Equiniti
Client Reporting Manager
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Role Summary
EQ Retirement Solutions is seeking 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
The successful candidate will be responsible for the following:
- 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.
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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
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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 enhance 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.
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