Technical Specialist, Senior Review Team

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 within Embark Services Limited, part of the Embark Group.

 

 

What you’ll do

 

In your role you will work closely with the operational functions, specifically the Service Recovery and Senior Review functions, to ensure Hornbuckle Trustees Limited 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 Hornbuckle 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.

 

Key Accountabilities

 

  • 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
  • Account management of death benefit and divorce cases
  • Maintaining records for death and divorce cases and owning reporting from the database
  • 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.

 

 

Who you are and the experience we’re looking for

 

  • At least 3 years' comparable experience in a complex regulated environment, ideally in SIPP and SSAS administration
  • Graduate caliber
  • 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.

 

 

 

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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SALISBURY  ∙  View all open roles here ›  

SWINDON ∙  View all open roles here ›  

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