Pensions Team Leader Job Description Template
Our company is looking for a Pensions Team Leader to join our team.
Responsibilities:
- Responsible for GMP reconciliations and resulting queries;
- Run pensions payroll on resource link and Altair;
- Check accuracy of the preparation, processing and payments of LGPS pension benefits to scheme members;
- Responsible for preparing all HMRC returns in respect of pensions;
- Responsible for setting up new employers on I-Connect;
- Verify and check calculations, recordings and notifications of all pensions related benefits including refunds, transfers, preserved benefits;
- Assist the Pension and Investment manager with the implementation of new strategies and regulatory changes;
- Updating of deferred member records;
- Responsible for calculating and producing Annual Allowance and Life Time Allowance statements;
- Building and maintaining good relationships with clients and advisers;
- Ensuring that client deadlines, all internally agreed key performance indicators, service standards and regulatory reporting requirements are met;
- Proactively identifies risk within the department and escalates concerns appropriately;
- Informing clients and financial intermediaries of specific matters or issues affecting their schemes, especially actual or potential problems;
- Receiving instructions and ensuring that any task activity is accurately completed;
- Informing clients and financial intermediaries of specific matters or issues affecting their schemes,
Requirements:
- Drive to continually improve your knowledge and skillset;
- Customer focused;
- Ability to identify and process data;
- Strong administration skills;
- At least 6 months management or team lead experience;
- At least 3 years pensions experience.