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For Companies At a Glance
- Tasks: Lead a team in managing client accounts and producing financial reports.
- Company: Join EQ Retirement Solutions, a leader in retirement and pensions innovation.
- Benefits: Enjoy competitive salary, flexible benefits, and generous holiday allowance.
- Why this job: Make a real impact on clients' financial futures while developing your career.
- Qualifications: Qualified accountant or equivalent experience with strong pensions accounting knowledge.
- Other info: Dynamic work environment with opportunities for learning and development.
The predicted salary is between 36000 - 60000 £ per year.
EQ Retirement Solutions is transforming the retirement and pensions markets with leading administration and technology solutions. With over 1200 employees globally, 189 years of knowledge and 11 million pension scheme members and policyholders, we are here to help people plan for a confident financial future by delivering innovative, reliable and customer-focused retirement services. Our teams are driven by a shared commitment to excellence, collaboration and making a real impact to the lives of our clients and customers.
Role Summary
EQ Retirement Solutions are looking for a Client Reporting Manager. As a Client Reporting Manager, you will lead a team responsible for maintaining and reconciling client account records, ensuring compliance with tax requirements, and producing management reports and annual accounts for a portfolio of clients. You will provide technical guidance, support team development, and liaise with clients to meet service needs. This role requires strong pensions accounting expertise, attention to detail, and the ability to manage multiple client relationships and SLAs effectively.
Core Duties/Responsibilities
- Team Leadership: Line manage accounting staff, set objectives, review development plans, and drive engagement.
- Financial Reporting: Draft pension scheme financial statements and annual reports in line with legislation and best practice; prepare periodic financial and management reports.
- Audit & Compliance: Facilitate audits, manage audit planning, ensure compliance with financial controls and quality standards, and coordinate AAF audit responsibilities.
- Payments & Reconciliations: Authorise payments, review reconciliations, and oversee banking platform administration and mandates.
- Tax & Regulatory Reporting: Prepare/review SA970 tax returns, quarterly tax accounting, and ONS returns; ensure timely HMRC submissions.
- Client Support: Handle escalations, provide technical guidance, and maintain strong client relationships.
- Technical Expertise: Act as SME for pensions accounting, VAT, AFT, SORP, FRS102, and system implementations (SunSystems). Deliver technical training and maintain departmental SOPs.
- Projects & Process Improvement: Lead remediation projects, manage client onboarding/exits, oversee system upgrades, and implement process improvements.
- Resource & People Management: Plan resources, liaise with HR and recruitment, mentor senior staff, and manage performance reviews.
- Cross-Team Collaboration: Build relationships across operations, treasury, and professional advisers; represent EQ Retirement Solutions at PRAG.
The duties and responsibilities outlined above are to be regarded as broad areas of responsibility and do not necessarily detail all tasks which the post holder may be required to perform.
Skills, Capabilities and Attributes
The ideal candidate will have the below skills, capabilities and attributes essential or preferred:
- 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 (SunSystems, DREAM).
- Experience with complex investments and external pensions services.
- Security clearance required (UK residency for past 5 years).
- Communication & Collaboration
- Accuracy & Attention to Detail
- Trusted & Dependable
- Critical Thinking & Problem Solving
- Technical Strength in Pension Accounting
What We Offer
- Save For Your Future: Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%.
- Health and Wellbeing: Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households.
- Life assurance cover: 4x salary with the ability to purchase enhanced cover.
- Employee discounts: Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
- Flexible Benefits: The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
- Time Off: Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
- Winning together: Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.
- Learning & Development: Investment in LinkedIn Learning for all colleagues.
We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.
Client Financial Reporting Manager employer: Equiniti
Contact Detail:
Equiniti Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Financial Reporting Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions and financial reporting sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching EQ Retirement Solutions thoroughly. Understand their services, values, and recent projects. This will help you tailor your responses and show that you're genuinely interested in making an impact with them.
✨Tip Number 3
Practice your answers to common interview questions, especially those related to team leadership and client management. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your relevant experience.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Financial Reporting Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your pensions accounting expertise and any relevant management experience to show us you're the right fit for the Client Financial Reporting Manager role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this role and how your background aligns with our mission at EQ Retirement Solutions. Be specific about your achievements and how they relate to the responsibilities outlined in the job description.
Showcase Your Technical Skills: Since this role requires strong technical knowledge, make sure to mention your proficiency in accounting systems like SunSystems and your understanding of tax and regulatory reporting. We want to see that you can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Equiniti
✨Know Your Numbers
As a Client Financial Reporting Manager, you'll need to demonstrate your strong pensions accounting knowledge. Brush up on key financial metrics and reporting standards like FRS102 and SORP. Be ready to discuss how you've applied these in previous roles.
✨Showcase Your Leadership Skills
This role involves team leadership, so be prepared to share examples of how you've managed teams in the past. Highlight your experience in setting objectives, mentoring staff, and driving engagement. Use specific instances where your leadership made a positive impact.
✨Prepare for Technical Questions
Expect questions that test your technical expertise in pensions accounting and compliance. Review common tax requirements and audit processes relevant to the role. Being able to explain complex concepts clearly will show your communication skills and depth of knowledge.
✨Demonstrate Client Relationship Management
Client support is crucial in this position. Prepare to discuss how you've handled client escalations and maintained strong relationships. Share examples of how you've translated legislation into service delivery, ensuring client satisfaction while meeting SLAs.
