Reed Financial Services are pleased to be representing a medium size firm of directly authorised independent financial advisers with offices in the centre of Bristol. The firm was established over 35 years ago and specialises in retirement advice with a bank of over 800 clients. They are a proactive organisation, and the workflow is high.
They seek a Pensions Manager to join their team, who would oversee all group pension schemes and be a people manager of up to 2 persons.
The successful candidate must have strong pensions knowledge and leadership experience. In return a competitive package can be offered plus hybrid working dynamic.
Duties will include.
- Managing workflow of pensions department
- Dealing with day-to-day queries from employers and pension scheme members
- Dealing with new and existing Group Personal Pension schemes i.e. policy changes/deaths/leavers etc Currently 80 pension schemes
- Dealing with members taking retirement benefits - Setting up Annuities, Drawdown Accounts and processing income payments
- Processing monthly pension contribution submissions to providers
- Producing Annual Pension Scheme Review reports for employers
- Knowledge of Auto-Enrolment and cyclical re-enrolment/Redeclaration of Compliance
- Production of Pension Scheme Certification
- Ideally some knowledge of Group Life/Group Income Protection/Group Medical Schemes – getting quotes and renewing/rebooking existing schemes
- Dealing with Pension Transfers
- Invoicing employers
- Annual pension scheme presentation to employers/employees and individual pension surgeries
Not an exhaustive list but these are the main duties. The management of the department will be key so need someone with experience but strong management skills.
If you hold the relevant Pensions experience and keen to explore please do not hesitate to reach out and I will endeavour to help. Please either send your cv to or call