Senior Accounting Manager
Dsquares
Lead general accounting, tax compliance, audits, and internal controls at Dsquares. Help deliver end-to-end loyalty solutions for leading regional brands.
Open
interactive investor is a UK investment platform that helps individuals and families manage their long-term finances. Founded in 1998, the company provides access to investment accounts including Stocks & Shares ISAs, Self-Invested Personal Pensions (SIPPs), and Trading Accounts, with a broad selection of shares, funds, and ETFs. Its platform serves more than 420,000 investors and combines investment access with low-cost options and market insights designed to support informed financial decisions.
Senior Pension Administrator – Leeds Hybrid
Senior Pension Administrator role with interactive investor, supporting regulated pension servicing through complex query resolution, workflow control, quality assurance, and colleague support.
Description
- Deliver precise, timely, customer-focused pension administration services
- Handle complex pension queries, provide technical guidance, and serve as an escalation point
- Oversee mailboxes, daily workflows, and third-party workflow allocation
- Identify, document, and escalate risk events within agreed service levels
- Apply knowledge of CASS requirements, regulatory duties, HMRC rules, and the VC process
- Review procedures and monitor complaint resolution timelines
- Process subject access requests (SARs)
- Approve TTFAC activity and pension contribution corrections
- Coach and support colleagues through constructive feedback
- Participate in team huddles and deputise for the Team Manager during absences
- Perform daily and month-end quality checks while maintaining QA records
- Complete spot checks and quality reviews for new starters and underperforming colleagues
- Assist with training preparation, delivery, follow-up activities, and quality-control implementation for new starters
- Contribute to SFK resources and training materials
- Use quality-control findings to give constructive feedback and support continuous improvement
Requirements
- Substantial experience in pension servicing or comparable financial-services operations, including lifetime-allowance calculations for pension processes
- Working technical knowledge of pension administration, relevant regulations, and HMRC requirements
- Demonstrated ability to resolve complex customer or operational queries and escalate them appropriately
- Clear written and verbal communication skills with a strong customer-service focus
- Experience controlling mailboxes and workflows while managing competing priorities accurately
- Understanding of risk-event handling, complaint timelines, and escalation procedures
- Awareness of CASS requirements and pension-related VC processes
- Exceptional attention to detail and consistent application of procedures and controls
- Experience reviewing procedural documentation or contributing to process governance
- Experience processing subject access requests
- Experience completing TTFAC or contribution-correction approvals
- Previous experience deputising or providing informal leadership support
- CII or PMI pension qualification is desirable
- Expectation to sit the PMI examination within 18 months if not already qualified
Benefits
- Group Personal Pension Plan with an 8% employer contribution and 4% employee contribution
- Life Assurance and Group Income Protection
- Bupa Private Medical Insurance
- 25 days of annual leave plus bank holidays
- Employee discounts on investment products
- Personal and Well-being Fund supporting physical and mental wellness
- Retail discounts across high-street and online retailers
- Voluntary flexible benefits that can be tailored to individual needs
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