At a Glance
- Tasks: Lead payment processing and enhance financial operations in a dynamic team.
- Company: Join EQ Retirement Solutions, a leader in innovative retirement services.
- Benefits: Enjoy competitive salary, pension matching, flexible benefits, and generous holiday allowance.
- Why this job: Make a real impact on clients' financial futures while developing your career.
- Qualifications: Experience in treasury or accounting with strong analytical and communication skills.
- Other info: Be part of a supportive culture focused on collaboration and professional growth.
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
The Treasury Manager is responsible for leading accurate and timely payment processing across multiple banking platforms while overseeing reconciliations, cashbook integrity, user access governance, and adherence to financial controls and audit requirements. The role manages complex escalations, drives process improvements, maintains high-quality documentation, and supports system changes and upgrades. Working closely with Accounting, Operations, Payroll, and Client Services, the Treasury Manager enhances end-to-end processing, provides technical guidance for client escalations, and supports pension accounting activities. The position includes people leadership, capability development, resource planning, and delivering structured training, ensuring the team operates efficiently, compliantly, and with a strong service ethos.
Core Duties/Responsibilities
- Manages accurate and efficient payment processing across multiple banking platforms.
- Acts as escalation point for complex queries, errors and omissions (E&Os), and payment issues.
- Ensures reconciliations, cashbooks, and aged items are maintained to agreed standards and timescales.
- Oversees administration of banking platforms, including mandates, access control, and segregation-of-duties.
- Conducts regular access and mandate reviews to maintain audit readiness.
- Maintains SOPs, process workflows, and documentation, ensuring they remain current and accessible.
- Leads process reviews, identifies gaps, and implements improved controls and efficiencies.
- Supports CCM system enhancements and upgrades, including requirements, testing, training, and post-go-live adoption.
- Produces accurate MI, KPIs, and commentary to support decision-making and operational oversight.
- Uses operational data to drive service improvements and strengthen controls.
- Manages and develops Treasury team members, including setting expectations, reviews, HR processes, and succession plans.
- Oversees daily huddles and weekly resource planning to balance capacity and priorities.
- Builds strong relationships with internal stakeholders to support smooth end-to-end processes.
- Handles queries and escalations professionally, providing clear explanations and root-cause analysis.
- Provides technical guidance to clients, pension accountants, and relationship managers.
- Works with the Client Reporting Manager on work allocation and resource planning.
- Leads remediation projects and supports contract and renewal management.
- Shares knowledge across the team and contributes to wider business initiatives.
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
- Qualified or qualified by experience in treasury, accounting, or related discipline.
- Strong accounting, reconciliation, payment processing, and reporting skills.
- Excellent written and verbal communication with the ability to meet client reporting deadlines.
- Strong numeracy, analytical ability, and interpretation of rules and legislation.
- Effective stakeholder relationship-building and collaboration skills.
- Proficient in Microsoft Office and familiar with accounting systems (e.g., SunSystems).
- Ability to apply compliant policies, procedures, and processes across accounting activities.
- Experience providing pension-related services to external clients (desirable).
- Demonstrates accuracy, integrity, critical thinking, and strong problem-solving skills.
- Trusted professional with strong client relationship capability and technical pension accounting knowledge.
- Must meet UK Security Clearance criteria: resident in the UK for the last 5 years with no single period abroad exceeding 30 days.
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 at 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.
Treasury Manager in Crawley employer: Equiniti
Contact Detail:
Equiniti Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury Manager in Crawley
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and treasury 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 and values, and think about how your skills can contribute to their mission. Tailor your responses to show you’re not just a fit for the role, but for the company culture too.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online platforms. Focus on articulating your experience in payment processing, reconciliations, and team leadership. The more comfortable you are, the better you’ll perform when it counts.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email reiterating your interest in the Treasury Manager position can leave a lasting impression. Plus, it shows you’re proactive and genuinely interested in the role.
We think you need these skills to ace Treasury Manager in Crawley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Treasury Manager role. Highlight your relevant experience in payment processing, reconciliations, and team leadership. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our mission at EQ Retirement Solutions. Keep it concise but impactful!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've improved processes or resolved complex issues in previous roles. We love seeing results!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Equiniti
✨Know Your Numbers
As a Treasury Manager, you'll need to demonstrate your strong accounting and reconciliation skills. Brush up on key financial metrics and be ready to discuss how you've managed payment processing and reconciliations in previous roles. This will show that you understand the core responsibilities of the position.
✨Showcase Your Problem-Solving Skills
Prepare examples of complex queries or payment issues you've resolved in the past. Highlight your critical thinking and analytical abilities, as these are crucial for managing escalations and driving process improvements. Be specific about the steps you took and the outcomes achieved.
✨Build Relationships
EQ Retirement Solutions values collaboration, so be prepared to discuss how you've built strong relationships with stakeholders in previous roles. Share examples of how you've worked with different teams, like Accounting or Client Services, to enhance end-to-end processes and improve service delivery.
✨Stay Current with Compliance
Familiarise yourself with relevant policies and procedures related to treasury management and pension services. Be ready to discuss how you've ensured compliance in your past roles, including maintaining audit readiness and conducting access reviews. This will demonstrate your commitment to integrity and accuracy.