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

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
• Able to work on their own initiative
• Able to work under pressure and to strict deadlines

Responsibilities:

Support the pensions team

Characteristics:

• Proactive
• Team Player
• Enthusiastic

Hours:

Full time

Benefits:

• Medicash health plan
• 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 – Tuesday 30th April 2024