Our client is offering a fantastic opportunity to join their team as a Pensions Manager. This role provides a diverse and challenging workload, ideal for someone with a strong background in pension administration who is looking to step into a leadership position.
Key Responsibilities:
As Pensions Manager, you will be responsible for overseeing a range of pension schemes and ensuring the efficient and accurate administration of key functions, including:
- Managing all types of pension schemes, such as international and domestic master trusts, group and personal/occupational pension schemes, and QROPS/QNUPS
- Administering contributions and benefit payments
- Implementing new investments across both portfolios and unquoted companies
- Overseeing GAD calculations and pension payments for all SIPPS clients
- Managing annual tax returns and VAT submissions for SIPPS
- Ensuring compliance with annual CRS & FATCA reporting requirements
- Providing leadership and training to Pension Executives and Senior Pension Executives
- Reviewing and checking the work prepared by the pension administration team
- Handling property transactions, including liaising with solicitors, advocates, and estate agents regarding purchases, sales, leases, and legal charges
- Overseeing loans, including drafting loan agreements, reviewing third-party documents, and managing related legal charge/security documentation
- Drafting and reviewing Deeds, as well as making amendments to pension scheme rules, as required
- Managing pension scheme transfers and dissolutions, including fund remnant payments, death cases, and transfer out processes
- Overseeing the new client take-on process and the establishment of new SIPPS
- Bookkeeping of all pension scheme assets
- Liaising directly with clients, trustees, investment managers, IFAs, and other third parties
- Managing ad-hoc projects as needed
Skills and Experience:
To succeed in this role, we are seeking a candidate with the following experience and skills:
- Ideally 5 years' experience in a pension administration environment, with a proven track record in managing a team
- Proficiency in Microsoft Office, particularly Excel and Word
- Experience with VT, CCH, and Laserfiche would be advantageous, but not essential
- Exceptional attention to detail
- Strong communication skills, with the ability to build and maintain effective relationships
- Self-motivated, with the ability to work independently and manage your own workload
- Capable of working under pressure and meeting strict deadlines
- Proven leadership skills and a proactive, organised approach to managing a team
- Enthusiastic, flexible, and personable, with a collaborative attitude
What We Offer:
This is a great opportunity for an experienced pensions professional to progress in their career with a dynamic and supportive team. You'll enjoy a varied and fulfilling role, with the chance to develop your skills further and make a real impact.