Head of Pension and Investment Administration.

Henley on Thames | Pensions and Investments | up to £80,000

2 April 2024

Our long-standing client has experienced substantial growth in recent years, as a result they are now seeking a qualified Administration Manager to join their senior management team and head up their Pension and investment Administration team, based in Henley on Thames.

As head of department, you will be responsible for managing a small team of professionals, overseeing the day-to-day administration, projects and resolving complex issues which have been escalated.

This is a technical role and a relevant qualification such as the CIIFA2- Pensions Administration module is required, as part of the Fit & Proper assessment under SMCR.


Key duties include:

  • Provide an efficient and consistent administration service to scheme members
  • Ensure high and accurate standards of work at all times by the individual and the team
  • Identify and resolve problems that may arise with day to day work issues in the department
  • Assist in the development and maintenance of effective systems and processes within the Organisation
  • Responsible for the day to day running of the Department and work produced, with some liaison with Business Administration members in respect of policy documentation issues and processing of new business applications
  • Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner
  • Overseeing of check processes to ensure accuracy
  • Ensure that accurate records, updates and responses to client queries, whether via telephone, email or in writing, are actioned.
  • Ensure accurate initial checking of all applications



  • Relevant qualification such as the CIIFA2- Pensions Administration is essential
  • Experience within the Pensions Industry and especially with Money Purchase and SIPPs
  • Ability to process manual calculations relating to contribution tax rebates, income tax calculations and other SIPP related computations for cross-checking purposes
  • Good working knowledge of Intelliflo, Volume and Imago databases
  • Good working knowledge of the concepts of HMRC rules and practice, and the wider regulatory obligations
  • Sound understanding of the operation and application of SIPPs.
  • Good knowledge and understanding of the Statements of Principle for Approved Persons
  • Previous experience of managing a small team


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