Pension Trustee Executive
Salary £ TBC
Isle of Man
Vacancy listed 10/09/2025
Application deadline 03/10/2025
Details
Due to continued & exciting expansion, we are looking for a Pension Trustee Executive  to join the MAC Financial Pension Trustee team.

The role would suit a results-driven, highly motivated individual, who possesses integrity, a strong work ethic and a desire to help clients. 

Reporting to the Pensions team leader, this role will assist in the running of a well-established and growing pension team. This is a fast paced role and you will contribute to the success of the wider business in a stimulating and friendly work environment with support for professional development and a competitive reward package.

KEY RESPONSIBILITIES:
 
  • To provide effective assistance and support for the Pension Administration team
  • Process new business applications and transfers
  • Preparation of plan schedules and benefit calculations
  • Preparation of member benefit payments
  • Account reconciliations
  • Ensuring accuracy and security of client data on company systems
  • General administrative tasks including email and phone queries
  • Liaise with other departments to ensure smooth running of the team
  • Deal confidently with client enquiries via email, telephone and face to face
  • Manage workflow diary
 
 
The ideal candidate will posses strong attention to detail, have excellent written & verbal communication skills, be an effective organiser, have the ability to work on there own as well as part of the team, with effective time management skills, a confidence to ask questions, a customer focused mindset & have the ability to prioritise work & deliver within deadlines, whilst managing stakeholder expectations.

QUALIFICATIONS & EXPERIENCE:

Essential
  • Minimum of 5 GCSCE’s (or equivalent) including Maths and English at C or above
  • Proficient in using computer software programs such as Microsoft Office applications (Word, Excel and Outlook)

Desirable
  • Experience using Intelliflo CRM system would be desirable, but not essential as full training will be given

For more details on MAC please visit our website & for full details on the role please see the careers page:
https://macgroup.im/jobs/

Previous applicants for administration roles with MAC need not reapply for this role.

To apply use the 'Apply' button below, please upload a copy of your CV with your application.

If you have any questions please email: HR@MACGROUP.im

Closing date for all applicants - 03/10/2025
Benefits

Benefits of working at MAC Group
25 days of annual leave per annum, plus all Manx and UK Bank Holidays
Your birthday off work
An active and company funded social club
Health cash plan
Pension
Death in service
Training and development through the MAC academy that provides support & guidance for professional qualifications
Annual wellbeing benefit
Access to qualified mental health first aiders