Head of Pension

5 months ago

NewcastleunderLyme, United Kingdom Courtiers Full time

We are looking for a suitably experienced and qualified individual to join the Pension & Investment Administration team based in either the Henley or Newcastle-under-Lyme office.

**Main Purpose of the Role**:
The role requires a competent and experienced Administrator and Manager, who can oversee and manage the Team and the day to day administration of client’s data, as well as having the knowledge, expertise and capability to resolve more complex issues, which will have been escalated. The role will involve supporting more junior members of the Team, co-ordinating and planning workloads for the rest of the Team, as well as overseeing projects and any ad-hoc tasks. They will be responsible for the completion of monthly, quarterly and annual tasks, including all reporting to HMRC.

**Duties and Responsibilities**:

- To provide an efficient and consistent administration service to scheme members via the Team
- Ensuring high and accurate standards of work at all times by the individual and the Team
- Develop positive communication and working relationships with both clients and internal Advisers
- Identify and resolve problems that may arise with day to day work issues in the Department
- At all times, be operating under strict regulatory and legislative regulations and follow internal procedures and systems
- To assist in the development and maintenance of effective systems and processes within the Organisation
- Support the process regular and ad hoc contributions within Imago database and generate and process monthly tax reclaims
- Support the annual allowance statements for relevant clients
- Set reminders for and run regular GAD review calculations
- Support the preparation of SIPP review sheet and drawdown review illustration when requested by Advisers as part of client meeting pack
- Overseeing of checking of processing to ensure accuracy
- Liaising with clients and 3rd party companies over the telephone and in writing
- Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner
- Provide support and technical expertise in delivering ad-hoc client requests
- To recognise potential instances of fraud and money laundering and, where agreed, report these instances to the Money Laundering Reporting Officer
- To monitor proposed changes in legislation with particular relevance to the Courtiers SIPP
- In conjunction with Head of Compliance CISL, ensure that ongoing regulatory reporting requirements are met
- To conduct regular (quarterly) reviews of SIPP data, identifying issues, implementing remedial activities in consultation with Head of Compliance CISL
- To assist the Compliance Officer in identifying, investigating and rectifying rule breaches relating to the Courtiers SIPP, and assist in fulfilling any associated reporting requirements
- Ensure that the creation, implementation and development of internal systems, in order to meet regulatory obligations, and to improve and maintain efficient working practices within the Organisation
- Responsible for overseeing the day to day running of the Courtiers Group SIPP, liaising with the Corporate Team where necessary
- Ensure that bulk imports into Imago accurately maintain member records and to process regular and ad hoc contributions for each Group SIPP
- To maintain the procedures manual for the Group SIPP to ensure that they are kept up to date
- To ensure the confidentiality of all work undertaken
- Ensure all procedures are relevant and in line with regulatory requirements
- Ensure all work on the team is checked to a high standard to minimise any errors, which will include the development and maintenance of appropriate checking systems and procedures
- Production of management Information on a monthly, quarterly and annual basis
- Co-ordinate and plan projects for the Team
- Consistently seek ways to improve efficiency across the team and the rest of the business and implement accordingly
- Become the main point of contact for the third party SIPP system provider and maintain regular reviews of outstanding issues which will be monitored and tested through to completion
- Complete 1-2-1 regular meetings and annual appraisals for the Team
- Attend Senior Management meetings

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