Senior Pensions Executive

  • Post Date: March 2, 2022
  • Isle of Man
Job Description

Role Responsibilities:
– Administration of all scheme types including master trusts, international group and personal schemes as well as domestic personal/occupational pension schemes and QROPS
– Administration of benefit payments, investments and pension transfers
– Opening bank accounts and investment bonds/portfolios
– 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
– Death cases
– Dissolutions including fund remnant payments and deaths
– Transfers
– Formations/establishments of new SIPPS
– Bookkeeping of pension scheme assets
– New client take-on process
– Interpreting and applying pension scheme rules and regulations
– Liaising directly with clients
– Various administration tasks
– Ad hoc projects

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