Pension Technical Specialist

  • Location

    Newcastle upon Tyne

  • Discipline:


  • Job type:


  • Salary:

    Competitive Salary

  • Consultant:


  • Email:


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  • Published:

    over 2 years ago

The successful candidate will be responsible for supporting the business with all technical pension queries.

The ideal candidate will be a pension professional who has experience working in a technical and/or operations role within a pensions operational business. You will have broad industry knowledge and be passionate about providing first class retirement solutions.

The role will involve:

  • Support the pensions operations team with day-to-day technical queries.
  • Support the business in reviewing regulatory requirements in relation to pensions and updating operational policies and procedures.
  • Work with business partners (e.g. OAC and SIPP Pro) to impart appropriate technical information and updates.
  • Support the business to ensure compliance with company procedures, legislation and regulations.
  • Provide technical sign off to new or amended procedures and, documentation thus maintaining integrity of product documents and information provided.
  • Oversee and/or assist with research or technical issues relative to regulatory and/or administrative issues.
  • Prepare informative technical bulletins for internal stakeholders periodically.
  • Prepare and present training materials for internal stakeholders.
  • Monitor regulatory developments, assess and ensure appropriate controls are put in place for those that impact the firm.
  • Ensure that regulatory returns are submitted within set deadlines.
  • Collating and presenting monthly reports to the Board and relevant committees.
  • Analysing and interpreting current and impending pensions and taxation legislative developments impacting on the business, and disseminating information for internal and external stakeholders.
  • Working closely with colleagues with respect to product development.

Key Requirements:

  • Proficiency in Microsoft Office (in Particular Excel) is a must.
  • Experience with SIPP back office systems such as SIPP PRO is an advantage
  • Professional qualifications in financial services and specifically pensions topics are required.