Jobs » Client Portfolio Team Leader

Client Portfolio Team Leader

Rowanmoor Executive Pensions Limited

In your role as Client Portfolio Team Leader you will be working a team in accordance with standards and controls for the specific member-directed pension scheme.

What you’ll do

In your role as Client Portfolio Team Leader in Salisbury, you will be working a team in accordance with standards and controls for the specific member-directed pension scheme, ensuring clients are provided with a personal, portfolio based service and a high level of customer care.

Administrators are responsible for managing the client relationship for a portfolio of schemes and all aspects of pension’s administration from processing new applications through to drawdown/payment of death benefits.

Key Accountabilities

Once trained you will be responsible for providing a full pension administration service to clients and their advisers within a complex book of business due to the asset mix of the book. In this fast-paced environment your duties will include:

  •  Arranging the establishment of new pension schemes
  •  Dealing with a wide variety of complex investments
  •  Agreeing and paying pension benefits
  •  Liaising directly with clients and their professional advisers
  •  Filing reports with HM Revenue & Customs as required
  •  Providing good customer outcomes


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:

  • Minimum GCSE Maths & English grade C or equivalent
  • Educated to A level standard or equivalent
  • At least 3 years’ experience of administering member-directed pension schemes
  • Proven administration skills with the ability to able to work in an organised systematic manner
  • 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
  • Sound knowledge of all Microsoft Applications
  • Strong organisational skills
  • Excellent written and oral communication skills
  • Strong numeracy and literacy skills
  • Good communication skills, with the ability to structure communication to meet the needs of the client
Closing Date:
22nd February 2019

Rowanmoor Executive Pensions Limited

Rowanmoor Executive Pensions Limited

Rowanmoor House
46-50 Castle Street
T: 08445 440 573


Human Resources
Rowanmoor House
T: 03445 440684

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