4132 — Pensions and insurance clerks and assistants

What this occupation covers

Pensions and insurance clerks and assistants provide general clerical support to senior colleagues and perform specialist clerical tasks in relation to the administration of pensions and insurance policies.

Typical duties

answers queries from clients and assists in interpreting and completing information requested on forms

checks forms completed by clients and contacts clients to obtain additional information or to clarify details

makes arrangements for financial advisers to visit clients and potential customers

transfers information from application forms and other documentation to computerised records

receives notice of changes to personal circumstances and updates files

issues application forms, policy documents, reminders, claims forms and other standard documentation

performs general clerical duties to support senior staff

Entry routes and qualifications

There are no minimum academic requirements, although entrants usually possess GCSEs/S grades. Training is usually provided on-the-job. NVQs/ SVQs, apprenticeships and professional qualifications are available in some areas.

Sponsorship information

Medium Skilled. Actual duties, sponsor, applicant, salary and any transitional or shortage-list conditions must be checked.

Temporary Shortage List: Pensions and insurance clerks and assistants. Certificate of Sponsorship must be issued before 31 December 2026.

DBS assessment

No code-wide DBS assessment is assigned. Check actual duties, activities, workplace, frequency and jurisdiction. This code does not determine the level of check.

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