Pension Portfolio Manager

2 months ago


Bristol, Bristol, United Kingdom Meridian Business Support Full time
About the Role

Meridian Business Support is seeking a skilled Pension Portfolio Executive to join their team in the Financial Services sector. This is a hybrid role, working 2-3 days in the Bristol office.

Key Responsibilities
  • Calculate and pay retirement benefits accurately and efficiently.
  • Prepare scheme asset valuations and member fund share calculations with precision.
  • Monitor scheme bank accounts to ensure sufficient cash is retained for income payments and fees.
  • Register schemes with relevant authorities, including HMR&C, The Information Commissioner, and The Pensions Regulator.
  • Complete and submit Pension Scheme Returns, Event Reports, and Accounting for Tax Returns in a timely manner.
About You

The ideal candidate will have strong experience in managing a portfolio of SSAS or SIPP pensions. This is a full-time hybrid role, working Monday to Friday 9am-5pm, offering a salary of £28,000-£36,000 DOE plus great benefits.

Part-time applications will also be considered.



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