Scheme Manager - Full Time/35 Hours Permanent (£25,000) Position
About the role
Join Odyssey Pensions as a Scheme Manager and become a key part of our Administrative Team. You’ll provide holistic administrative support for a portfolio of clients. Whether you are an experienced Pensions Administrator, a Graduate looking for a new challenge in Financial Services or looking for a career change?
At Odyssey Pensions, we encourage personal challenges, ambition, initiative and we reward success. You will be joining a highly skilled, experienced team who will inspire and motivate you to thrive in a Company where you would be valued, respected and empowered and not treated as an employee number.
What you’ll be doing
As a scheme manager, you will be working closely with both members of the public and individuals from various professional services, including financial advisers, solicitors, accountants and surveyors
- Developing expertise to deal with administration, problem solving and, above all, helping clients achieve objectives through their Self Invested Personal Pension (SIPP) and Small Self Administered Schemes (SSAS);
- Learning all aspects of pension planning ranging from establishing new pension schemes to transactions which may include purchasing commercial property to undertaking secure lending to arranging retirement;
- Dealing with day-to-day queries as they arise, learning to problem-solve and work flexibly using a variety of sources and materials to achieve work objectives with various deadlines;
- Adhering to internal procedures, standards and both FCA/HMRC requirements.
- Using database systems, Microsoft Office, manual files and records to ensure accuracy is maintained.
About you
- Has excellent communication skills and experience dealing with people on a daily basis in a polite, efficient and friendly manner.
- Highly organised, has the ability to multi-task and prioritise effectively.
- Teamwork forms a significant part of the role, but also the talent to work using your own initiative.
- Although the job is an administrative position, we are not expecting you to have expertise in pensions administration as full training and support will be provided alongside the role.
Why us?
We believe we have a great workplace with a drive for constant learning, dynamic people and core values that promote quality service, integrity and knowledge. We are active fund raisers and choose a company charity each year that benefits from all our fundraising activities. We regularly participate in 10k runs wearing our Ostrich costumes to bring smiles to the supporters in the hopes that they will also increase our fund-raising potential. In addition to this, we also support 18 primary schools in South Wales with their school garden projects by supplying much needed funds but also arranging for paid volunteer days at the schools to assist with any unskilled labour that they need but are unable to included in their annual budget.
What’s on offer?
After completing a successful probationary period:
- Discretionary annual bonus.
- Quarterly reviews to assist your career progression and work towards pay reviews.
- 25 days paid holiday in addition to bank holidays.
- Office closure for Christmas.
- An extra day off for your birthday to help you celebrate.
- Workplace Pension.
- Zero fee Odyssey Pensions SIPP for a more active approach to pension saving.
- Life Insurance (depending on health conditions and age of up to £250,000)
- Vitality Healthcare, which provides a health plan including an annual health check. Includes access to fitness centres at a reduced cost. Weekly/monthly benefits are available if the plan is engaged with on a weekly basis.
- Coffee Tuesday’s – to help support local businesses, a handcrafted coffee/tea can be chosen.
- 3 paid volunteer days at an Odyssey supported garden project primary school.
- Shower facilities at both office locations.
- We encourage and support monthly learning objectives and will assist with the attainment of professional qualifications.
Interview process
The interview process will initially be a telephone interview, before being potentially shortlisted for a face-to-face interview.
Working Schedule
We believe that the best way to learn your role is being based at our offices in Pencoed surrounded by industry peers who are on hand to assist with any queries that may arise. Once up and running, any flexibility needed can be accommodated.
Who are Odyssey Pensions?
Odyssey Pensions is a privately owned UK-based pension provider of SIPP’s and SSAS pensions offering trustee, administration and consultancy services, based in Pencoed, Bridgend. Odyssey is in its 9th year and has seventeen members. Currently, we are expanding at a moderate rate of an additional two members each year, with our most important new member criteria being seamless integration with our established team. We hope to inspire you to become involved with us and all the projects and initiatives for our clients, charities and primary schools.
Pay: £25,000.00 per year
Benefits:
- Company pension
- Health & wellbeing programme
- Life insurance
- Private medical insurance
Education:
- GCSE or equivalent (preferred)
Work authorisation:
- United Kingdom (required)
Work Location: In person
