Senior Pension & Investment Administration Manager

  • Location

    Henley-on-Thames

  • Sector:

    Office & Professional

  • Job type:

    Permanent

  • Salary:

    £45000 - £47000 per annum, Benefits: Bonus

  • Contact:

    Nicky Jeffs

  • Contact email:

    njeffs@meridianbs.co.uk

  • Contact phone:

    01993 709977

  • Job ref:

    NJ-2

  • Published:

    20 days ago

  • Expiry date:

    2021-02-07

  • Startdate:

    2021-01-08

  • Consultant:

    Nicky Jeffs

Fantastic career opportunity to help manage the Pensions & Investment Administration department of this highly regarded wealth management firm in Henley-On-Thames.
Main Purpose of the Role: 
The role requires a senior competent and experienced administrator with strong technical knowledge in SIPPs, with a minimum of three years’ experience working in a similar role, who can oversee and manage the team and the day to day administration of clients 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 also be responsible for the completion  of monthly, quarterly and annual tasks including all reporting to HMRC.
Skills and Knowledge Requirements:
  •  Ability to manage own workload and work within a small team
  •  Knowledge of business processes, standards, policies and procedures
  •  Experience within the Financial Services Industry
  •  Exceptional communication skills at all levels
  •  Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume, Imago and Pulse dealing system
  •  It would be preferable for them to hold a relevant qualification such as the CII FA1 or FA2
  •  The Administrator should have a sound understanding of the operation and application of Pension administration
  •  There needs to be a good working knowledge of the concepts of HMRC rules
On offer is an excellent benefits package to include, Bonus, 25 days holiday plus bank holidays, Pension, flexible benefits.