Back to search results

Pensions Manager

Isle of Man
Permanent
Our client seeks a Pensions Manager to join their team
 
Role Profile:  As a Pensions Manager, you will assist in managing the team within the Pensions department.  
 
Key Responsibilities:
  • 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
 
Key Skills and Experience:
  • 5 GCSEs or equivalent at grade C or above
  • 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
  • Accountability
  • Continuous Improvement
  • Collaborative Engagement
  • Transparent Communication
  • Adaptability
  • Leadership
Your specialist: Debbie Amankwa
Quote job ref: 15467

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.