Our client, headquartered in the Isle of Man, is seeking a Senior Pensions Executive to provide comprehensive administration assistance and dedicated support to the Pensions department. In this role, you will be an integral part of the team, managing a diverse array of pension schemes which may include master trusts, international group and personal schemes, as well as domestic personal pension schemes. The position requires you to be detail-oriented and proactive, as you will oversee key administrative functions related to benefit payments, investments, and pension transfers. This is a full-time role, with a commitment of 37.5 hours per week.
Job Duties:
- 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 and investment portfolios for pension schemes.
- Producing and reviewing periodic pension valuations.
- Managing GAD calculations for all SIPP clients.
- Providing training and support for pension executives.
- Managing the investment mailbox.
- Overseeing property-related tasks, including processing expense claims, handling purchases and sales on behalf of the pension scheme, and preparing/reviewing lease agreements for tenants.
- Drafting deeds using standard templates and ensuring accurate documentation.
- Overseeing trustee retirement processes and related compliance requirements.
- Administering procedures for member death or scheme dissolution.
- Coordinating and processing 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.
- Performing various administration tasks.
Job Requirements:
- 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.
- Commitment to external and internal training and professional development.
What You’ll Love:
This role offers the opportunity to contribute significantly to the management of diverse pension schemes within a dynamic environment. You will be part of an innovative team that values accountability, continuous improvement, and collaborative engagement. The organisation supports ongoing professional development, ensuring you have the tools and resources necessary to advance your career. Flexible working hours and a variety of benefits are also available to promote a healthy work-life balance.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
