Pension Account Manager

4 weeks ago

Salisbury Wiltshire, United Kingdom Meridian Business Support Limited Full time €28,000 - €35,000

Are you experienced in Pensions Account Manager 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/remote basis.
You will be responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes (SSAS) and delivering excellent technical and customer service outcomes to clients and intermediaries.
Calculate and pay retirement benefits.
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.
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.
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.
full time
Hybrid
dependant on skills and experience) this role also offers a great flexible benefits package.

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