Reporting Administrator - Pensions

Our client, a prestigious Wealth Advisory Firm is looking for a Reporting Administrator to join their growing operations team. This is an excellent opportunity for a candidate looking for development and progression.

Responsibilities 

• Preparing, cross checking and issuing annual reports for self-administered pension schemes PRB's & ARF's. This involves a detailed reconciliation of all accounts and assets held in pension funds.
• Generating and issuing the SORP’s for the pension funds.
• Preparing any necessary deeds relating to pension funds.
• Client liaison in relation to administration matters.
• Supporting Client Managers in relation to administrative issues.
• Dealing with revenue queries relating to pension funds.
• Preparing, cross checking and winding up self-administered pension schemes.
• Supporting and training other members of the team.
• Preparing Eurostats.
• Dealing with complex cases.
• Meeting monthly targets.
• Schedules all activity to ensure all work is delivered within agreed internal turnaround times and external compliance timings.
• Consistently improves own productivity on processes in which competency is held.
• Ensure all processes are completed to a high quality & in a fully compliant manner.
• Ad hoc projects as they arise.

Requirements

• QFA (or part there of), APA (Pensions), RPA and PTP qualified are advantageous qualifications for this role but are not essential
• Minimum of 1 years’ experience in the pension industry, preferably in the reporting/audit area.
• Strong mathematical background (numerical and reconciliation skills).
• Excellent working knowledge of Excel.
• An ability to plan and organise.
• Ability to operate as part of a team.
• Be flexible and adaptable when required.
• Confidential and reliable.
• Disciplined in working to deadlines.
• Experience /knowledge of financial services processes
• Enthusiastic and capable of working on own initiative.
• Excellent computer skills (CRM, Word, Outlook and Excel).
• Strong communication skills.
• Ability to pay strong attention to detail