Pensions Manager

Job Summary:

As a Pensions Manager, you will manage the staff within the Pensions department.  Duties will include but are not limited to:

• 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:

• Ideally 5 years in a pension administration environment and experience of managing a team
• 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
• Management and awareness of team’s workload

Responsibilities:

Manage the pensions team

Characteristics:

• Proactive
• Organised
• Team Player
• Enthusiastic
• Flexible approach
• Personable

Hours:

Full time

Benefits:

• Medicash Health Plan
• Flexible hours and working opportunities
• Pension
• Car parking
• Study Support
• Personal development and growth programmes
• Team events
• Fresh fruit weekly
• Ongoing CPD Support
• Discounted Gym Membership

Closing Date – Thursday 30th November 2023