Job Accountabilities

Management of operations of the company including supervision and oversight of the team and outsourced services in relation to the establishment and transfer of personal, occupational and multi-member pension schemes:

• New business procedures for client take-on including system set up
• Calculation and payment of member benefits, tax and preparation of annual member statements
• Book-keeping, invoicing and payment of members fees and third-party expenses
• Ensure team are billing in accordance with fee schedule and work with Finance Team to ensure invoiced
• Review and approval of annual accounts for individual and scheme financials
• Appointment of third parties e.g. asset managers, auditors, custodians
• Maintenance of system and records including the preparation of minutes
• Preparation of reports and information required by the company, trustees, auditors and external
• Collation of information for statutory returns in relation to the Company and the Companys schemes
• General assistance with other administrative duties as and when requested
• Keeping up to date with regulatory and legislative requirements and ensuring our policies and procedures align with these changes
• Ensuring all administrative tasks are properly executed with due regard to risk and all reporting requirements are met

Minimum Education and Experience

• Educated to A Level standard, or equivalent
• A minimum of 6 years relevant experience
• Attainment of a relevant professional qualification

Required Skills

• Ability to build and maintain strong client relationships in accordance with Group standards
• Demonstrated ability of managing a team
• Strong and effective negotiation skills
• Excellent critical analysis and problem-solving skills
• Ability to work to deadlines independently
• Effective business writing skills
• Excellent knowledge of Pension Schemes