My client a wonderful business is recruiting a SENIOR PENSIONS & INVESTMENT MANAGER.
This is an experienced Senior Manager - expert in Pensions & Investments to join a Wealth Management company. As a key member of Senior team, you will play a crucial role in overseeing the day-to-day administration of client accounts, managing a team of professionals, addressing complex issues that may arise.
This role is linked to a HIGH salary based on HUGELY STRONG PENSIONS & INVESTMENT SKILLS in a strong business linked across the UK.
Strong Responsibilities required:-
- Provide efficient & consistent administration service to scheme members via the Team
- Ensuring high & accurate standards of work at all times by the Team
- Develop positive communication & working relationships with both clients & internal Advisers
- Identify & resolve problems that may arise with work issues in the Department
- Responsible for running of the Department & work produced, with liaison with Business Administration members in respect of policy document issues & processing of business applications
- Operating under strict regulatory & legislative regulations & follow internal procedures & systems
- Assist development & maintenance of effective systems & processes in the Company
- Support process regular & contributions within Imago database generate & process monthly tax& reclaims
- Support annual allowance statements for clients
- Set reminders for & run regular GAD calculations
- Ensure accurate initial checking of all applications to confirm
- Support preparation of SIPP review sheet & drawdown review illustration when requested by Advisers
- Check processing in accuracy
- Ensure accurate records, updates & responses to client queries, whether via telephone, email or in writing, are actioned in the Team
- Liaise with clients & 3rd party companies by phone & writing
- Management of pensioner payrolls, increases & ensure annual notification of the lifetime allowance used is notified to pensioners in timely manner
- Provide support & expertise in delivering client requests
- Recognise potential instances of fraud & money laundering &, where agreed, report these instances to the Money Laundering Reporting Officer
- Monitor changes in legislation with particular relevance to Company linked to SIPP
- In conjunction with Head of Compliance CISL, ensure ongoing regulatory report requirements met
- Conduct regular reviews of SIPP data, identify issues, implement activities in consultation with Head of Compliance CISL
- Assist Compliance Officer in identifying, investigating & rectifying rules linked to the Company SIPP, & assist fulfilling report requirements
- Ensure the creation, implementation & development of internal systems, in order to meet regular obligations, & improve & efficient working
- Responsible overseeing the Companies Group SIPP, liaising with Team if necessary
- Maintain procedures manual for the Group SIPP to ensure they are up to date
- Ensure confidentiality of all work undertaken
- Ensure procedures relevant in requirements
- Ensure Team is checked to high standard to stop errors
- Production of management Information on an annual basis
- Co-ordinate & plan projects for Team
- Improve efficiency across the team & the rest of the business & implement accordingly
- Main contact for third party SIPP system provider & maintain reviews of outstanding issues monitored & tested to completion
- Complete meetings & annual appraisals for the Team
- Attend Management meetings