We are currently working with a leading client who is looking to hire an experienced Pensions Manager. This dynamic role offers the opportunity to manage a team within the Pensions department, overseeing various responsibilities that contribute to the smooth operation of the pension administration process.
Key Responsibilities:
- Pension Scheme Administration: Oversee a wide range of pension schemes, including international and domestic master trusts, group and personal/occupational pension schemes, QROPS, and QNUPS.
- Contributions and Benefits: Administer contributions and manage benefit payments for clients.
- Investment Facilitation: Assist with implementing new investments in both portfolios and unquoted companies.
- SIPP Management: Manage GAD calculations, pension payments, and annual tax returns for all SIPPs clients.
- Staff Management & Training: Provide support and guidance to Pension Executives and Senior Pension Executives, ensuring that their work is checked and high-quality service is maintained.
- Tax & Reporting: Prepare and submit VAT returns for SIPPs and manage annual CRS & FATCA reporting.
- Property and Loans: Liaise with advocates, solicitors, and estate agents regarding property-related matters and handle loan agreements and security documentation.
- Pension Scheme Rules: Interpret and apply pension scheme rules and regulations, as well as manage trustee appointments and retirements.
- Client & Trustee Interaction: Directly liaise with clients, trustees, investment managers, IFA’s, and other third parties.
- Pension Transfers & Scheme Dissolutions: Oversee pension transfers and manage scheme dissolutions, including fund remnant payments, deaths, and transfers out.
- New Client & SIPP Formation: Oversee the new client onboarding process and assist in the establishment of new SIPPs.
- Ad Hoc Projects: Support with various ad hoc tasks and projects as required.
Qualifications Required:
- 5 GCSEs or equivalent at grade C or above
Experience Required:
- Extensive experience in pension administration, particularly in managing staff
- Proficiency in Microsoft Office (especially Excel and Word)
- Knowledge of VT, CCH, and Laserfiche is desirable but not essential
Training:
External and internal training will be provided, with opportunities for continuous professional development.
Benefits:
- Medicash health plan
- Flexible working hours and opportunities
- Contributory pension scheme
- Study support and personal development programmes
- Ongoing CPD support
- Discounted gym membership
If you are an experienced Pensions Manager looking for your next career opportunity or want to learn more about this role, please get in touch. This is a fantastic opportunity to lead a team and make a significant impact within the Pensions department.