Senior Pensions Executive

  • Post Date: April 26, 2024
  • Apply Before: May 31, 2024
Job Description

As a Senior Pensions Executive / Assistant Pensions Manager, you will provide administration assistance and dedicated support to the Pensions department.

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

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

Salary & Benefits

The salary for this role is dependent on qualifications and experience, and a full benefits package is offered including health care, pension and further development.