Assistant Pensions Manager

  • Post Date: April 11, 2022
  • Isle of Man
Job Description

Role Description:
As an Assistant Pensions Manager, you will provide administration assistance and dedicated support to the Pensions department.

Role Responsibilities:
– Oversight and training of staff
– Liaise with client and key intermediaries
– Oversight and administration of all scheme types including master trusts, international group and personal schemes as well as domestic personal/occupational pension schemes and QROPS
– Review investment portfolios including contract notes and valuations
– Managing GAD calculations for all SIPPS clients
– Training and support for Pension Executives
– Managing investment mailbox
– Property work – expenses, purchases, sales and leases
– Deeds – drafting from templates
– Trustee retirements
– Transfers
– Formations/establishments of new SIPPS

Skills & Experience Required:
– 5 GCSEs or equivalent at grade C or above
– Ideally 3 years in a pension administration environment and experience of client portfolio administration
– Microsoft Office – particularly Excel & Word
– VT, CCH and Laserfiche would be an advantage but not essential
– Attention to detail
– Excellent communication skills
– Able to work on their own initiative
– Able to work under pressure and to strict deadlines
– Management of own workload with minimal supervision

Phone 01624 615600