Flexible working
Career development
Latest technology

Senior Pension Plan Accountant

Salary Competitive
Location Birmingham, Edinburgh, Glasgow, London
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. They play a key part in providing our clients and members with a market-leading service on Defined Benefits (DB), Defined Contribution (DC) and CARE pension arrangements.  

We currently have an exciting opportunity to join this department as a Senior Pension Plan Accountant, within our Client Finance team in our Birmingham, Edinburgh, Glasgow or London Office.

What will your role look like?
You will maintain an efficient and high quality pensions accounting service to allocated clients, whilst also aiding and developing less experienced members of the team and assisting your colleagues.

Though this is a varied role, your key tasks will include:

  • Oversee the preparation and review Pension Scheme Trustee Reports & Accounts in line with Statements of Recommended Practice (SORP).
  • Maintain ledgers and review quarterly financial statements.
  • Ensure investment portfolio accounting is delivered in line with SORP and Scheme accounting policies.
  • Implement changes in line with statutory legislation and Accounting Standards of Recommended Practice.
  • Review cash flow forecasting, management accountant and budgeting.
  • Complete Inland Revenue processes for Self-Assessment and VAT.
  • Liaise with auditors to resolve queries and to ensure completion of Report & Accounts
  • Represent the team in Trustee meetings, presenting reports and accounts.

To enjoy and succeed in this role, you will have:

  • Recent experience of preparing annual pension scheme reports and accounts in line with SORP.
  • Detailed and up to date knowledge of legislation relating to both DB and DC pension arrangements.
  • Experience of working in a team with a collaborative, consultative approach.
  • The ability to juggle multiple tasks and plan and organise your workload effectively.
  • Exceptional communication skills, demonstrated through your ability to be clear and concise in communications with clients, members and colleagues.
  • The ability to work well as part of a team and lead by example, including aiding in the coaching and development of junior colleagues across the firm.
  • Able to produce work with a high level of accuracy, with a strong attention to detail.

Ideally, we would be looking for candidates to hold a professional qualification such as ACCA, ACA or CIMA (or be working towards one of these). However, we would also be open to applications from candidates who could bring a knowledge of the UK pensions market from relevant industry experience.

A more detailed list of requirements for this position is available within the role profile – which is available on request.

In addition to a competitive salary and access to our profit share scheme, we offer:

  • A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
  • A collaborative and encouraging work environment where your thinking and ideas are encouraged.
  • On site mental health and wellbeing assistance.
  • A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
  • Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
  • Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments.

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment. 

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment.  We love innovative, independent thinking and want everyone to share their ideas.  

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards. 

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.   

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know. 

Together, we can make this the best job you’ll ever have. 

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

Alternatively, please sign in with...


Not Published


in X days