Assistant Pensions Manager

Job Summary:

As an Assistant Pensions Manager, you will provide administration assistance and dedicated support to the Pensions department. Duties will include but are not limited to:

  • 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

Reporting To:

Pensions Manager

Qualifications Required:

5 GCSEs or equivalent at grade C or above

Experience:

  • 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

Training:

External and internal training will be provided and encouraged

Skills:

  • 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

Responsibilities:

Support the pensions team

Characteristics:

  • Enthusiastic
  • Proactive
  • Team player
  • Organised

Hours:

Full time

Salary Range:

Salary commensurate with experience and qualifications

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