Pensions Account Manager

1 month ago


Salisbury, Wiltshire, United Kingdom Meridian Business Support Full time
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 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 (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)

  • Salisbury, Wiltshire, United Kingdom Aspire Defence Services Limited Full time

    Position Overview: We are seeking a highly organised and proactive individual who excels in providing outstanding client support. As a Pension Supervisor, you will play a crucial role in overseeing our pension services, ensuring that all operations run seamlessly. Key Responsibilities: Manage the daily operations of pension services, ensuring compliance...


  • Salisbury, Wiltshire, United Kingdom Aspire Defence Services Limited Full time

    Role Overview: We are seeking a highly organised and proactive individual to oversee our pension operations. This position is essential in maintaining the efficiency and effectiveness of our pension services. Key Responsibilities: Ensure the seamless administration of pension programs. Deliver outstanding service to clients and stakeholders. Manage...


  • Salisbury, Wiltshire, United Kingdom Aspire Defence Services Limited Full time

    Role Overview: We are seeking a proactive and detail-oriented individual who excels in providing outstanding client support. As a Pension Supervisor, you will play a crucial role in managing our pension services, ensuring efficient operations and client satisfaction. Key Responsibilities: Oversee the daily operations of pension administration, ensuring...


  • Salisbury, Wiltshire, United Kingdom Nucleus Financial Full time

    Position OverviewThe Key Account Relationship Manager will collaborate with the Key Accounts division to deliver outstanding service to advisory firms. This role entails managing communications, working closely with team members, and ensuring that client requirements are addressed promptly and effectively. Building robust relationships with both new and...


  • Salisbury, Wiltshire, United Kingdom Outsource UK Full time

    Assistant Management Accountant Contract- 3months Based in Chippenham (hybrid working, 2/3days on site) £134.75/day (inside IR35)Job Overview: Our client is currently seeking a self-sufficient Management Accountant to join their team. This role demands a professional who can work independently, managing period close, reconciliations, and preparing financial...


  • Salisbury, Wiltshire, United Kingdom Reed Full time

    **About the Role**Reed Specialist Recruitment is proud to represent a rapidly growing SSAS Pension Administration firm, seeking a new SSAS Administrator to join their successful team.The ideal candidate will have experience administering SSAS schemes and be comfortable handling a portfolio of clients.**Key Responsibilities:**Administer client portfolios,...


  • Salisbury, Wiltshire, United Kingdom Reed Full time

    **About the Role**Reed Specialist Recruitment is proud to represent a rapidly growing SSAS Pension Administration firm, seeking a new SSAS Administrator to join their successful team.The ideal candidate will have experience administering SSAS schemes and be comfortable handling a portfolio of clients.**Key Responsibilities:**Administer client portfolios,...

  • Senior Accountant

    3 days ago


    Salisbury, Wiltshire, United Kingdom Accountancy Elite Full time £35,000 - £40,000

    Job Summary:We are seeking a highly skilled Senior Accountant to join our team at Accountancy Elite. As a Senior Accountant, you will be responsible for providing expert accounting services to our clients, including the preparation of statutory year-end accounts and SME financial statements.Key Responsibilities:Preparation of statutory year-end accounts and...

  • Senior Accountant

    3 days ago


    Salisbury, Wiltshire, United Kingdom Accountancy Elite Full time £35,000 - £40,000

    Job Summary:We are seeking a highly skilled Senior Accountant to join our team at Accountancy Elite. As a Senior Accountant, you will be responsible for providing expert accounting services to our clients, including the preparation of statutory year-end accounts and SME financial statements.Key Responsibilities:Preparation of statutory year-end accounts and...


  • Salisbury, Wiltshire, United Kingdom Outsource UK Limited Full time

    Position: Assistant Management Accountant Contract Duration: 3 months Location: Hybrid working model Compensation: £134.75 per day (inside IR35)Role Summary:Our client, a reputable organization, is in search of a capable Management Accountant to support their financial operations. The ideal candidate will possess the ability to work independently and...


  • Salisbury, Wiltshire, United Kingdom Outsource UK Limited Full time

    Position: Assistant Management Accountant Contract Duration: 3 months Location: Chippenham (Hybrid working arrangement) Compensation: £134.75 per day (inside IR35)Job Summary:Our client, a reputable organization, is in search of a proactive and independent Management Accountant to contribute to their financial operations. The ideal candidate will possess...


  • Salisbury, Wiltshire, United Kingdom Outsource UK Limited Full time

    Position: Assistant Management Accountant Contract Duration: 3 months Location: Chippenham (Hybrid Working Model) Compensation: £134.75 per day (Inside IR35)Job Summary:Our client, a reputable organization, is in search of a capable Management Accountant to provide essential support within their finance department. The ideal candidate will possess the...


  • Salisbury, Wiltshire, United Kingdom Outsource UK Limited Full time

    Position: Assistant Management Accountant Contract Duration: 3 months Work Arrangement: Hybrid (2-3 days on-site) Compensation: £134.75 per day (inside IR35)Role Summary:Our client, a reputable organization, is in search of a capable Management Accountant to provide essential support within their finance department. This role requires a self-motivated...


  • Salisbury, Wiltshire, United Kingdom Outsource UK Limited Full time

    Position: Assistant Management Accountant Contract Duration: 3 months Location: Chippenham (Hybrid Working Model) Compensation: £134.75 per day (Inside IR35)Role Summary:Our client, a reputable organization, is in search of a capable Management Accountant to provide essential support within their finance department. The ideal candidate will possess a strong...


  • Salisbury, Wiltshire, United Kingdom Aspire Defence Services Limited Full time

    Position Overview: We are seeking a proactive and detail-oriented individual who excels in providing outstanding client support. As a Pension Supervisor, you will play a crucial role in overseeing our pension services, ensuring efficient operations and high-quality service delivery. Key Responsibilities: Manage daily operations of pension services, ensuring...

  • Accountancy Trainee

    3 days ago


    Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our Business Outsourcing Services team as an Accountancy Trainee. As a key member of our team, you will be responsible for providing expert accountancy services to our clients, including year-end accounts, management accounts, bookkeeping, VAT returns, and cloud accounting...

  • Accountancy Trainee

    3 days ago


    Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our Business Outsourcing Services team as an Accountancy Trainee. As a key member of our team, you will be responsible for providing expert accountancy services to our clients, including year-end accounts, management accounts, bookkeeping, VAT returns, and cloud accounting...


  • Salisbury, Wiltshire, United Kingdom AB Dynamics Full time

    Job DescriptionRole OverviewReporting to the Financial Controller you will support the smooth running of the Finance Department. This is a hands on role supporting the Financial Controller to meet reporting deadlines and ensure that robust business processes and controls are in place.What will you be doing?Assist with the month end process to ensure that...


  • Salisbury, Wiltshire, United Kingdom Aspire Defence Services Limited Full time

    Position Overview: We are seeking a highly organised and proactive individual who excels in providing outstanding client support. As a Pension Supervisor, you will play a crucial role in overseeing our pension services, ensuring efficient operations and compliance with regulations. Key Responsibilities: Manage the daily operations of the pension department,...


  • Salisbury, Wiltshire, United Kingdom Salisbury NHS Foundation Trust Full time

    About the Role We are seeking a dedicated Payroll and Pensions Specialist to join our Finance team at Salisbury NHS Foundation Trust. This is an exciting opportunity to contribute to the smooth running of our pension services and ensure accurate payroll processing for our valued staff. Your Responsibilities Provide comprehensive support to the Pensions...