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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong expertise in pensions accounting, compliance with tax requirements, and management of client account records. Capable of leading teams, producing financial reports, and maintaining client relationships while ensuring adherence to legislation and best practices.
Highest-signal resume keywords
Pensions Accounting KnowledgeAccounts Production SkillsSunSystems ProficiencyManagement ReportingClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingTax ComplianceAudit FacilitationSA970 Tax ReturnsQuarterly Tax AccountingPension Scheme Financial StatementsProcess ImprovementComplex Investments ManagementLegislation Interpretation
Soft Skills
Excellent Communication SkillsNumeric SkillsTechnical GuidanceMentoringTeam Leadership
Tools & Technologies
Microsoft OfficeSunSystemsDREAM
Certifications & Qualifications
Qualified AccountantSecurity Clearance
Industry Keywords
Client Account ReconciliationAudit PlanningClient OnboardingPerformance ReviewsSOP Maintenance
About the role
Key responsibilities & impact- Lead a team responsible for maintaining and reconciling client account records
- Ensure compliance with tax requirements
- Produce management reports and annual accounts for a portfolio of clients
- Line manage accounting staff, set objectives, review development plans and drive engagement
- Draft pension scheme financial statements and annual reports in line with legislation and best practice
- Prepare periodic financial and management reports
- Facilitate audits, manage audit planning and coordinate AAF audit responsibilities
- Authorise payments, review reconciliations and oversee banking platform administration and mandates
- Prepare and review SA970 tax returns, quarterly tax accounting and ONS returns
- Handle escalations, provide technical guidance and maintain client relationships
- Act as subject matter expert for pensions accounting, VAT, AFT, SORP, FRS102 and SunSystems implementations
- Deliver technical training and maintain departmental SOPs
- Lead remediation projects, manage client onboarding and exits, oversee system upgrades and implement process improvements
- Plan resources, liaise with HR and recruitment, mentor senior staff and manage performance reviews
- Build relationships across operations, treasury and professional advisers
- Represent EQ Retirement Solutions at PRAG
Requirements
What you’ll need- Qualified or qualified by experience
- Qualified accountant or equivalent experience
- Strong pensions accounting knowledge and accounts production skills
- Excellent communication, numeric, and interpretation skills
- Ability to translate legislation into service delivery and maintain client relationships
- Proficient in Microsoft Office and accounting systems, including SunSystems and DREAM
- Experience with complex investments and external pensions services
- Security clearance required
- UK residency for the past 5 years
Benefits
Comp & perks- Equiniti Pension Plan; employer matches pension contributions up to 10%
- Employee Assistance Programme with counselling, legal and wellbeing support for colleagues and households
- Life assurance cover at 4x salary, with ability to purchase enhanced cover
- Employee discounts and cashback through the EQ Wins Platform
- Flexible benefits plan including gadgets, travel insurance, will writing, holiday trading and more
- Typically 29 days holiday plus bank holidays
- 2 volunteer days
- Equiniti ICON award vouchers
- LinkedIn Learning investment for all colleagues