Technical Specialist, Senior Review Team
This role offers a great opportunity to establish and grow a career within an ambitious and evolving Fintech.
The Embark Group, (part of the Lloyds Banking Group) journey began in 2013 and we have grown to become one of the UK's largest retirement savings providers. Our capabilities span all types of pension, platform, investment research and consulting, property investment administration, employee benefits and actuarial services.
We have a strong track record of applying the very latest technology to our businesses, alongside smart capital and even smarter people to help each of our businesses grow.
What your day may look like
In your role you will work closely with the operational functions, specifically the Service Recovery and Senior Review functions, to ensure Embark Pensions complies with HMRC and other requirements in the course of providing pension scheme administration services and meeting its duty of care obligations as a trustee.
This role is responsible for ensuring Embark Pensions operates exceptional process and controls, manages strong counterparty relationships (internal and external) and has responsibility for account managing death benefits and Pensions Sharing Orders through to payment/completion.
How will you make an impact
- Building effective relationships with internal and external clients
- Knowledge, interpretation and understanding of HMRC and relevant legislation, regulations and guidance
- Maintaining understanding of governing legislation within the team and wider business
- Working with the operational management team to identify and delivery training where required
- Maintaining records for death and divorce cases and owning reporting from the database
- Responsibility for the account management of death benefit and divorce cases
- Focus on Trustee roles and responsibilities
- Understanding of AML regulations
- Remedial project work and forensic reviews
- Maintaining and demonstrating knowledge of Trust Deed and Rules
- Driving continuous process improvement in operations processing to ensure quality of delivery and risk controls are maintained within the most efficient processes available.
What it takes to be successful in role
- At least 3 years' comparable experience in a complex regulated environment, ideally in SIPP and SSAS administration
- Graduate calibre
- Exceptionally proactive, with the ability to innovate and challenge in support of the business model we are operating
- Full understanding of HMRC requirements
- Knowledge of Pensions Tax Manual
- Exceptional judgment and communication skills
- Solid risk and controls awareness
- Clear communications skills
- Professional qualifications including CF1, CF2, CF4 and FA2 desirable but not essential
What's in it for you
We're committed to ensuring we offer our people a great place to work, with competitive salary, contributory pension plan, life assurance and flexible benefit scheme to allow you to select benefits that are most appropriate for your lifestyle and personal circumstances;
- Competitive annual salary
- 25 days annual leave plus bank holidays
- Birthday leave
- Enhanced Family Leave Policy - Maternity, Paternity and adoption leave
- Contributory pension scheme, 5% employer contributions
- Life Assurance x4
- Annual company and performance-based bonus
- Opportunity to buy or sell leave
- Study support
- Embark Group employee discounts
Our Culture
Embark Group is a growing, vibrant and exciting place to work, we have many social and wellbeing initiatives which ensures we keep our sense of community alive even during challenging times. Our culture is described by our employee’s as one that communicates, listens and involves its people at every level.
We enable our people to work with a positive joint purpose and go the extra mile. We know each other, share information and stay connected. Our people are proud to be part of a culture where we do the right thing by everyone who we are connected with. Our DNA is what makes the Embark Group a great place to work.
Embark Group is an equal opportunity employer. We encourage diversity and are committed to creating an inclusive environment for all employees.
- Department
- Operations & Technical
- Role
- Analyst
- Locations
- Leicester
- Remote status
- Hybrid Remote
- Grade
- 3.0
Leicester
Technical Specialist, Senior Review Team
This role offers a great opportunity to establish and grow a career within an ambitious and evolving Fintech.
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