Pensions Specialist

Posted 28 April 2022
Salary£30k - 55k per year
LocationNewton Abbot
Job type Permanent
DisciplineAccountancy & Finance
ReferencePensions Specialist
Contact NameMatt Byrne-Fraser

Job description

An exciting opportunity has arisen for a Pensions Specialist to join a Chartered Accountancy Firm on a permanent basis.

As NHS Pension Specialist within the firm you’ll play a vital role within their healthcare team to provide pension knowledge and support to the Healthcare team. You will be supporting a team of staff and a large client base in obtaining and monitoring information on the clients NHS pensions. This will involve calculating pension growth, monitoring earnings levels, pre warning clients about their obligations, completing and filing certain forms to the PCSE and NHS pensions agency by deadlines.

You’ll be someone naturally great with Following up and monitoring those submissions so a keen eye for detail is vital.

If you have NHS Pension experience which we’re looking for, this exciting role could be the next step in your career and we’d love to hear from you! 

Main Responsibilities of role:

  • Complete / Submit Authority documents to access Pensions information
  • Request Pensions Growth information
  • Complete pension growth tax charge calculations
  • Review earnings of clients to pre warn the team of future situations
  • Review Clients Working history with the pensions agency and be able to advise on PCSE processes.
  • Enquire by phone and email to the pensions agency for anomalies
  • Complete “scheme pays” forms to cover the cost of tax charges on growth
  • Follow up to ensure documents have been processed and accepted
  • Liaise with staff for tax return amendments regarding tax calculations
  • Completion and Submission of NHS pension forms annually for clients
  • Completion of Pensions Opt out and Retirement Application Forms
  • Provide administrative support and advice to the Healthcare team on the above as needed.

Skills we are looking for:

  • Experience in a NHS Pensions related role.
  • Knowledge of how to use Microsoft excel to monitor the above work
  • Database management knowledge useful but not essential
  • Ability to show initiative and work within a team.
  • Good telephone and email skills
  • Ability to build good client relationships
  • Strong organisational skills and the ability to manage own workload in a timely manner

About the company

You will be joining a chartered accountancy practice based in the Southwest who have a 70 year successful history, who have built an in-depth knowledge in many sectors. Not only do they provide an exceptional service to their clients but they also look after their staff and the working environment is fantastic.

How To Apply

If you think you’ve got what it takes to succeed, or would love to find out more information, either

About Spencer Clarke Group 

Here at Spencer Clarke Group, we pride ourselves on connecting you with the best career opportunities; our experienced Consultants have extensive market knowledge in Accountancy and Finance and will also provide expert career advice along the way. 

When you join us, you will receive: 

  • Post Placement Aftercare
  • Loyalty reward scheme and regular competitions for our agency professionals 

Spencer Clarke Group offer a market leading referral scheme of up to £350* so if you know of someone who may also be looking for an exciting career opportunity, ask them to email their CV to Matt Byrne Fraser on refer@spencerclarkegroup.co.uk remembering to include your details as well. 

*T’s & C’s apply. 

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