Pension Portfolio Specialist
4 weeks ago
Meridian Business Support is recruiting a Pension Portfolio Executive to join their Financial Services team. The successful candidate will work in a Hybrid environment, splitting time between the Bolton office and remote work.
Key Responsibilities:
- Calculate and pay retirement benefits to scheme members.
- Prepare scheme asset valuations and member fund share calculations.
- Monitor scheme bank accounts to ensure sufficient cash is retained.
- Register schemes with relevant regulatory bodies, including HMR&C and The Pensions Regulator.
- Complete and submit Pension Scheme Returns, Event Reports, and Accounting for Tax Returns.
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 £26,000 - £32,000 DOE plus great benefits.
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Pension Portfolio Manager
4 weeks ago
Salford, Salford, United Kingdom Meridian Business Support Full timeMeridian Business Support is seeking a skilled Pension Portfolio Manager to join their client's growing team in the Financial Services sector.About the roleThe successful candidate will be responsible for carrying out cradle to grave administration for an allocated portfolio of SSAS Schemes, delivering excellent technical and customer service outcomes to...
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Full Time Pension Portfolio Executive
1 month ago
Salford, Salford, United Kingdom Meridian Business Support Full time £26,000 - £32,000Pension Portfolio ExecutiveMeridian Business Support is working with a leading Financial Services client to find a skilled Pension Portfolio Executive to join their team. The ideal candidate will have experience in managing a portfolio of SSAS or SIPP pensions.The role involves calculating and paying retirement benefits, preparing scheme asset valuations and...
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Commercial Portfolio Director
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Senior Portfolio Development Specialist
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Data and Analytics Portfolio Strategist
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Financial Services Executive
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Commercial Insurance Pricing Specialist
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