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