Senior Pensions Executive

Job Summary

As a Senior Pensions Executive, you will provide administration assistance and dedicated support to the Pensions department. Duties will include but are not limited to:

  • Administration of all scheme types including master trusts, international group and personal schemes as well as domestic personal pension schemes
  • Administration of benefit payments, investments and pension transfers
  • Opening bank accounts
  • Investment portfolios
  • Valuations
  • Managing GAD calculations for all SIPP clients
  • Training and support for pension executives
  • Managing investment mailbox
  • Property work – expenses, purchases, sales and leases
  • Deeds – drafting from templates
  • Trustee retirement
  • Death/dissolution
  • Transfers
  • Bookkeeping of pension scheme assets
  • New client take-on process
  • Liaising directly with clients
  • Various administration tasks

Reporting To

Pensions Manager.

Qualifications 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


External and internal training will be provided and encouraged.


  • Attention to detail
  • Excellent communication
  • Able to work on their own initiative
  • Able to work under pressure and to strict deadlines


Support the pensions team.


  • Proactive
  • Team Player
  • Enthusiastic


Full time.


  • Medicash health plan
  • Death in service
  • Flexible hours and working opportunities
  • Contributory pension scheme
  • Study support
  • Personal development and growth programmes
  • Team events
  • Fresh fruit weekly
  • Ongoing CPD support
  • Discounted gym membership

Closing Date – Friday 28th June 2024