Current Vacancies

Finance

Head of Investments Accounting

London

Job Ref
LPP210420
Location
London

Job description and person specification

Head of Investments Accounting

Reports to: CFO

Job Purpose

Lead the Investments Accounting Team in Finance, taking responsibility and accountability for the team’s output and members, and providing a proactive and comprehensive high quality and professional service to internal and external stakeholders.

Key Responsibilities

Statutory Reporting
• Ensure that statutory reporting requirements are delivered for LPP Group, LPPI and Investment management structures in accordance with FRS, IAS and GAAP, producing financials to a high quality that meets audit requirements and achieves internal and external reporting needs
• External audit: Oversight and lead accountability for LPP Group, LPPI and LPPI fund entities of both half-year and year-end financial statements
• Collaborate with the Head of Financial Control in the proactive management of external auditors. Making sure the audit timetables are adhered to, key deadlines are met and audit queries are dealt with promptly and in line with best practice

Financial Reporting
• Ensure that monthly financial monitoring includes all budgets and financial activity, including balance sheet, control accounts and debt management for matters associated with the Investments part of the business. Take the lead on compliance reporting at an organisational level
• Gain a good knowledge and understanding of the current activities in the organisation and ensure that all financial aspects are considered. Enable development activity by ensuring that the financial infrastructure is in place to support the activity
• Prepare or review Committee papers for relevant financial aspects and provide written comments in time for committee deadlines
• Function accountability for the proactive monitoring of the financial performance of the investments business whilst liaising with senior stakeholders including Executive Committee, Board, Committees and Shareholders. Oversight for the provision of compliance reporting concerning appropriate activities
• Support business partnering service for the Investments business





Regulatory Reporting, Support & Analysis
• Be the interface between Risk and Finance for the completion of the FCA Returns, with responsibility for preparation and submission of some of them
• Support the Risk team with their ICAAP, taking ownership of sections where agreed
• Take the lead on harmonising Finance Regulatory forecasting with the output from the Risk team
• Further add value with stress testing, scenario analysis and ad-hoc value-add investigation
Management Fees Reporting
• Management fee reporting for statutory accounts, annual reports, reports to clients, reports to external bodies
• Lead responsibility for the provision of timely and accurate investment fee invoicing to customers and inter-company recharges
• Responsible for carrying out a detailed analysis of investment manager costs and prepare information for reporting in line with local government transparency requirements. Ensure investment manager fees are recorded in the correct entity and recharges are carried out on a timely basis
• Track the benefits from investment cost savings negotiated by the investment team

Investments Accounting
• Manage Accounts Receivable and the full debtors' process. Ensure appropriate accounting treatment, including provision for any bad or doubtful debts
• Lead the relationship with external service providers for the administration and accounting aspects of all investment SPVs and fund structures. Ensuring proper oversight of each entity encompassing:
o Set up of the entity
o Agreeing on reporting timetable
o Monitoring each entity through the year
o Facilitating audits as required and making sure accounting filing and tax deadlines are met.

Financial Control
• Responsible with the Head of Financial Control for the delivery of robust investments accounting control environment. Ensure that financial controls and systems are robust, fit for purpose and meet relevant statutory and/or regulatory standards. Ensure control accounts are appropriately cleared and reconciled and that balances are meaningful
• Ensure the integrity of the core accounting system is maintained at all times, ensuring that interfaces with feeder systems are updated regularly. Focus on Accounts Receivable and drive through development to improve customer service and efficiency. Facilitate user access, training and reporting
• Continually review and refine the suite of financial procedure notes to ensure that the most efficient and effective processes are in place, balancing risk with the demands to maintain the process. Act as a customer service point of contact for all related financial process issues. Regularly report on compliance with financial processes and controls and highlight any areas of risk to the CFO for further development
• Responsibility to ensure that all transactions are accounted for properly in terms of the double-entry and correct postings to the ledgers. Ensure appropriate classification and mapping into reporting templates.
• Collaborate with the Head of Financial control in the proactive management of internal auditors. Making sure the audit timetables are adhered to, key deadlines are met and audit queries are dealt with promptly and in line with best practice

Team Management
• Leadership, development, management and/or mentoring of junior members of the team as appropriate
• Support the team in managing fluctuations in workload and prioritising to meeting deadlines, as well as contributing to team initiatives. Also, carry out any other duties commensurate with the post and where appropriate take additional responsibility when cover needs to be maintained
• Actively support the Group’s equality programme, both internally and externally, along with all other corporate policy initiatives, as directed
• Conduct performance appraisals and ensuring progress against learning and development plans

Person Specification, Traits and Expected Contributions

The following are expected as a minimum:
• Collaboration
• Continuous improvements
• Provide cover for colleagues (start with the same team, but also within Finance)
• Provide transition support to LPPA and LPFA
• Provide support to Group functions & deliverables
• Support Equality program
• Documentation of policies and procedures, particularly for tasks primarily responsible for
• Management/supervision of staff where appropriate, and responsibility for all that they are responsible for
• Carry out any other duties commensurate with the post and where appropriate take additional responsibility when cover needs to be maintained

Function
Finance
Status
Full Time
Type
Permanent


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Investments

Equity ESG Analyst

London

Job Ref
LPP210420
Location
London

Job description and person specification

Equity ESG Analyst

Reports to: Head of Public Equities

Purpose
The candidate will form part of the direct public equity investment team at LPP and will play a leading role in the further integration of ESG analysis into our investment process and ESG engagement with portfolio holdings.

Key Responsibilities
• Work closely with colleagues in the Public Equity team to improve understanding, evaluation and integration of material ESG factors into investment decisions

• Improve current ESG procedures, including data collection, analysis, monitoring, and reporting

• Be responsible for monitoring material ESG issues across the internal portfolios and escalate concerns to the portfolio managers

• Contribute to the investment due diligence process and prepare the appropriate accurate ESG analysis to the Portfolio Managers.

• Engagement with portfolio companies on financially material ESG topics relevant to the company’s business model such as climate change, worker health and safety, gender equality, or data privacy and cyber security

• Ensure portfolio ESG insights inform LPPI’s stewardship activities (by influencing LPPI shareholder voting practices and engagement planning by LPPI’s external provider, Robeco) are applied to the portfolios.

• Work collaboratively with the Cross Asset LPP Responsible Investment team

• Contribute to the quarterly and annual Equity Portfolio ESG reporting process and other reports as required and/or directed by senior team members.

• To continually develop both knowledge and skill in the ESG arena by maintaining up to date information in relation to market developments and regulation changes, through the attendance of external seminars and other professional courses as necessary.

• Actively support LPP’s equality programme, both internally and externally, along with all other corporate policy initiatives, as directed.

Personal characteristics
• To be a proactive, self-motivated team player who has the ability to manage a high personal workload with multiple deadlines.

• Prioritize effectively, and handle ad-hoc requests from various team members


• Eager and have a willingness to go above and beyond what is typically required on the job and the ability to think critically and make appropriate decisions.

• A strategic, analytical, and practical commercial mindset

• To share our passion about equity investing.

• Knowledge of ESG concepts and ability to synthesize analysis in a practical way

• Conscientiousness: A keen eye for detail and a strong commitment to quality.

• Effective communication skills including the ability to influence and build good working relationships at all levels both internally and externally.

• Capability to develop and follow an investment process based on sound principles and demonstrable conformance therein.

• The ability to build positive and productive working relationships with fund managers and other external partners as required.

• An understanding of the breadth of the diversity agenda including embedding good practice and an understanding of LPP’s commitment to combating discrimination and promoting equality of opportunity.

• High standards of ethics and integrity



Experience

• Ideally 3-5 years equity/ESG analytical experience gained within a relevant and similar organisation.

• Demonstrated experience in ESG investing, sustainability and high proficiency in ESG and sustainability data, frameworks, reporting, and industry best practices;

• Thorough understanding of fundamental analysis, including comprehension of business models and valuation principles

• Degree level educated.

• Ideally CFA qualified or working towards completion of CFA or other related qualification and willing to study further as necessary.

• Good level of numerical, analytical and report writing skills including a working knowledge of MS office tools to assist in the communication of key messages and to facilitate discussions and decision making.


Function
Investments
Status
Full Time
Type
Permanent


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Pension administration

Pensions Administrator- Team Leader Helpdesk

Preston

Job Ref
LPPTHD001
Location
Preston
Salary
Circa £25,000

Purpose

Supporting the Operations Manager; Leading a team of up to 15 Pensions administrators, providing an efficient and robust administration service to Local Government clients & members in respect of various pension schemes administered by the Local Pensions Partnership, including performance management of the team and supporting the learning and development needs of the Team.

Key Accountabilities

• To effectively lead a team of Helpdesk Pensions Administrators
• To supervise and motivate the team on a day to day basis
• To carry out monthly 121’s that support individuals’ development and goals
• To meet performance targets across all lines of business including Telephone and Email
• Monitor the quality and effectiveness of your team by reviewing calls and emails identifying any under-performance, taking appropriate action
• To ensure your team provide accurate and consistent advice and information to customers in respect of pension queries
• Support the departments learning and development by carrying out training sessions as and when new processes are implemented
• To support the wider team within Pensions Administration including taking calls or working emails as and when required
• To carry out regular team meetings ensuring these add value
• To drive the Customer satisfaction scores using the relevant process and systems
• To liaise with customers and external organisations to ensure effective partnerships are maintained
• To ensure the sharing of knowledge within the team to ensure a consistent approach
• To undertake key projects from time to time as appropriate and in line with the provision of a pension’s administration service
• Treat information security with the upmost respect, dealing appropriately with sensitive and confidential information within Service protocol/guidelines


Person Specification

We are looking for someone who will invest in their own development as well as that of their team, ideally you will work well within a changing culture as the Helpdesk is evolving and growing at a fast pace. Being able to Multi-tasking is a must as this is a very busy department and you may be required to support our service levels and wait times by taking calls or replying to email. In return we can offer a great working environment with plenty of development opportunities where no two days are the same:

• Demonstrable effective decision making
• Proven ability to work effectively on own initiative as well as being an effective team leader, promoting positive behaviour and attitudes, working flexibly, whilst at all times developing and maintaining good working relationship within the team and the service as a whole
• Demonstrable ability to plan workloads, ensure deadlines are met and cope with a pressurised workload
• Ability to use Excel and Word to a good standard
• The ability to communicate effectively at all levels, including the ability to communicate complex issues, possessing excellent communication skills
• Commitment to providing a good customer service at all times
• Demonstrable ability to apply and interpret complex regulations

• Maintain an understanding and actively support LPP’s equality programme, both internally and externally, along with all other corporate policy initiatives, including maintaining an understanding of the breadth of the diversity agenda and embedding good practice

In return :

The salary for this role is circa £25,000

We offer 25 days holiday (plus bank holidays and additional concessionary days). We operate on a 37-hour working week, with flexibility in working pattern for the right candidate.

As you would expect from a pension organisation LPP offers employees access to an excellent pension scheme with generous employer contributions

We have a friendly and sociable work culture whilst providing an environment of continuous personal and professional development to support employees in reaching their full potential.

Our offices in central Preston are easily accessible by road, rail and public transport.

Function
Pension administration
Status
Full Time
Type
Permanent
Hours
37 Hours per week


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Pensions Administrator- Aggregation

Preston

Job Ref
LPPA007
Location
Preston
Salary
£19000-20,000

About Us

Local Pensions Partnership Administration (LPPA) is an award-winning pension services business with offices across the UK. We support over 640,000 pension scheme members and their employers to understand their pension obligations, benefits and retirement options. Our work involves significant correspondence with various customer groups, the completion of pension casework which is deadline driven and responding to queries. We are currently seeking a Pensions Administrator to join our Member Services team in Preston.

Key Accountabilities

• To process and check a range of general pensions case work, including, but not restricted to benefits estimates, transfers, retirements, commutation of benefits and the combining of benefits, ensuring that service level targets and deadlines are met in respect these areas

• To respond to member correspondence relating to the work undertaken within the Team, again ensuring that service level targets and deadlines are met in these areas

• To develop an understanding of current pensions regulation and overriding legislation, maintaining an up to date knowledge

• Liaise with customers and third parties obtaining information in respect of the work undertaken on the team


Person Specification

• Practical working experience in an office administration role. Previous experience in Pension or Financial services industry is desirable but a not a necessity.

• Proven ability to undertake detailed mathematical calculations accurately. Please note the interview process may include numerical assessments.

• Demonstrable ability to work accurately and to deadlines

• Previous work with internal database systems is desirable, experience with processes relevant to payroll and pension administration would be beneficial.

• Previous experience and high capability of using the Microsoft Office packages (E.g Word and Excel)

• Strong communication skills with confidence to work independently when required whilst also being an effective team player.


Qualifications

• 5 GCSEs or equivalent including Maths and English at Grade C or above

• A recognised pension administration qualification (or working towards) would be desirable


In return

• The salary range for this role is £19,000- £20,000 depending on experience

• We offer 25 days holiday (plus bank holidays and additional concessionary days). We operate on a 37-hour working week, with flexibility in working pattern for the right candidate.

• Access to an excellent pension scheme with generous employer contributions

• We have a friendly and sociable work culture whilst providing an environment of continuous personal and professional development to support employees in reaching their full potential.

• Our offices in central Preston are easily accessible by road, rail and public transport.


LPPA is keen to promote a diverse workforce to maximise our ability to provide quality services to all our customers. All applicants who are known to be disabled and who meet the minimum criteria for the role will progress to the next stage of the recruitment process.

Function
Pension administration
Status
Full Time
Type
Permanent
Hours
37 Hours per week


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Pensions Administrator- Email Helpdesk

Preston

Job Ref
LPPHD2180520
Location
Preston
Salary
£18500

About Us

Local Pensions Partnership (LPP) is an award-winning pension services business with offices across the UK. We support over 640,000 pension scheme members and their employers to understand their pension obligations, benefits and retirement options. Our work involves significant correspondence with various customer groups, the completion of pension casework which is deadline driven and responding to queries. We are currently seeking a Pensions Administrator with experience in dealing with high volume of emails along with working knowledge of web chat to join our helpdesk team in Preston.

Purpose :

To provide the highest standard of customer service to members,employers and 3rd parties.

The role is predominantly focussed on answering pensions queries via email and webchat in respect of the public sector pension schemes administered by LPP. However you will be required to support our telephone teams at busy times

Key Accountabilities :

Sensitively and efficiently assist customers by resolving pension email queries and making appropriate referrals, as necessary.

Delivering a flexible and responsive service in line with the needs of the business alongside Taking ownership of individual enquiries and customer requests.

Able to work Independently without close supervision.

Ability to meet agreed quality and performance targets.

Person Specification :

Recent experience of contact centre would be an advantage

Experience in using web chat, instant messenger and professional social media channels.

Experience of working to and achieving challenging targets with, Excellent customer service skills.

Excellent oral and written (grammar) communication skills.

Good interpersonal skills and empathetic listening skills.

Competent in using multiple ICT systems i.e. e-mail, word processing, spreadsheets

You must be prepared to work flexibly to provide cover for call centre hours of 0800 to 1800 Monday to Friday (excluding Bank Holidays).

You will be required to undertake intensive training during an extensive induction programme. No previous pension knowledge is required.

In return :

The salary for this role is circa £18,500

We offer 25 days holiday (plus bank holidays and additional concessionary days). We operate on a 37-hour working week, with flexibility in working pattern for the right candidate.

As you would expect from a pension organisation LPP offers employees access to an excellent pension scheme with generous employer contributions

We have a friendly and sociable work culture whilst providing an environment of continuous personal and professional development to support employees in reaching their full potential.

Our offices in central Preston are easily accessible by road, rail and public transport.



How to Apply

Please note that as part of the recruitment process, candidates may be invited to complete a role play assessment.


LPP is keen to promote a diverse workforce to maximise our ability to provide quality services to all our customers. All applicants who are known to be disabled and who meet the minimum criteria for the role will progress to the next stage of the recruitment process.

Function
Pension administration
Status
Full Time
Type
Permanent
Hours
37 Hours per week


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Pensions Administrator- Telephone Helpdesk (Part Time)

Preston

Job Ref
LPPHD180520
Location
Preston
Salary
£18500 FTE (Pro rata for 20 hours)

About Us

Local Pensions Partnership (LPP) is an award-winning pension services business with offices across the UK. We support over 640,000 pension scheme members and their employers to understand their pension obligations, benefits and retirement options. Our work involves significant correspondence with various customer groups, the completion of pension casework which is deadline driven and responding to queries. We are currently seeking a Pensions Administrator to join our helpdesk team in Preston.

Purpose

To provide the highest standard of customer service to members,employers and 3rd parties.

The role is predominantly focussed on answering pensions queries via telephone in respect of the public sector pension schemes administered by LPP.

Key Accountabilities

Sensitively and efficiently assist customers by resolving pension telephone queries and making appropriate referrals, as necessary.

Delivering a flexible and responsive service in line with the needs of the business alongside Taking ownership of individual enquiries and customer requests.

Able to work Independently without close supervision.

Ability to meet agreed quality and performance targets.

Person Specification

Recent experience of contact centre would be an advantage

Experience of working to and achieving challenging targets with, Excellent customer service skills.

Excellent oral and written (grammar) communication skills.

Good interpersonal skills and empathetic listening skills.

Competent in using multiple ICT systems i.e. e-mail, word processing, spreadsheets

You must be prepared to work flexibly to provide cover for call centre hours of 0800 to 1800 Monday to Friday (excluding Bank Holidays).

You will be required to undertake intensive training during an extensive induction programme. No previous pension knowledge is required.


In return

• As you would expect from a pension organisation LPP offers employees access to an excellent pension scheme with generous employer contributions
• We have a friendly and sociable work culture whilst providing an environment of continuous personal and professional development to support employees in reaching their full potential.
• Our offices in central Preston are easily accessible by road, rail and public transport.



How to Apply

Please note that as part of the recruitment process, candidates may be invited to complete a role play assessment.


LPP is keen to promote a diverse workforce to maximise our ability to provide quality services to all our customers. All applicants who are known to be disabled and who meet the minimum criteria for the role will progress to the next stage of the recruitment process.

Function
Pension administration
Status
Full Time
Type
Permanent
Hours
20 Hours per week. 4 or 5 days 10:00 am - 2:00pm


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Pensions Administrator- Telephone Helpdesk

Preston

Job Ref
LPPHD180520
Location
Preston
Salary
£18500

About Us

Local Pensions Partnership (LPP) is an award-winning pension services business with offices across the UK. We support over 640,000 pension scheme members and their employers to understand their pension obligations, benefits and retirement options. Our work involves significant correspondence with various customer groups, the completion of pension casework which is deadline driven and responding to queries. We are currently seeking a Pensions Administrator to join our helpdesk team in Preston.

Purpose

To provide the highest standard of customer service to members,employers and 3rd parties.

The role is predominantly focussed on answering pensions queries via telephone in respect of the public sector pension schemes administered by LPP.

Key Accountabilities

Sensitively and efficiently assist customers by resolving pension telephone queries and making appropriate referrals, as necessary.

Delivering a flexible and responsive service in line with the needs of the business alongside Taking ownership of individual enquiries and customer requests.

Able to work Independently without close supervision.

Ability to meet agreed quality and performance targets.

Person Specification

Recent experience of contact centre would be an advantage

Experience of working to and achieving challenging targets with, Excellent customer service skills.

Excellent oral and written (grammar) communication skills.

Good interpersonal skills and empathetic listening skills.

Competent in using multiple ICT systems i.e. e-mail, word processing, spreadsheets

You must be prepared to work flexibly to provide cover for call centre hours of 0800 to 1800 Monday to Friday (excluding Bank Holidays).

You will be required to undertake intensive training during an extensive induction programme. No previous pension knowledge is required.


In return
• The salary for this role is circa £18,500
• We offer 25 days holiday (plus bank holidays and additional concessionary days). We operate on a 37-hour working week, with flexibility in working pattern for the right candidate.
• As you would expect from a pension organisation LPP offers employees access to an excellent pension scheme with generous employer contributions
• We have a friendly and sociable work culture whilst providing an environment of continuous personal and professional development to support employees in reaching their full potential.
• Our offices in central Preston are easily accessible by road, rail and public transport.



How to Apply

Please note that as part of the recruitment process, candidates may be invited to complete a role play assessment.

Applications can be sent by email to vacancies@localpensionspartnership.org.uk

LPP is keen to promote a diverse workforce to maximise our ability to provide quality services to all our customers. All applicants who are known to be disabled and who meet the minimum criteria for the role will progress to the next stage of the recruitment process.

Function
Pension administration
Status
Full Time
Type
Permanent
Hours
37 Hours per week


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