Financial Services Professional
13 hours ago
Pension Scheme Manager - Bristol
Up to £35,000 + Hybrid Working + 4 Day Week after Probation
The OpportunityWe are seeking a skilled Financial Services Professional to manage our pension schemes in Bristol. This role involves managing client interactions and tasks on a daily basis.
This is an excellent opportunity to work with a business that prioritizes its people and offers a comprehensive benefits package. Some highlights include:
- Managing multiple pension schemes for clients
- Liaising with clients and third parties to ensure seamless service delivery
- Ensuring compliance with regulatory requirements in the pensions industry
- Calculating and paying retirement and death benefits accurately and efficiently
- Processing contributions, transfers, investments, and scheme asset valuations
- Undertaking property and land transactions
- Managing rent, loans, and scheme bank accounts
- Establishing new pension schemes and updating trust deeds
- Completing regulatory filings and returns
- Preparing client meeting packs and attending Trustee meetings
We are looking for candidates with the following skills and qualifications:
- Previous experience as a Client Manager, Portfolio Manager, or Account Manager in the pensions industry
- Current experience working in regulated areas of Financial Services, including Pensions, SIPs, SSAS, Investments, Property, or other related fields
- Excellent client management, relationship management, and stakeholder management skills
- Comfortable working in a fast-paced, variable environment in a regulated industry
This role offers a competitive salary of up to £35,000, hybrid working arrangements, and a 4-day week after a 3-month probation period. You will also have access to coaching and mentoring plans, 25 days holiday, and your birthday off. If you have experience in regulated areas of Financial Services, this opportunity is not to be missed.
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