Pensions Executive

Our client specialises in retirement planning.

• Review and process a range of pension-related documentation, including application forms, KYC documentation, investment instructions, withdrawal requests, and payment requests;
• Calculate income payments and lump sums in accordance with HMRC regulations and the Retirement Pensions Act;
• Set up and manage foreign currency trades, ensuring funds are transferred within required deadlines;
• Ensure retirement benefits, advisory fees, and management fees are processed accurately and on time;
• Review and prepare HMRC reports, ensuring timely submission;
• Liaise with investment companies, pension providers, IFAs, and members to ensure smooth processing of requests;
• Ensure all processes are completed within established turnaround times and in line with regulatory and internal requirements;
• Maintain strong relationships with clients and stakeholders;
• Stay up to date with changes in pension legislation and regulatory requirements;
• Provide general administrative support and assist with ad hoc tasks as required;
• Report directly to the Pensions Manager on ongoing tasks and issues.

• Minimum of 1-2 years’ experience in pensions, funds, insurance, or a related financial services environment;
• Strong written and verbal communication skills in English;
• Good business writing skills;
• Ability to manage multiple tasks and work independently.

• Strong attention to detail and accuracy;
• Good organisational and time-management skills;
• Ability to work independently while maintaining a team-oriented approach;
• Proactive and responsible attitude towards tasks;
• Strong communication and interpersonal skills.

*Please note that all job applicants will be automatically added to the Broadwing LTD candidate database and will receive an automatic email with user credentials to benefit from our online platform.