Pension Fund Accountant

Bristol, England, United Kingdom

12/4/2024

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

Gallagher is seeking an experienced and qualified Pension Fund Accountant to provide outstanding treasury and accounting services to our Pension Scheme clients. You will ensure that the accounts for a portfolio of occupational pension schemes are managed to the highest standards and within contractual deadlines, adhering to all legal and regulatory requirements.

How You'll Make An Impact

• Complete the preparation of annual accounts for clients, adhering to SORP and AAF standards.
• Coordinate with clients, account managers, and auditors to finalize accounts within statutory deadlines.
• Maintain integrity across all accounting transactions, including postings and schedule maintenance.
• Prepare investment reconciliations and quarterly financials for client reports.
• Support Actuaries and other professionals with financial information as per agreed timelines.
• Provide ad hoc information to clients, trustees, and other stakeholders as required.
• Review monthly reports, manage bank reconciliations, and attend audit meetings.
• Handle audit queries and complete required HMRC and other returns.
• Offer guidance to Admin teams and assist colleagues as needed.
• Participate in peer reviews, timesheet completion, training, and performance reviews.
  
  

About You

• Minimum of 2-3 years in pension scheme or investment accounting with client-facing experience. Recognized accountancy qualification (ACA, ACCA, CIMA) preferred, though qualified-by-experience applicants will be considered.
• Strong logical problem-solving abilities, data processing skills, excellent time management, and attention to detail.
• Strong numeracy skills
• Skilled in direct client interaction, excellent written and verbal communication, and feedback delivery.
• A commitment to exceptional customer service with accountability to clients and stakeholders.
• Self-motivated, independent, and open to suggesting improvements.
• Proficiency in Microsoft Office and knowledge of Cashfac or Open Accounts systems is an advantage.
• Ability to mentor and motivate junior team members.
  
  

Compensation And Benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days
• Defined contribution pension scheme, which Gallagher will also contribute to
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
• Income protection, we’ll cover up to 50% of your annual income, with options to top up
• Health cash plan or Private medical insurance
  
  

Other benefits include:

• Three fully paid volunteering days per year
• Employee Stock Purchase plan, offering company shares at a discount
• Share incentive plan, HMRC approved, tax effective, stock purchase plan
• Critical illness cover
• Discounted gym membership, with over 3,000 gyms nationally
• Season ticket loan
• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back-up family care
• And many more…
  
  

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.

Should you require reasonable adjustments to your application, please get in touch with TAGlobalSupport@ajg.com . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.