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PENSIONS

SENIOR PENSIONS EXECUTIVE

REF 2030

A well-established organisation, based in the heart of Douglas, offering a comprehensive suite of accountancy and wealth management services are seeking to recruit a proactive, motivated Senior Pensions Executive.

The responsibilities of the role are varied and will include:

  • Administration of all scheme types, benefit payments, investments and pensions transfers

  • Managing GAD calculations for all SIPP clients

  • Training and support for pension executives

  • Liaising directly with clients

The ideal Candidate will have acquired/be able to demonstrate;

  • Ideally 3 years in a pension administration environment with experience of client portfolio administration

  • Experience with VT, CCH and Laserfiche would be advantageous

  • Excellent communication skills

PENSIONS EXECUTIVE

REF 2028

A well-established organisation, based in the heart of Douglas, offering a comprehensive suite of accountancy and wealth management services are seeking to recruit an enthusiastic, meticulous Pensions Executive.

The responsibilities of the role will include:

  • Administration of master trust pension schemes and international group schemes

  • Bookkeeping of pension scheme assets

  • Dealing with the client take-on process

  • Liaising directly with clients

The ideal Candidate will have acquired/be able to demonstrate;

  • Minimum of 1 years’ experience working in an administration environment

  • Experience of a client portfolio would be advantageous

  • Excellent communication and organisational skills

PENSION ADMINISTRATOR

REF 2022

A leading provider of professional trustee services, based in the heart of Douglas, are seeking to recruit a motivated, meticulous Pension Administrator.

The responsibilities of the role will include:

  • Providing assistance and support for the Pension Admin team

  • Onboarding and servicing of employees within company pension schemes

  • Preparing and reviewing all paperwork prior to client meetings

The ideal Candidate will have acquired/be able to demonstrate;

  • Minimum of 2 years’ experience working in financial services

  • Previous pension administration experience is desirable

  • Excellent communication and organisational skills

SENIOR PENSIONS EXECUTIVE

REF 1403

A busy firm, based in the heart of Douglas, offering accountancy and wealth management services are seeking to recruit a Senior Pensions Executive.

The responsibilities of the role will include:

  • Administration for a number of scheme types including master trusts, international group and personal schemes

  • Administration of benefit payments, investments and transfers

  • Dealing with opening bank accounts, investment portfolios, valuations etc.

  • Training and support of pension executives

  • Liaising directly with clients

The ideal Candidate will have acquired/be able to demonstrate;

  • 5 GCSEs or equivalent at grade C or above

  • Minimum of 3 years’ experience in a pension administration environment

  • Experience of client portfolio administration

  • Working knowledge of VT, CCH and Laserfiche would be advantageous

  • Excellent communication and organisational skills

JUNIOR PENSIONS EXECUTIVE

REF 1404

A busy firm, based in the heart of Douglas, offering accountancy and wealth management services are seeking to recruit a proactive, enthusiastic Junior Pensions Executive.

The duties of the role will include:

  • Administering master trust pension schemes and international group schemes

  • Bookkeeping of pension scheme assets

  • Dealing with the new client take-on process

  • Liaising directly with clients

The ideal Candidate will have acquired/be able to demonstrate;

  • 5 GCSEs or equivalent at grade C or above

  • Minimum of 1 years’ experience in an administration environment

  • Experience with client portfolio administration would be advantageous

  • Working knowledge of VT, CCH and Laserfiche would be advantageous

  • Excellent communication and organisational skills

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