Pension Fund Accountant

About Aptia

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence.​

With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind.​

Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best.

And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues.

Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. 

Job requirements

As a result of the growth of our Portugal team, Aptia has exciting new opportunities for Pension Fund Accountants to join the Specialist Operations Team in Portugal.

In this role, you will manage the annual pension scheme accounts process from planning, preparation and peer review through to audit and completion for your own portfolio of clients.

This position will initially be on-site from our Lisbon offices, with hybrid working opportunities after the initial onboarding period.

With full training and support from the UK team, here’s what you’ll be doing:

• Efficient preparation of accurate accounting information for clients in compliance with regulations, and in accordance with agreed service level agreements

• Preparation of ad hoc financial information as requested

• Accountable for the standard and quality of your own work, as well as peer review work undertaken by more junior team members

• Follow set business procedural requirements, including accurate time recording and use of standard templates and e-filing

Here’s what we’re looking for:

• Previous experience working in an accounting environment or financial services industry

• Strong numerical ability and analytical skills

• Computer literate in MS Office and accounting software

• Ability to work as part of a team as well as independently

• Relevant accounting qualification (or working towards) would be highly beneficial

• Ability to follow processes and organise own daily tasks

• Strong communication skills, able to communicate effectively with stakeholders at all levels

What you can expect:

• A group committed to Diversity, Equity, and Inclusion, which embraces and respects differences, because it recognizes that only a diverse and inclusive environment creates the conditions to be prepared for a constantly changing world

• This role will provide you an exciting opportunity to learn about the processes at Aptia, whilst allowing you to grow and develop your knowledge within a pensions setting and growing team

• Benefit from the support of exceptional Learning and Development tools as well as training and peer mentoring

• A flexible work environment as our company strongly values work-life balance

• Competitive salary & discretionary bonus

• Meal Card

• Private medical Insurance, single cover with option to add dependants

• Pension scheme and life assurance

• Complimentary coffee and fresh fruit in the office

• A dynamic workplace and team, with fresh perspectives, innovative thinking and passion for success

Please apply with your CV in English.

How to apply

If you are interested in this role, then we’d love to hear from you. Please go ahead and click apply and submit your resume with appropriate contact information.

Aptia is committed to creating a diverse, inclusive and equitable work environment. At Aptia, fostering an equitable and inclusive environment for all our people to flourish is a priority. We are an equal opportunity employer and aim to attract and retain the best people without attention to age, background, disability, ethnic origin, family duties, political affiliation, race, religion, gender and sexual orientation.

If there are any reasonable adjustments we can make to the recruitment process to ensure it is accessible to you, we encourage you to reach out to us.