Pension Portfolio Manager
4 weeks ago
Meridian Business Support is seeking a skilled Pension Portfolio Executive to join their team in the Financial Services sector.
The successful candidate will be responsible for administering a portfolio of SSAS Schemes, delivering excellent technical and customer service outcomes to Group clients and intermediaries.
Key Responsibilities:
- Carry out cradle to grave administration for allocated portfolios.
- Deliver technical and customer service excellence.
- Process contributions, transfers, and benefit payments.
- Manage scheme assets, investments, and property transactions.
- Ensure compliance with internal procedures and regulatory requirements.
- Monitor and manage scheme bank accounts and cash flow.
- Prepare and submit required documentation and reports.
About You:
The ideal candidate will have strong experience in managing SSAS or SIPP pensions, with excellent organizational and communication skills.
What We Offer:
A competitive salary, great benefits, and a dynamic work environment.
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