) of:
- Offshore fiduciary services
- Jersey pension law (personal and corporate schemes)
- Financial markets and administration processes
- Awareness of compliance and regulatory requirements
Professional Skills
- Strong attention to detail and accuracy
- Good organisational and time management skills
- Clear written and verbal communication
- Professional approach to client and stakeholder interactions
Behavioural Competencies
- Ownership and accountability for work
- Proactive approach to tasks and problem-solving
- Ability to work collaboratively within a team
- Adaptability and openness to change
- Positive and solution-focused mindset