At a Glance
- Tasks: Support clients with their pensions and solve problems in a dynamic team environment.
- Company: Join Odyssey Pensions, a growing and supportive pension provider.
- Benefits: Enjoy competitive salary, bonuses, 25 days holiday, and health perks.
- Other info: Participate in fun fundraising events and community projects.
- Why this job: Make a real difference while learning about pensions and financial services.
- Qualifications: Great communication skills and a willingness to learn are essential.
About the role
Join Odyssey Pensions as a Scheme Manager and become a key part of our Administrative Team. You’ll provide holistic administrative support for a portfolio of clients. Whether you are an experienced Pensions Administrator, a Graduate looking for a new challenge in Financial Services or looking for a career change, we encourage personal challenges, ambition, initiative and we reward success. You will be joining a highly skilled, experienced team who will inspire and motivate you to thrive in a Company where you would be valued, respected and empowered.
What you’ll be doing
- Working closely with both members of the public and individuals from various professional services, including financial advisers, solicitors, accountants and surveyors.
- Developing expertise to deal with administration, problem solving and helping clients achieve objectives through their Self Invested Personal Pension (SIPP) and Small Self Administered Schemes (SSAS).
- Learning all aspects of pension planning ranging from establishing new pension schemes to transactions which may include purchasing commercial property to undertaking secure lending to arranging retirement.
- Dealing with day-to-day queries as they arise, learning to problem-solve and work flexibly using a variety of sources and materials to achieve work objectives with various deadlines.
- Adhering to internal procedures, standards and both FCA/HMRC requirements.
- Using database systems, Microsoft Office, manual files and records to ensure accuracy is maintained.
About you
- Excellent communication skills and experience dealing with people on a daily basis in a polite, efficient and friendly manner.
- Highly organised, with the ability to multi-task and prioritise effectively.
- Teamwork forms a significant part of the role, but also the talent to work using your own initiative.
- No expertise in pensions administration is required as full training and support will be provided alongside the role.
Why us?
We believe we have a great workplace with a drive for constant learning, dynamic people and core values that promote quality service, integrity and knowledge. We are active fundraisers and choose a company charity each year that benefits from all our fundraising activities. We regularly participate in 10k runs wearing our Ostrich costumes to bring smiles to the supporters in the hopes that they will also increase our fundraising potential. In addition, we support 18 primary schools in South Wales with their school garden projects by supplying much needed funds and arranging for paid volunteer days at the schools.
What’s on offer?
- Discretionary annual bonus after completing a successful probationary period.
- Quarterly reviews to assist your career progression and work towards pay reviews.
- 25 days paid holiday in addition to bank holidays.
- Office closure for Christmas.
- An extra day off for your birthday.
- Workplace Pension.
- Zero fee Odyssey Pensions SIPP for a more active approach to pension saving.
- Life Insurance (depending on health conditions and age of up to £250,000).
- Vitality Healthcare, which provides a health plan including an annual health check.
- Coffee Tuesdays to help support local businesses.
- 3 paid volunteer days at an Odyssey supported garden project primary school.
- Shower facilities at both office locations.
- Support for monthly learning objectives and assistance with the attainment of professional qualifications.
Interview process
The interview process will initially be a telephone interview, before being potentially shortlisted for a face-to-face interview. Closing date 30.06.2026.
Working Schedule
We believe that the best way to learn your role is being based at our offices in Pencoed surrounded by industry peers who are on hand to assist with any queries that may arise. Once up and running, any flexibility needed can be accommodated.
Who are Odyssey Pensions?
Odyssey Pensions is a privately owned UK-based pension provider of SIPPs and SSAS pensions offering trustee, administration and consultancy services, based in Pencoed, Bridgend. Odyssey is in its 9th year and has seventeen members. Currently, we are expanding at a moderate rate of an additional two members each year, with our most important new member criteria being seamless integration with our established team.
Scheme Manager in Pencoed employer: Odyssey Pensions Ltd
At Odyssey Pensions, we pride ourselves on being an exceptional employer that values personal growth and teamwork. Our supportive work culture fosters continuous learning and offers numerous benefits, including a discretionary annual bonus, generous holiday allowance, and opportunities for professional development. Located in Pencoed, Bridgend, we not only focus on our clients but also actively engage with the community through charitable initiatives, making your role here both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Scheme Manager in Pencoed
✨Tip Number 1
Get to know the company before your interview! Research Odyssey Pensions, their values, and their projects. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be dealing with clients and professionals, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to build your confidence.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed multiple tasks or solved problems in the past. This will demonstrate that you can handle the dynamic nature of the role.
✨Tip Number 4
Don’t forget to ask questions! Prepare a few thoughtful questions about the role or the company culture. This shows that you're engaged and eager to learn more about how you can contribute to Odyssey Pensions.
We think you need these skills to ace Scheme Manager in Pencoed
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Scheme Manager role. Highlight your relevant skills and experiences that align with what we’re looking for, like communication and organisation. This shows us you’re genuinely interested in joining our team!
Show Your Personality:We love a bit of character! Don’t be afraid to let your personality shine through in your application. Share your passion for helping clients and any unique experiences that make you stand out. We want to see the real you!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use simple language and avoid jargon. We appreciate straightforward communication, so make it easy for us to see why you’d be a great fit for the role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at Odyssey Pensions Ltd
✨Know Your Pensions Basics
Before your interview, brush up on the fundamentals of pensions, especially Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS). Understanding these concepts will show that you're proactive and genuinely interested in the role.
✨Showcase Your Communication Skills
Since the role involves interacting with clients and professionals, practice articulating your thoughts clearly and confidently. Prepare examples from your past experiences where you successfully communicated complex information to others.
✨Demonstrate Problem-Solving Abilities
Think of scenarios where you've had to solve problems or manage multiple tasks effectively. Be ready to discuss these during the interview, as it will highlight your organisational skills and ability to work under pressure.
✨Emphasise Teamwork and Initiative
While teamwork is crucial, showing that you can also take the initiative is key. Prepare to share instances where you contributed to a team project or took charge of a task independently, demonstrating your versatility.
