Pensions Team Leader

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 Team Leader in Salisbury,  you will work in a supportive, friendly working environment and be part of a great team.

Our Team Leaders work closely with the Client Portfolio Team Manager within the Pension Administration team in order to provide solutions to business requirements. You will assist with daily operational responsibility to manage and support a Pensions Administration Team whilst working with the Client Portfolio Team Manager so that business, departmental and individual objectives are achieved whilst ensuring adherence to regulatory requirements and Company governance standards. You will provide internal and external customers with an efficient service and good customer outcomes.


Key Accountabilities

Once trained you will be responsible for providing a full pension administration service for your own portfolio of clients. In this fast-paced environment your duties will include:

  • Manage a portfolio of Schemes/Plans, taking on more complex and/or difficult cases where required.
  • Ensure own work is processed in accordance with SLAs and internal deadlines. Assist Line Manager to monitor and manage Team work flow and resource allocation. 
  • Promote the culture, conduct & behaviours required to support good customer outcomes, setting an example to the team at all times. 
  • Support Line Manager to direct, manage and support a team to deliver high quality performance, in line with business and departmental aims. 
  • Ensure that own and team members’ working practices comply with regulatory, compliance and legislative requirements. 
  • Awareness of and adherence to Company/Departmental and product specific procedures and policies, working by example in line with Company values. 
  • Contribute technical expertise where required and continuously maintain and apply specialist and detailed technical expertise and the understanding of different organisational departments and functions.
  • Maintain an awareness of HMRC, FCA, TPR & legislative practices and changes relating to all pension administration and business products ensuring all legislative and reporting deadlines are met. 
  • Contribute to change whilst maintaining a positive can-do attitude. Complete a range of other ad hoc duties or tasks to ensure deliverables are met.  Deputise in Team Manager's absence, seeking support from SIPP Operations Director where required. 

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 an operational role with previous experience of managing a portfolio of member-directed Schemes/Plans with strong technical expertise in all areas of SSAS/SIPP/FPT.
  • Ability to remain calm under pressure, whilst meeting quality standards and deadlines. 
  • Able to build strong working relationships with both internal and external stakeholders. Possess a sound knowledge of Company products and the financial services sector, in particular member-directed pensions. 
  • 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, literacy skills and 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!

OUR OFFICES

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SALISBURY  ∙  View all open roles here ›  

SWINDON ∙  View all open roles here ›  

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