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Pensions Account Manager

Posted: 11/12/24
Recruiter:Meridian Business Support
Reference:2865247046
Type:Permanent
Salary:£28,000 - £34,000 Annual
Location:Salisbury, Wiltshire
Description: Are you experienced in Pensions Administration with good knowledge of SSAS OR SIPP? If so, I have an exciting opportunity for a Pensions Account Manager in Salisbury, working on a hybrid basis.

The role:
You will be responsible for carrying out cradle to grave administration for an allocated portfolio and delivering excellent technical and customer service outcomes to clients and intermediaries.

Main Duties:
  • Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
  • Calculate and pay retirement benefits.
  • Process contributions and transfers into the scheme.
  • Arrange buying/surrender of investment portfolios.
  • Prepare scheme asset valuations and member fund share calculations.
  • Undertake property and land purchases and sales in accordance with internal procedures and guidelines.
  • Ensure that rent reviews, lease expiries, EPC certificates, and insurance renewals are in place and/or obtained as required.
  • Monitor rent and loan repayments and follow internal process should arrears arise.
  • Arrange loans to associated and unconnected parties, ensuring that internal procedures are followed including the credit control of those loans.
  • Monitor scheme bank accounts and ensure that sufficient cash is retained to make income payments and pay fees.
  • Carry out the required activity to establish a new scheme or take over the scheme from another operator.
  • Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments.
  • Register schemes with HMR&C, The Information Commissioner and The Pensions Regulator, as required.
  • Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns.
  • Calculate and pay death benefits.
  • Process full and partial transfers out and takeovers.
  • Prepare review packs for client meetings.
About you:
You must have experience of SSAS OR SIPP administration/managing a portfolio of clients and be able to demonstrate the following core competencies:
  • Good personal organisational skills with the ability to prioritise their own workload.
  • Works well under pressure maintaining attention to detail.
  • Ability to work to prescribed deadlines.
  • Clear concise communication skills at all levels.
  • A positive attitude to client care.
  • Proactive, enthusiastic, and driven approach.
  • Ability to develop and maintain excellent internal and external relationships.
This is a full time role offering Hybrid working a salary circa 26,000 - 34,000 (dependant on skills and experience) this role also offers a great flexible benefits package.

Please contact Gemma Lawrence at Meridian on (phone number removed) to apply and find out more or email (url removed)

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