Join us at Boal & Co

We are recruiting for the following vacancy:

Pension Administrator

We are recruiting for a Pension Administrator in our Isle of Man office (based at the Isle of Man Business Park) to provide support to our busy international administration team.

This would suit someone looking to begin or progress their career in the finance industry and learn about trusteeship and associated administrative responsibilities. 

Responsibilities

Our international administration team provides day-to-day support for matters arising with various international retirement savings plans for which Boal & Co is trustee.

The role involves dealing with employers with internationally dispersed employees (including many FT ‘Global 500’ companies), pension scheme members, financial advisers and third-party service providers to respond to queries and ensure, as part of a wider team, the delivery of a first-class service. 

Duties can include the following (full training will be provided and specific experience is not required for the right individual):

• General pension trustee administration
• Withdrawals, transfers and benefit claims
• Responding to general queries via email, telephone and face to face
• Contribution processing, monitoring and reporting
• Fee processing and collection
• Bank and investment reconciliations
• ‘Know Your Customer’ (KYC) and compliance checks

 The role will also provide opportunities to contribute to and evolve working procedures, process flows and operational efficiencies, where relevant.

 Essential Skills and Experience

• Educated to A Level / AS Level Standard (or equivalent)
• Ability to work independently and to tight deadlines (once full training given)
• Excellent communication and personal skills with a strong customer service ethic

 Desirable Skills and Experience

• Working knowledge of word processing and spreadsheet software (e.g. Microsoft Excel/Word)
• Previous office experience would be beneficial for this person to be able to ‘hit the ground running’ with their training
• Understanding of Anti Money Laundering (AML) compliance is desirable but not essential, as full training will be provided

Training Provided

Full on the job training will be provided for the role, in addition to compulsory AML training. A full induction will introduce the individual to the company, working environment and teams.

Who should apply for the role?

An enthusiastic, reliable and personable individual who is a confident communicator with a keen eye for detail, a willingness to learn and is not afraid to ask questions. The confidence to deal with employers, members and other contacts from anywhere in the world (primarily via email) is essential.

Working at Boal & Co

At Boal & Co, our customers are our primary focus and our busy administration teams are key to providing excellent customer service. We have a friendly team, modern offices and a comfortable working environment. The company anticipates further growth, both locally (in the Isle of Man) and internationally, providing potential development opportunities. We have an active social committee offering a range of activities within and outside of working hours.

Apply Now

To apply for this role, send your CV and covering letter/email to hr@boalco.com.

Closing Date

The closing date for applications is Friday 30 May 2025.