Pension Portfolio Specialist

4 weeks ago


Salford, Salford, United Kingdom Meridian Business Support Full time £26,000 - £32,000
Pension Portfolio Executive Role

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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