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Job Description Pensions Manager

INSERT ORGANISATION NAME & LOGO

 

JOB DESCRIPTION

Job Title

Pensions Manager

Line manager/ Reports to

Insert as applicable e.g. Director

Team

/Department

Insert as applicable

Location

Head office in Braintree or such other location that may be required of the job role

Website details can be inserted here

Job Ref & about the organisation  

Social Media info etc 

Core Objectives

Responsible for the development, performance, governance and administration of the pensions provisions of the organisation to produce an efficient service and delivery solution, maximising efficiency, performance and best value against pre-agreed targets.

 

 

Main Tasks/duties and responsibilities 

 

 

Responsibility to staff and direct the team to

– manage the maintenance, development, performance, governance, administration and delivery of the pensions provision of the organisation to produce an efficient service and delivery solution, maximising efficiency, performance and best value against pre-agreed targets.

– ensuring that the pensions team understands its duties and its role within the organisation

– responsibility to adhere to agreed criteria and budgets and plan to maximise efficiency and performance

– meet your targets and those of the team  and organisation  as a whole

– the smooth running of the of the team and organisation  as a whole

– contribute to training and development of the team

– assist Line Manager in achieving maximum customer satisfaction in accordance with organisation plans

– maintain responsibility for performing all duties in compliance with related legal/statutory regulations, professional duties, responsibilities and obligations  and insert as applicable

 

Day to day responsibilities agreed with your manager to include:

– manage, direct and monitor pensions activities and the overall performance of the team to increase efficiency and maximise performance

– effective liaison, support and assistance with the whole of the organisation and members

– maintain and improve mechanisms for the provision of pensions, including surveying and measuring the governance, performance, administration and outcomes and disseminate feedback to the appropriate persons/entities

– utilise systems to manage pensions functions, analysis and documentation

– direct the development of plans for pensions to include management to achieve targets

– developing plans for pensions progress

– support to all other departments with and pensions related issues

– subject to agreed criteria, recruitment, training, set action and targets, appraise and manage performance, development, coaching and general support of all team members to ensure targets are met

– reporting (content and format as agreed) on a monthly basis or as otherwise required

– assist in developing plans for team activities to include strategy to achieve agreed targets

– delegate authority and responsibility to team with supervision, accountability and review

– manage and maintain contact with internal and external members and client/customers and suppliers

– set an example for team members of commitment, pensions management, administrative diligence, work ethics and habits and personal character

– maintain accurate records

– responsibly use resources and control expenses to meet budgetary controls

– adhere to all organisation policies and procedures

– interact and co-operate with the all members of the organisation and its suppliers and customers

 

From time to time you may be expected to be part of special projects as are reasonably required of your job role.

You are responsible for your allocated workload and must meet all targets as agreed with your Line Manager. You must contribute towards the smooth running of the organisation generally.

Hours

Your usual hours will be from 9am to 5pm. However you will be expected to work as and when necessary to meet the needs of the team and your targets.

Insert as appropriate Your job will be a mixture of travel and office based.

Secondary Tasks/duties

 

 

 

 

The role is part of the whole organisation team and as such requires you to perform such reasonable tasks that are required, as and when necessary, to maintain, promote, develop and expand the business of our organisation and its interests generally.

 

You must carry out your duties to the best of your ability, having consideration for the needs of your colleagues, and the organisation and its clients/customers. You must obey all lawful and reasonable orders given to you and comply with the organisation’s rules, procedures and policies

Management / supervisory responsibilities

 

 

People or equipment

 

People who report to you

You have responsibility for other the team members who will all report directly to you

 

Equipment

You are responsible for the equipment provided to you for use in your job role and to your team. This means you must ensure that equipment is used in accordance with training provided, the entire organisation’s policies and procedures and the law and using, where applicable any safety equipment or Personal Protective Equipment provided. You are responsible for ensuring that the equipment used by the team is maintained and can be used/operated at all times.

Essential Abilities/ Competencies of this job role

You need

– qualifications sufficient to perform the job role – insert as applicable e.g. Diploma in Pensions Administration

– languages required  insert as applicable e.g.  English, French

– experience in this type of job role  insert as applicable e.g.  minimum 5 years

– experience in  insert as applicable for role, depending on type of pensions required

– membership of  insert as applicable e.g. Pensions Management Institute (PMI) or Chartered Insurance Institute (CII)

– thorough understanding of pensions management, investment diligence, requirements and dynamics

– to be able to use software – insert specific software as appropriate

– ability in pensions management and member/customer/supplier relationship management

– leadership with ability to drive a team

– proven ability to coach and develop others

– high degree of integrity and honesty in all dealings

– excellent analytical, interpersonal, organisational and communication skills.

– ability to work under pressure

– full driving licence

Insert anything else as required

 

You need to have and maintain (with regular training and updates as necessary) the knowledge, technical skills and qualifications that are necessary to perform your job role to comply with the requirements of the organisation and any applicable rules, regulations, (particularly of any professional body) and with any law which applies to your job role.

Special working Conditions

You may be expected to work in accordance with the organisation’s overtime policies.

Insert following if applicable – The nature of your role will require you to travel within the area that your team covers. However, from time to time you may be expected to travel outside that area as the job role requires.

 

Salary level C – £45,000
Benefits insert details of any benefits

Approved by Name

John Smith

Job Role

Insert details as applicable

Date approved

10/11/2012