Senior Pensions Executive/Assistant Pensions Manager
Isle of Man
Permanent
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.