Pensions Manager

At Atla Group, we are more than just a company—we are a community deeply rooted in the Isle of Man, blending a rich heritage with forward-thinking. Proudly owner-managed, we are committed to fostering a workplace culture that is inclusive, inspiring, and driven by shared values.

Our team thrives in an environment where personal accountability meets collective success. We encourage you to own your role, take initiative, and contribute meaningfully, knowing that your work directly supports our mission and impacts the lives of our clients and community. From team milestones to individual wins, we take the time to acknowledge and enjoy our successes, building a workplace where fun and camaraderie are as important as the results we deliver.

As a growing business, we are on an exciting journey, and we need a team of people who share our passion and are eager to join us for the ride. With our open communication ethos and dedication to transparency, you’ll always feel empowered and supported as we navigate new opportunities and challenges together.

Atla champions flexibility and growth, offering opportunities to innovate and improve continuously, both personally and professionally. We believe in consistent gains—small, meaningful improvements that build towards significant achievements.

We are passionate about community stewardship, making a difference not only for our people and our clients but also in the wider Isle of Man and beyond. By joining Atla, you become part of a team that values diversity and collaboration, ensuring a positive and lasting impact on everything we do.

If you’re looking for a workplace where you can be part of something greater, where your individuality is celebrated, and where your contributions drive real success, Atla Group is the place for you.

Job Summary

As a Pensions Manager, you will assist in managing the team within the Pensions department.  In this dynamic role the responsibilities, as part of the team, will include but are not limited to the following:

• Administration of all scheme types, including;
  international and domestic master trusts, group and personal/occupational pension schemes and QROPS/QNUPS
• Administration of contributions and benefit payments
• Facilitating and implementing new investments in both portfolios and unquoted companies
• Managing GAD calculations for all SIPPS clients
• Managing pension payments for all SIPPS clients
• Annual tax returns for SIPPS
• Training, management of and support for Pension Executives and Senior Pension Executives
• Checking work prepared by Pension Executives and Senior Pension Executives
• Prepare and submit VAT returns for SIPPS
• Annual CRS & FATCA reporting
• Property work – liaising with advocates/solicitors and estate agents regarding purchases, sales, leases and legal charges
• Ensuring invoices addressed correctly and checking reimbursement expenses
• Loans – drafting loan agreements and extensions from templates, reviewing loan agreements drafted by third parties, review legal charge/security documentation
• Deeds – drafting from both templates and in full where necessary
• Interpreting and applying pension scheme rules and regulations
• Trustee appointments and retirements
• Amendments to pension scheme rules, implemented by either Deed or Resolution where required
• Dealing with death cases of members and trustees
• Pension transfers of individual benefits or whole schemes both in and out
• Scheme dissolutions including fund remnant payments, deaths and transfers out
• New client take-on process
• Formations/establishments of new SIPPS
• Bookkeeping of all pension scheme assets
• Liaising directly with clients, trustees, investment managers, IFA’s and other third parties
• Ad hoc projects

Reporting To

Directors

Qualifications Required

5 GCSEs or equivalent at grade C or above

Experience

• Extensive pension administration environment and experience of managing staff
• 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

• Accountability
• Continuous Improvement
• Collaborative Engagement
• Transparent Communication
• Adaptability
• Leadership

Characteristics

• Empathy
• Innovation
• Inclusivity
• Proactive Communication
• Resilience

Hours

Full time (Part time hours will be considered)

Benefits

• Medicash health plan
• Flexible hours and working opportunities
• Contributory pension scheme
• Study support
• Personal development and growth programmes
• Ongoing CPD support
• Discounted gym membership
• Access to Atla Academy

Closing date – Friday 3 January 2025