Pensions Portfolio Manager
2 days ago
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.
-
Portfolio Management Officer
2 weeks ago
Bristol, Bristol, United Kingdom Portfolio Credit Control Full timeKey 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...
-
Pensions Portfolio Manager Assistant
2 weeks ago
Bristol, Bristol, United Kingdom Gallagher Full timeWe 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...
-
Pension Administration Manager
2 weeks ago
Bristol, Bristol, United Kingdom XPS Pensions Group Full timeEstablish 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...
-
Senior Pension Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Gallagher Full timeAbout 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...
-
Payroll Operations Manager
4 weeks ago
Bristol, Bristol, United Kingdom Portfolio Payroll Full timeJob 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...
-
Recruitment Specialist for Pensions Industry
3 weeks ago
Bristol, Bristol, United Kingdom Procentia - Pensions Software Solutions Full timeUnlock 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...
-
Investment Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom Coyne & Associates Full timeUnlocking 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...
-
Property Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Beach Baker Property Recruitment Full timeJob 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...
-
Senior Pension Fund Manager
2 weeks ago
Bristol, Bristol, United Kingdom Gallagher Full timeJob 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 timeAs 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 timeCoyne & 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...
-
Client Portfolio Manager
3 days ago
Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full timeSalary & 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...
-
Strategic Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom PER, Private Equity Recruitment Full timeAbout 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...
-
Real Estate Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom Pertemps Bristol Commercial Full timeAbout 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...
-
Commercial Lines Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Ltd Full timeAt 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...
-
Agile Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Amdaris Group Limited Full timeAbout 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...
-
Client Portfolio Manager
4 days ago
Bristol, Bristol, United Kingdom Clark Wood Limited Full timeJob 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...
-
Payroll Manager Consultant Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Portfolio Payroll Limited Full timeAbout Portfolio Payroll LimitedPortfolio Payroll Limited is seeking a highly skilled Payroll Manager Consultant to join their team on a fixed-term contract basis.
-
Property Portfolio Manager
4 days ago
Bristol, Bristol, United Kingdom Workman LLP Full timeCompany 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.
-
Strategic Portfolio Manager
4 weeks ago
Bristol, Bristol, United Kingdom Unite Students Full timeCompany 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...