Head of Pension
7 days ago
A challenging role has arisen for an experienced and qualified Head of Pension & Investment Administrator to join a successful independent wealth management firm, based from their Newcastle-under-Lyme, Staffordshire office.
As head of the department you will manage the pension & investment team as well as the day-to-day administration of clients.
You will also be responsible for the completion of monthly, quarterly, and annual tasks, including all reporting to HMRC, and have the knowledge, and expertise to resolve more complex issues, which will have been escalated.
This is a technical role and a relevant qualification such as the CII FA- Pensions Administration module is required, as part of the Fit & Proper assessment under SMCR.
Skills and Knowledge Requirements:
- Good knowledge of the concepts of HMRC rules and practice, and the wider regulatory obligations
- Ability to process manual calculations relating to contribution tax rebates, and income tax calculations for crosschecking purposes
- Experience within the Pensions Industry especially with Money Purchase and SIPPs
- Be able to manage junior members of the Team
- Good knowledge and understanding of the Statements of Principle for Approved Persons
- Discretionary bonus scheme
- Phantom Shares
- Private Healthcare
- Office based role 35hour week
Job Types:
Full-time, Permanent
Salary:
£80,000.00 per year
Benefits:
- Company events
- Life insurance
- Private medical insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Education:
- GCSE or equivalent (preferred)
Experience:
- Customer service: 1 year (preferred)
- Administrative experience: 1 year (preferred)
Language:
- English (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location:
In person
Reference ID:
NJ/NUL
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