Assistant Pensions Finance Manager

Assistant Pensions Finance Manager

Website Hymans Robertson LLP

The Vacancy

Supports and deputises for the TPA Pensions Finance Manager to ensure effective financial management of TPA. Takes responsibility for, leads and manages the Pension Plan Accounting Team and helps oversight of the Pensioner Payroll and Treasury teams in TPA. Maintains an efficient pensions Accounting, Payroll and Treasury service to allocated clients.


Accountabilities:          TPA Accounts, Treasury & Payroll Services

  • Leads, manages and support the Pension Plan Accountants.
  • Oversees workflow and workload allocation to the Pension Plan Accountants and team.
  • Carries out performance management, CDRs, ongoing performance reviews and supports development of the Pension Plan Accounting.
  • Works with the Treasury and Payroll Team Leaders to maintain consistency with staff development.
  • Ensures that pension fund Trustee Report & Accounts are prepared and signed-off, complying with statutory deadlines and deadlines specified within client agreements.
  • Prepares quarterly financial statements, if relevant.
  • Assists with cash flow forecasting and pension scheme budgeting, if relevant.
  • Maintains nominal and investment ledgers for each client in order to prepare financial statements
  • Where relevant, liaises with Global Custodians to ensure that investment portfolio accounting is delivered in line with SORP and scheme accounting policies.
  • Drafts Trustee reports for consultants to review.
  • Implements changes in line with statutory legislation and Accounting Standards of Recommended Practice.
  • Provides technical guidance and training for team members and seen as an expert on pensions accounting within the team.
  • Completes HMRC Self-Assessment Forms for Trustees to sign.
  • Completes and submits VAT returns (where relevant).
  • Liaises with Partners, consultants and administrators regarding issues raised during preparation of the Trustee
  • Report and Accounts raised by auditors.
  • Liaises with auditors to resolve queries and to ensure completion of Report & Accounts within specified deadlines.
  • Works with audit firms to maintain relationships and build efficiencies for client audits.
  • Attends Trustee meetings to present report and accounts for signing.
  • Liaises with other third-party administrators and clients on handover of accounting records for new client installations.
  • Verifies and transmit electronic payments.
    Authorises and transmit BACS files generated by payroll team in respect of pensioner payrolls, applying variance checks within agreed tolerance ranges.
  • Follows office procedures and maintains records as required.
  • Observes service standards and seeks clarification about these standards when in doubt.
  • Adheres to the firm’s Information Security standards, policies and procedures.
  • Works with the Treasury & Payroll teams to manage banking relationships and platforms.

Additional duties:

  • Assists with fee quotes and tender responses for accounting services or ad-hoc accounting projects.
  • Supports TPA’s administration consultancy activities (e.g. auditor reviews, operational cost analysis/reviews)
  • Assists with/manage ad-hoc projects.
  • Mentors/signs off professional accounting qualifications for team members (if qualified).


  • At least A-level (or equivalent). Maths at A level (or equivalent).
  • Relevant professional qualification (eg ACCA, ACA) or relevant industry experience.

Skills / Experience:

  • Strong numerical skills.
  • Excellent verbal and written communication skills.
  • Previous experience of people leadership and management


  • Strong working knowledge of pension scheme accounts.
  • Working knowledge of an accounting system / package.
  • Proficient with Microsoft Office applications, especially Excel.

Personal Attributes:

  • A strong team player, with a motivational hands-on approach.
  • Uses own initiative, plans and organises own time and workload so as to meet deadlines / prioritise work.
  • A calm and rational problem solver.
  • Able to deal with clients, consultants, auditors and other stakeholders in a sensitive and diplomatic manner.
  • Enjoys taking ownership and responsibility for own and others’ workload.
  • High integrity and congruence when dealing with people.
    Self-aware, tactful and emotionally mature; demonstrates a real and authentic interest in others and their success.
  • Provides space and time to others, allows others freedom and influence over the work they undertake and how they do this


About Us

Having been established for 100 years we’re one of the leading consultancies in our field in the UK.

We’re independent and work alongside employers, trustees and financial services institutions.  We offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. Our services are recognised by numerous industry awards.

With over 1000 employees across Birmingham, Edinburgh, London and Glasgow and continually growing.  We’ve an engrained commitment to the development of our employees as outlined in our iDeal.  Our working environment is refreshing and innovative where independent thinking’s encouraged.  Every employee genuinely makes a difference.

We’re committed to promoting a diverse and inclusive environment and will take every step to ensure our employees and clients are treated fairly and with respect.  We welcome applications from all backgrounds and sections of the community.  We can offer flexible working and are happy to consider a variety of working patterns. 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.

To apply for this job please visit

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