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Band 2 Pensions Clerical Support Officer

University Hospitals Birmingham NHS Foundation Trust
Longboat Key, FL Full Time
POSTED ON 4/8/2026
AVAILABLE BEFORE 5/7/2026
Job Summary

UHB's Pensions Team are recruiting for an enthusiastic and hardworking Pensions Clerical Support Officer to join their incredible Pensions Team based in Five Ways.

The 20 staff that make up our Pensions Department not only have the responsibility of providing pension services to 25,000 staff at UHB but are also responsible for 25 other NHS Trusts.

As a Pensions Clerical Support Officer, you will support our team by being assigned a section of NHS Trusts that you will lead in the day-to-day processing and inputting associated with providing and maintaining an excellent pension service.

You will support your allocated members, working in conjunction with the rest of the team to ensure the efficient delivery of the service, including dealing with any queries that may arise via both phone call and email.

Previous NHS Pensions experience is desirable but not essential as there will be training provided for the successful candidate; we can teach all you need to know...just be a sponge, there is a lot to take in!

You will be an organised and efficient person who is used to working to deadlines; able to prioritise your own workload, ensuring all tasks are completed on time. You will need to have excellent communication skills with a calming and pleasant telephone manner. The ability to understand complex legislation, and a sound knowledge of IT packages such as Word, Excel and Outlook are essential.

Above all you will be enthusiastic and hardworking.

Main Duties, Tasks & Skills Required

  • To be responsible for the distribution and scanning of post.
  • To recognise where any documents are incorrectly completed and return to the sender with details.
  • To save and register correctly completed documents received.
  • To provide the relevant forms relating to pension claims, within the required timescales, on receipt of a request.
  • To complete, assist with and log ill health retirement application form documentation, within required timescales, on request from HR.
  • To be responsible for monitoring refund forms, ensuring pension records are amended correctly.
  • To action NHS Pension refund applications, within required timescales, for members of staff who have left the NHS pension scheme and have requested and are eligible to receive a refund.
  • To respond to phone and email queries from employees and NHS Pensions in an accurate, efficient, professional and timely manner; seeking advice as necessary from Pensions Officers or Team Leader/Manager.
  • To retrieve information from NHS Pensions in an effective and efficient manner as required. To use information found to complete forms or update records as relevant.
  • Responsible for the production of standard cover letters/emails to accompany the issue of pension documentation; ensuring electronic files are updated with copies.
  • To view/manipulate data in the Pension/Payroll system to identify previous earnings details for pensions calculations as required.
  • To be responsible for maintaining accurate files of documentation.

About Us

University Hospitals Birmingham NHS Foundation Trust strives to have an inclusive culture where everyone feels like they belong, can thrive, knows that they add value and feels valued. We do this by developing compassionate and culturally competent leaders, being values driven in all that we do and by creating a welcoming and inclusive workplace that thrives on the diversity of our people. As such we want to attract and recruit talented individuals from all backgrounds, and for each of you to feel supported for the diversity you bring, to achieve your full potential. For those staff with a disability, including physical disability, long term health condition, mental health or neurodiverse condition, this also means being committed to making reasonable adjustments needed for you to carry out your role.

Job Description

Please note for a specific detailed job description for this vacancy please see attached job description.

Person specification

Qualifications

Essential

  • Minimum of 5 GCSEs at grade C/5 or above including English and Maths.

Desirable

  • ECDL or equivalent computer skills.

Experience

Essential

Please note for a specific detailed job description and specification for this vacancy please see attached job description.

Desirable

  • Relevant clerical experience.
  • Experience of working in an NHS Pensions environment.
  • Experience of managing own workload and pensions allocation.

For Help With Your Application, Contact

Laura Stephens

Laura.Stephens@uhb.nhs.uk

01213717472

Pay scheme

Agenda for Change

Band

Band 2

Salary

£25272.00 to £25272.00 Yearly

Contract

Permanent

Working pattern

Full-Time, Flexible Working

Reference number

304-1098237

Job locations

Regent Court

Attachments

Job Description

JD PS Pensions Clerical Support .pdf – 477KB Opens in a new window

Salary : $25,272

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