Pensions Executive

An excellent opportunity has arisen within our international pensions company to form part of a highly skilled and experienced pension team in our fast-growing Malta office. This is a great opportunity for an individual to develop their knowledge in pensions and work within a dynamic environment.

The role involves all aspects of administration from onboarding members to being involved in investment specialisation.  

You will provide a high level of support to meet the needs of all of our clients. You should possess excellent communication skills and the ability to work on your own initiative and under pressure within a busy environment. You should be fluent in English.

Remuneration is competitive and dependent on experience and qualifications.

If you are interested in this vacancy, please send your CV to [email protected].

Typical responsibilities:

• Assessing and processing application forms, KYC, welcome packs, investment packs, discharge forms, investment forms, dealing instructions, withdrawal instruction, IFA fee requests and all payment requests. 

• Calculate income and lump sum payments adhering at all times to the rules of HMRC and the Retirement Pensions Act. 

• Set up trades for foreign currency exchanges and ensure funds are sent before the deadline. 

• Ensure all retirement benefits reach Members on their due date and that IFA fees and annual management fees are paid on time. 

• Review the HMRC report and ensure that it is submitted on time. 

• Liaise with Investment Companies, Ceding Pension Companies, IFA’s and Members. 

• Ensure the conformance with turnaround times, policies and procedures in line with the license conditions and regulatory standards.

• Maintain good client relationships.

• Keep up to date with amendments to pension legislation and regulations.

• General adhoc administration tasks as and when required.

• Report to the Pensions Manager. 

Requirements

• Pension, Fund or Insurance experience would be advantageous but not essential as full training is provided. 

• Strong verbal and written communication skills (English).

• Good business writing skills.

• Be able to work on own initiative and manage multiple tasks.