Pensions Technical Associate

Pensions Technical Associate Spider is advertising on behalf of an independent pension administration services company who are seeking a Pensions Technical Associate to join their office-based team in Milton Keynes on a full-time, permanent basis.

Why them:

This respected independent pension administration services company provides tailored, flexible solutions to help individuals manage their savings and retirement plans with confidence and control. They are committed to delivering high-quality technical guidance, strong governance, and regulatory integrity across pensions, tax, investments, and property.

Fantastic company benefits include:

• Competitive Salary:£24,000 - £26,000 per annum (depending on experience)
• Holiday: 20 days annual leave, increasing by 1 day for each full year of service (max 25 days).
• Other: Private medical insurance, Life insurance, sick pay, birthday day off, flexible working

About the role:

As a Pensions Technical Associate, you will play a key role in delivering accurate, compliant, and insightful technical guidance across pensions, tax, investments, and property. Working closely with the Technical Manager, you will contribute to legislative impact assessments, staff training, regulatory reporting, and due diligence processes, ensuring the business maintains high standards of technical and governance integrity. This is a full-time, office-based role working 35 hours per week.

Main Duties and Responsibilities:

• Provide guidance on pension scheme rules, referencing the Pensions Tax Manual, and support the preparation of legislative impact assessments.
• Collate and reconcile data for HMRC returns and maintain product information documents in line with technical requirements.
• Support staff training and development on pensions, tax, investment, and property matters.
• Manage initial new investment enquiries, conduct due diligence, and approve investments meeting pre-approved criteria.
• Produce data for monitoring non-standard investments and manage the technical enquiries inbox, allocating tasks as appropriate.
• Support the Technical Manager with audit, governance reporting, and regulatory oversight of investments and property holdings.
• Provide ongoing technical support and guidance to staff and connected parties on pensions, investments, and property matters.

About you:

As a Pensions Technical Associate, you ll bring experience in pensions administration or technical support, with a solid understanding of HMRC pension tax rules, SIPP investments, and property holdings. You ll be confident interpreting legislation, providing technical guidance, and supporting colleagues with complex queries. With excellent analytical, problem-solving, and communication skills, you ll manage priorities effectively, work collaboratively across teams, and maintain meticulous attention to detail when reviewing technical, legal, and financial information. Professional qualifications such as CII, PMI, CISI, RICS, STEP, or equivalent are highly desirable.

If you have the relevant skills and experience for the Pensions Technical Associate role and would like to apply, please forward an up-to-date CV as soon as possible. We look forward to hearing from you.

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