Pensions Technical Specialist

Are you keen to make a difference in a dynamic organisation? Do you have a passion for putting the customer at the centre of everything you do?

We’re a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders.  Our core areas include: bespoke pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more.  We currently have £33bn Assets Under Management and are still growing.

This role is with Rowanmoor Executive Pensions Limited, part of the Embark Group.

What you’ll do

In your role as Pensions Technical Specialist in Salisbury,you will work in a supportive, friendly working environment and be part of a great team.

Successful candidates will have strong customer service skills and a professional, helpful approach.

Key Accountabilities

Working within the Pensions business area you will provide solutions to business requirements, provide technical, training and coaching support as required alongside effective management of a portfolio of complex member directed Pension Schemes/Plans.  In this fast-paced environment your duties will include:

  • Ensure own work is processed in accordance with SLAs and internal deadlines.
  • Take responsibility for dealing with more complex queries and transactions for the business area as directed by Client Portfolio Team Manager
  • Promote the culture, conduct & behaviours required to support good customer outcomes, setting an example to the team at all times. 
  • Proactively examine specified process areas to see how a process can be improved or new ones introduced to enhance business performance and efficiency. 
  • Takes personal responsibility for ensuring documents and transactions are verified correctly and in accordance with the verification process to minimise risk.
  • Continuous review of HMRC, FCA & TPR  legislative practices and changes relating to all SSAS/SIPP/FPT administration and business products, imparting information to administration teams and the business area through the appropriate channels. 
  • Act as reference point for colleagues, providing coaching and mentoring where required in consultation with Client Portfolio Team Manager.
  • Awareness of and adherence to Company/Departmental and product specific procedures and policies.  
  • Provide appropriate reports and models to inform the decision making process and analyse business data to provide input to resource or business planning. 
  • Contribute technical expertise where required and continuously maintain and apply specialist and detailed technical expertise and the understanding of different organisational departments and functions.

Who you are and the experience we’re looking for

Delivering excellence is no easy task, particularly when you are transforming a business. So we’re looking for someone with the right experience and behaviours to join our team. The 'DNA’ we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you will need to have:

  • At least 3 years experience in a technical role with previous experience of managing a portfolio of member-directed Schemes/Plans with strong technical expertise in all areas of SSAS/SIPP/FPT.
  • Experience of training, coaching and mentoring colleagues.  
  • Ability to remain calm under pressure, whilst meeting quality standards and deadlines. Able to build strong working relationships with both internal and external stakeholders. 
  • Technical expertise in all areas of SSAS/SIPP/FPT and previous experience of managing a portfolio of member-directed schemes. 
  • Current knowledge and understanding of FCA regulations, HMRC and TPR regulations and legislative practices, demonstrating an understanding of how these impact on member-directed pension schemes. 
  • Strong communication and listening skills with the ability to be flexible whilst maintaining a committed approach to the organisation. 
  • Set high standards for quality and quantity and work in a systematic, methodical and orderly way. Strong numeracy and literacy skills. 
  • Sound knowledge of all Microsoft Applications.   
  • Minimum GCSE Maths & English grade C or equivalent. 

Why join us

Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital.

We believe in transparency and meritocracy; we want to give all of our people the opportunity to be the best they can be, sharing in our future success.

Our family of companies include:

The Adviser Centre – a free-to-air, online fund research and consultancy service, dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market.

EBS Pensions Limited – developed over the last 20+ years into a leading SIPP and SSAS provider, with over 15,000 clients and £2.8bn assets under administration.

The Embark Platform – a low-cost retirement-focused platform for financial advisers built on cutting edge and market leading FNZ technology.

Hornbuckle – one of the UK’s leading independent specialist pension providers, Hornbuckle has excelled in self-invested pension provision for more than three decades.

Rowanmoor – the UK’s largest independent SSAS provider and a provider of bespoke SIPPs and Family SIPPs.

Vested – a collaboration between Embark Group and Mazars LLP. Together we bring the very best in employee benefits and workplace savings to small and medium sized employers (those with between 100 and 750 full time employees).

Embark Corporate Services – is the provider of centralised Corporate Support to the Embark Group. Our approach is simple, we provide excellence in service to support the Group in being a world class full-scale retirement solutions provider.

 You will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, disability or age.

 Apply now and join us on our journey.


Or, know someone who would be a perfect fit? Let them know!


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