Pensions account manager
3 weeks ago
Our client is looking for an Account Manager to be responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes and delivering excellent technical and customer service outcomes to clients.
~£Home based role (Head office in Leicester)
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.
Ensure that all administration tasks are carried out in accordance with agreed timescales and quality standards.
Ensure that scheme data is full and accurate across all system platforms and fill gaps as identified, so that use of functionality is maximised.
Adhere to all regulatory and process requirements.
Ensure individual activities that feed into departmental or business projects, initiatives and objectives are completed to quality and timeframe expectations.
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