Pension Fund Accountant

1 month ago


Bristol, United Kingdom Gallagher Full time

Overview

Gallagher is seeking an experienced and qualified Pension Fund Accountant to provide outstanding treasury and accounting services to our Pension Scheme clients. You will ensure that the accounts for a portfolio of occupational pension schemes are managed to the highest standards and within contractual deadlines, adhering to all legal and regulatory requirements. How you'll make an impact Complete the preparation of annual accounts for clients, adhering to SORP and AAF standards. Coordinate with clients, account managers, and auditors to finalize accounts within statutory deadlines. Maintain integrity across all accounting transactions, including postings and schedule maintenance. Prepare investment reconciliations and quarterly financials for client reports. Support Actuaries and other professionals with financial information as per agreed timelines. Provide ad hoc information to clients, trustees, and other stakeholders as required. Review monthly reports, manage bank reconciliations, and attend audit meetings. Handle audit queries and complete required HMRC and other returns. Offer guidance to Admin teams and assist colleagues as needed. Participate in peer reviews, timesheet completion, training, and performance reviews. About You Minimum of 2-3 years in pension scheme or investment accounting with client-facing experience. Recognized accountancy qualification (ACA, ACCA, CIMA) preferred, though qualified-by-experience applicants will be considered. Strong logical problem-solving abilities, data processing skills, excellent time management, and attention to detail. Strong numeracy skills Skilled in direct client interaction, excellent written and verbal communication, and feedback delivery. A commitment to exceptional customer service with accountability to clients and stakeholders. Self-motivated, independent, and open to suggesting improvements. Proficiency in Microsoft Office and knowledge of Cashfac or Open Accounts systems is an advantage. Ability to mentor and motivate junior team members. #LI-TM2 Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…

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