Senior Pensions Executive

Isle of Man
Permanent
Our client seeks a Senior Pensions Executive to join their team.
 
Key Responsibilities:
  • Administration of various pension 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 as well as investment portfolios for pension schemes.
  • Produce and review periodic pension valuations.
  • Manage GAD calculations for clients.
  • Provide training and support for pension executives.
  • Manage the investment mailbox.
  • Manage property-related tasks, including processing expense claims, handling purchases and sales on behalf of the pension scheme, and preparing/reviewing lease agreements for tenants.
  • Draft deeds using standard templates and ensure accurate documentation.
  • Oversee trustee retirement processes and related compliance requirements.
  • Administer procedures for member death or scheme dissolution.
  • Coordinate and process transfers in line with regulatory and scheme guidelines.
  • Bookkeeping of pension scheme assets.
  • Administration of the new client take-on process.
  • Liaising directly with clients.
 
Key Skills & Experience:
  • 5 GCSEs or equivalent at grade C or above.
  • Previous experience in pension administration and client portfolio administration is essential.
  • Working knowledge of Microsoft Office, specifically Word and Excel.
  • Previous experience using VT, CCH, Viewpoint and Laserfiche would be beneficial but is not essential.
Angela Westmorland
Your specialist: Angie Westmorland
Quote job ref: 16241

Hi I'm Angie, I am working on this amazing opportunity with one of the Island's leading employers, click apply now and I will be in touch.

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