Marshall Moore Recruitment Limited

The Company: Leading UK Wealth Manager with strong scale Reputation for long-term client relationships Growing and evolving business - one of the top wealth managers in the UK market What they offer: Hybrid working Opportunity to lead a large team to success Focus on continuous improvement Able to buy and sell holidays Excellent pension and health care scheme The Role: Leading and supporting the Client Reporting team of 12, ensuring work is delivered to a high standard and within agreed timelines Overseeing the creation, validation and distribution of client reporting materials Ensuring reporting outputs meet regulatory and disclosure requirements Coordinating specialist reporting for high-net-worth clients and regulatory data submissions Producing and reviewing management information and performance metrics to monitor service delivery Driving improvements to process efficiency, quality and client experience Working closely with stakeholders across the business to manage priorities and expectations Maintaining strong operational controls, governance and resilience within the function Supporting the ongoing development and performance of team members The ideal candidate: Strong leadership skills and background in people management (minimum of 3 years) Wealth and Investments background IOC qualification preferred but not essential Excellent stakeholder management Ability to work well in a pressurised environment

The Company: A growing and well-respected Financial Services organisation Works with a wide range of employers to support employees in improving their financial futures A collaborative, supportive environment with a strong focus on service quality and continuous improvement The Benefits: Competitive salary and benefits package Impressive City Centre Offices Fantastic company culture Support towards professional qualifications and ongoing development Clear opportunities for progression as the business continues to grow The Role: Administer a wide range of pension activities, ensuring accuracy and compliance at all times Process new business applications from initiation through to completion Manage pension transfers, including liaising with providers and tracking progress Handle ongoing servicing tasks such as contributions, adjustments and scheme updates Administer retirement benefits including drawdown, annuities and death benefit cases Process monthly pension payroll accurately and on time Allocate and reconcile client funds in line with regulatory requirements Respond to enquiries from clients, advisers and third parties via phone and email Support regulatory reporting and flag any risks, issues or breaches Work closely with internal teams and external providers to deliver a high-quality service The Ideal Candidate: Previous experience in pension administration is essential Good understanding of pension regulations and industry standards High attention to detail and strong accuracy skills Proactive, adaptable and keen to learn Apply now for more information!