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With over 1500 people across 9 UK offices, we are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Each individual delivers on our shared values and our commitment to ensuring the highest levels of trust, integrity and quality. We aim to continue our growth by recruiting talented and committed individuals that have the desire to learn and develop. We strive to employ staff who share our values and can bring special skills – enhancing the service that we provide to our clients.

We are recruiting for TWO roles: a Trainee Accounts & Treasury Administrator and a Pension Fund Accounts & Treasury Administrator for our Pension Administration business area. This role can be based from our Liverpool, Birmingham, Bristol, Cheltenham, Glasgow or Leeds office (hybrid home/office working).

The Pension Administration Business was established in 1993.  Our core business is the provision of services to trustees of UK occupational pension schemes DB, DC, CARE, cash balance – and we will do this as a stand-alone “admin-only” appointment or in conjunction with services provided by other Barnett Waddingham Practice Areas.  This role reports into a Treasury Team Leader, Pension Fund Accounts Manager or Associate as agreed. 

Responsibilities

A team leader manages each team and work is carried out in accordance with the Pension Administration Practice Area’s control environment procedures and Customer Care ethos which are in place to ensure accuracy and timeliness of the services for clients.

• Maintenance and reconciliation of accounting and banking records
• Reconciliation of pooled investments and AVC funds and assist with the reconciliation of more complex investments
• Preparation of statutory pension scheme trustee reports and other accompanying information for a portfolio of clients ensuring that legislative timescales and client requirements are met
• Assist with the provision of financial management information for clients
• Deal with the audit process, liaising with auditors, clients and third parties as required
• Maintain effective client relationships with trustees and auditors
• Check work of other team members as appropriate, ensuring accuracy and compliance with procedures and legislation including the Statement of Recommended Practice, as agreed
• Attend audit planning and completion meetings, when required
• Encourage the team to look for efficiency gains 
• Project based work, as agreed from time to time
• Carry out activities in line with agreed service levels and legislative timescales
• Ensure that client and auditor concerns or complaints are raised with the reporting Partner and dealt with immediately
• Develop a clear understanding that procedures, practices and systems are maintained and developed to support the accounts services and comply with Barnett Waddingham’s AAF requirements and Business Management System
• Demonstrate an awareness of the SORP
• Support effective team working and be willing to ask others for support
• Support, implement and maintain Information Security procedures and activities in accordance to Barnett Waddingham’s Information Security Policy, and other Barnett Waddingham accreditations and awards
• Any other reasonable task as advised from time-to-time
• A strong understanding of Microsoft Office programmes, in particular Excel, Word and Outlook

The above is intended to describe the general nature and responsibilities of the role and is not intended to be an exhaustive list of all duties or responsibilities of employees in this role

Experience/Qualifications

• Minimum of GCSE Grade “5” or “C” in Maths and English at grade C or above are essential  
• With some technical knowledge, the ideal candidate will be looking to undertake the AAT qualification and will have previous experience working in an accounting or financial services industry
• Knowledge of the pensions industry would be advantageous but is not essential 
• A willingness to make progress towards further professional qualifications would be a benefit; however, proven experience in the role is more desirable than other academic achievement

Key Deliverables (Objectives)

Client satisfaction

Keen to develop new skills and enjoy a challenge

Willingness to work towards a professional qualification

Build strong effective client and team working relationships

Excellent time management and organisational skills

Good communication skills

Here is a summary of our benefits: 

Competitive discretionary annual bonus 

Life assurance (4x up to 10x)

Group income protection up to 65% of salary

Private medical cover from Day One

25 days holiday per year and up to 30 days with holiday trading

Generous pension scheme (we contribute 8%)

Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm)

Employee Assistance Programme 

Complimentary fresh fruit, hot and cold drinks in all our offices

Paid volunteering day per year as a commitment to our Corporate Social Investment

Support your favourite charity with the "Give as You Earn" option

Match-funding for individuals raising money for a recognised charity

Corporate social investment programme 

Funded training and professional development 

Lots of clubs, sporting events, social, cultural and belief groups across our offices 

Tech scheme

Cycle to work scheme

Healthcare cash plan

Health assessments

Subsidised Dental cover

Subsidised Critical illness cover

Subsidised extension of private medical cover or life assurance to family members

Discounted gym membership

Subsidised Travel insurance

Broad range of cash back offers and discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies

Accessibility

If you have a disability, learning difficulty, medical condition, or individual need, which you believe may affect your performance during our selection process, we’ll be happy to make adjustments to our processes to enable you a fair opportunity to showcase your skills.

Please visit AbilityNet should you benefit from advice on making your device easier to use if you have a disability. Should you require information in a different format, have other accessibility or reasonable adjustment requirements or if you find any problems not listed on this page, please contact us 

Postal applications should be sent to: Resourcing & Talent Acquisition, Barnett Waddingham, St James’s House, St James Square, Cheltenham, Gloucestershire, GL50 3PR

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