Senior Pensions Executive/Assistant Pensions Manager

Isle of Man
Our client seeks a Senior Pensions Executive / Assistant Pensions Manager to join their team.
Role Profile:  You will provide administration assistance and dedicated support to the Pensions department.
Key Responsibilities:
  • Administration of all scheme types including master trusts, international group and personal schemes as well as domestic personal/occupational pension schemes and QROPS
  • Administration of benefit payments, investments and pension transfers
  • Opening bank accounts and investment bonds/portfolios
  • Review investment portfolios including contract notes and valuations
  • Managing GAD calculations for all SIPPS clients
  • Training and support for Pension Executives
  • Managing investment mailbox
  • Property work - expenses, purchases, sales and leases
  • Deeds - drafting from templates
  • Trustee retirements
  • Death cases
  • Dissolutions including fund remnant payments and deaths
  • Transfers
  • Formations/establishments of new SIPPS
  • Bookkeeping of pension scheme assets
  • New client take-on process
  • Interpreting and applying pension scheme rules and regulations
  • Liaising directly with clients
  • Various administration tasks
  • Ad hoc projects
Key Skills and Experience:
  • 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
  • Attention to detail
  • Excellent communication skills
  • Able to work on their own initiative
  • Able to work under pressure and to strict deadlines
  • Management of own workload with minimal supervision
  • External and internal training will be provided and encouraged
Your specialist: Debbie Amankwa
Quote job ref: 11680

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