Pension Administrator - Reconciliations

Salary Description:
£Competitive + Benefits
Location Description:
Glasgow or Cheltenham
Job Role:
Pensions Administrator
Employment Type:
Full-time
Contract Type:
Permanent
Application Deadline:
Unspecified
Posted:
4th April 2024
Recruiter:
Barnett Waddingham
Job Ref:

JOB DESCRIPTION

With over 1600 people across 9 UK offices, we are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. The SIPP Practice Area provides administration and trusteeship services to self-invested personal pension arrangements.  

We have a great opportunity for a finance professional to work in our SIPP team. The purpose of this role is to work effectively within a small team to ensure reconciliations are completed in line with our internal processes and FCA guidelines. This role can be based in our Glasgow or Cheltenham office. (hybrid working)

RESPONSIBILITIES

  • Complete the internal and external client money bank account reconciliations for all accounts in line with FCA Guidelines and in line with internal processes
  • Investigate, resolve and record problems/queries/anomalies relating to the client money bank account reconciliations and monitor on an ongoing basis and within agreed time frames
  • Complete individual/joint bank account reconciliations in line with FCA Guidelines 
  • Investigate, resolve and record problems/queries/anomalies relating to the individual/joint bank account reconciliations and monitor on an ongoing basis and within agreed timeframes
  • Assist with the completion of the monthly Client Money Asset Return
  • Assist with the management of the funding process where needed and reconciliation of payments back to BW
  • Promptly record breaches and ensure they are escalated to senior management 
  • Support any non BAU activity as may be required 
EXPERIENCE / QUALIFICATIONS

  • Knowledge and a good understanding of the Client Money rules set out by the FCA is essential as well as experience of working in an office environment with the ability to communicate well. 
  • Experience of Microsoft Office packages is essential.
  • GCSE grade 5 to 9 or A to C 
BENEFITS SUMMARY

  • Competitive discretionary annual bonus
  • Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading
  • A generous pension scheme where we contribute 8% of your salary from day one of your employment
  • Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
  • A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies

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