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Reconciliations and Pensions Analyst

Resource Solutions Direct Sourcing
London (Hybrid)
Competitive and based on experience
Closing date
9 Apr 2024

Job Details

An exciting opportunity has arisen for a Reconciliations and Pensions Analyst to join a dynamic team responsible for overseeing outsourced operational services relating to payments into or out of a leading UK Direct to Consumer (D2C) retail platform. The successful candidate will play a crucial role in ensuring the compliance of platform service provider business activities with all applicable regulatory and policy guidelines. This role offers the chance to work within an organisation that is committed to doing the right thing, valuing diversity and inclusion, and providing the best chance for investment success.

  • Opportunity to join a dynamic team overseeing outsourced operational services
  • Key role in ensuring compliance with regulatory and policy guidelines
  • Work within an organisation committed to diversity, inclusion, and investment success

What you'll do:

As a Reconciliations and Pensions Analyst, you will be at the heart of our operations, playing a pivotal role in overseeing outsourced operational services. Your keen eye for detail will be essential in reviewing contribution payments, processing tax relief receipts, and ensuring client documentation is complete and accurate. You will also be instrumental in building relationships with our outsourced service providers, acting as a point of escalation for any queries or high priority issues. Your ability to create and revise procedures will contribute significantly to the smooth running of our Cash & Assets Oversight team.

  • Administer the team mailbox, providing responses where possible and escalating relevant items to senior team members or Manager
  • Complete daily control checklist tasks with a high level of attention to detail
  • Review contribution payments and processing, ensuring tax relief receipts are collected and passed on to clients
  • Review drawdown processing and client payments, checking Internal Client Money Reconciliations, External Client Money Reconciliations and Asset Reconciliations
  • Build and maintain the day-to-day relationship between our company and our outsourced service providers; acting as a point of escalation for any queries or high priority issues
  • Create and revise procedures relating to processes undertaken by the Cash & Assets Oversight team

What you bring:

The ideal candidate for this Reconciliations and Pensions Analyst position brings a wealth of experience from a similar role within the industry. You will have a solid understanding of relevant industry regulations and regulators, and experience with a D2C retail investment platform would be highly beneficial. Your knowledge and understanding of internal control theory and practices will be key to your success in this role, as will your excellent oral and written communication skills.

  • Undergraduate degree or equivalent combination of training and experience required
  • Experience performing a similar role within the industry
  • Solid understanding of relevant industry regulations/regulators (i.e. HMRC, FCA, TPR, COBS, CASS)
  • Experience with a D2C retail investment platform highly preferential
  • Knowledge and understanding of internal control theory and practices
  • Excellent oral and written communication skills
  • Demonstrable experience in pensions administration
  • Demonstrable experience in cash reconciliations
  • Part or full qualification in CFA, CII, IOC or IMC.

What sets this company apart:

Our client is an investment company unlike any other. Founded on the simple but ground-breaking idea that an investment company should handle its funds solely in the interests of its clients, they have stood for low-cost, uncomplicated investing ever since. Over the last 45 years, more than 30 million investors worldwide now trust them with their money. They are committed to diversity and inclusion, believing that building diverse, inclusive, and highly effective teams is critical to achieving their core purpose.

What's next:

Ready to take the next step in your career? Apply today!

Our Recruitment Delivery Team are committed to offering an inclusive recruitment experience to all candidates. If you require any accommodations or adjustments as a result of disability, impairment, or health condition, please do not hesitate to let us know.

Keywords: Reconciliations, Pensions, Analyst, Oversight, Regulatory Compliance, Operational Services


Resource Solutions Direct Sourcing

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