Pensions Portfolio Manager

2 days ago


Bristol, Bristol, United Kingdom Get-Recruited (UK) Ltd Full time
Job Description:

We are seeking a highly motivated and experienced Pensions Portfolio Manager to join our team in Bristol. As a Pensions Portfolio Manager, you will be responsible for managing your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis.

Key Responsibilities:
  • Manage your own clients and schemes
  • Liaise with clients and third parties on a daily basis
  • Handle any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
  • Ensure compliance with regulatory requirements
  • Calculate and pay retirement and death benefits
  • Process contributions, transfers, investments, and scheme asset valuation


About the Role:
This is an outstanding opportunity to join a fast-growing business based in Bristol who prioritize their people and have a benefits package to prove it. The company offers a 4-day working week after a 3-month probation, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off, and much more.

Salary Information:
The salary for this role is up to £35,000 per annum, plus additional benefits.

  • Bristol, Bristol, United Kingdom Portfolio Credit Control Full time

    Key ResponsibilitiesActively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.Have regular face-to-face meetings with stakeholders as required regarding their debt...


  • Bristol, Bristol, United Kingdom Gallagher Full time

    We are seeking an experienced Senior Pensions Administrator to join our team at Gallagher. As a Senior Pensions Administrator, you will play a vital role in administering a portfolio of occupational pension schemes, ensuring that all tasks and calculations are carried out accurately and promptly. The successful candidate will possess excellent analytical...


  • Bristol, Bristol, United Kingdom XPS Pensions Group Full time

    Establish a fulfilling career with XPS Pensions Group, a dynamic and collaborative organization driving growth in the pensions industry.About the RoleThis Deputy Administration Manager position is an exciting opportunity to contribute to strategic business changes and oversee day-to-day client relationships. As a key member of our team, you will provide...


  • Bristol, Bristol, United Kingdom Gallagher Full time

    About the RoleAs a Senior Pensions Administrator at Gallagher, you will play a critical role in administering a portfolio of occupational pension schemes. This will involve ensuring that all tasks and calculations are carried out accurately and promptly.Key ResponsibilitiesAllocate cases and perform both automated and manual calculations with precision.Draft...


  • Bristol, Bristol, United Kingdom Portfolio Payroll Full time

    Job Description:The Payroll Operations Manager is a crucial role at Portfolio Payroll, responsible for managing complex payroll processes for our UK-based employees.Key Responsibilities:Payroll Process Management: Oversee payroll operations, ensuring accuracy and timeliness across various pay cycles and employee types.Compliance and Legislation: Stay...


  • Bristol, Bristol, United Kingdom Procentia - Pensions Software Solutions Full time

    Unlock the potential of our market-leading software as a Talent Advisor at Procentia, a multi-award-winning technology company specialising in the pensions and bulk purchase annuities market.With over 20 years of experience in developing intelligent 'PenTech' solutions, we help pension schemes and insurers provide lasting value for their administrators and...


  • Bristol, Bristol, United Kingdom Coyne & Associates Full time

    Unlocking Potential with Coyne & Associates We are seeking a Strategic Growth Leader to join our dynamic investment team. As a key member of the team, you will provide tactical and operational support to drive value creation and market-leading performance across our portfolio. Your expertise will be instrumental in guiding investee management teams towards...


  • Bristol, Bristol, United Kingdom Beach Baker Property Recruitment Full time

    Job Title: Property Portfolio ManagerAbout the Role:This is an exciting opportunity to lead a property manager for a single client with a regional property portfolio near Bristol. The successful candidate will be responsible for budget setting, cost control, and service charge recovery/administration.Main Responsibilities:Budget settingCost controlService...


  • Bristol, Bristol, United Kingdom Gallagher Full time

    Job DescriptionAs a Senior Pensions Administrator, you will be responsible for administering a portfolio of occupational pension schemes. You will ensure that all tasks and calculations are carried out accurately and promptly, and that you manage your workload effectively to meet deadlines and disclosure requirements.

  • Regional HR Manager

    4 weeks ago


    Bristol, Bristol, United Kingdom The Portfolio Group Full time

    As a Regional HR Manager at The Portfolio Group, you will play a pivotal role in leading employee relations matters. Your ability to remain impartial, assess risks, and communicate effectively will be crucial to your success.Key ResponsibilitiesProvide expert support in employee relations matters.Lead settlement negotiations, mediation, and conciliation...

  • Portfolio Director

    2 weeks ago


    Bristol, Bristol, United Kingdom Coyne & Associates Full time

    Coyne & Associates A leading mid-market private equity house seeks a Portfolio Director to join its South West team. The successful candidate will play a pivotal role in driving value creation and market-leading performance across the fund's portfolio, guiding investee management teams towards success. Key responsibilities include monitoring growth metrics...


  • Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time

    Salary & BenefitsThe successful candidate can expect a competitive salary of up to £35,000 per annum, plus benefits such as hybrid working, a 4-day week after probation, coaching, mentoring plans, 25 days holiday, and their birthday off.Job ResponsibilitiesManaging client accounts from cradle to grave, handling various calls and clients on a daily...


  • Bristol, Bristol, United Kingdom PER, Private Equity Recruitment Full time

    About the RoleWe are seeking an experienced Strategic Portfolio Manager to join our team at PER, Private Equity Recruitment.Job DescriptionBoard Seat Responsibility: This role involves sitting on the boards of multiple portfolio companies, working closely with CEOs and business owners as a trusted strategic advisor.Liaising with Management Teams: You will...


  • Bristol, Bristol, United Kingdom Pertemps Bristol Commercial Full time

    About the RoleWe are seeking a dedicated and experienced Property Manager to join our client, a well-established Lettings and Sales Agency based in North Bristol. This role offers an exciting opportunity to manage your own tenancy portfolio in a fast-paced environment.Key ResponsibilitiesTo effectively manage tenancy portfolios, ensuring timely rent...


  • Bristol, Bristol, United Kingdom Heat Recruitment Ltd Full time

    At Heat Recruitment Ltd, we are seeking an experienced Commercial Insurance professional to take on a key role in developing client portfolios across Commercial lines.Key Responsibilities:Develop client portfolio across Commercial lines, focusing on growing revenue and expanding market share.Identify new business opportunities and implement strategies to...


  • Bristol, Bristol, United Kingdom Amdaris Group Limited Full time

    About Amdaris Group LimitedWe are a leading provider of software solutions, delivering custom software solutions and driving digital transformation. Our expertise spans software development, cloud computing, IT strategy, and digital innovation, helping businesses optimize their technology and achieve their strategic objectives.Job Title: Agile Portfolio...


  • Bristol, Bristol, United Kingdom Clark Wood Limited Full time

    Job DescriptionWe are seeking a Client Portfolio Manager to join Clark Wood Limited in Bristol. This role offers the successful candidate a chance to progress into a senior position within the firm.The ideal candidate will be ACA / ACCA Qualified and have relevant experience working in a Business Services or Accounts focused role in practice.Prior experience...


  • Bristol, Bristol, United Kingdom Portfolio Payroll Limited Full time

    About Portfolio Payroll LimitedPortfolio Payroll Limited is seeking a highly skilled Payroll Manager Consultant to join their team on a fixed-term contract basis.


  • Bristol, Bristol, United Kingdom Workman LLP Full time

    Company OverviewWorkman LLP is a leading property management company with a diverse portfolio of commercial, industrial, and retail properties. Our team of experts works closely with clients to enhance the value of their portfolios.


  • Bristol, Bristol, United Kingdom Unite Students Full time

    Company OverviewUnite Students is a leading provider of student accommodation in the UK. We are committed to delivering exceptional student experiences and providing our teams with the opportunities they need to grow and succeed.Job SummaryWe are seeking an experienced Strategic Portfolio Manager to join our team. The successful candidate will be responsible...