Pension Portfolio Manager
3 weeks ago
Meridian Business Support is seeking a skilled Pension Portfolio Manager to join their team in the Financial Services sector. The successful candidate will work in a Hybrid role, splitting their time between the Bristol office and remote work.
- Calculate and pay retirement benefits.
- Prepare scheme asset valuations and member fund share calculations.
- Monitor scheme bank accounts and ensure sufficient cash is retained to make income payments and pay fees.
- Register schemes with HMRC, the Information Commissioner, and the Pensions Regulator, as required.
- Complete and submit Pension Scheme Returns, Event Reports, and Accounting for Tax Returns.
About the role:
- 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, with a salary of £28,000-£36,000 DOE plus great benefits.
Part-time applications will also be considered.
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Pension Portfolio Manager
1 month ago
Bristol, Bristol, United Kingdom Meridian Business Support Full timeMeridian Business Support is seeking a skilled Pension Portfolio Executive to join their team in the Financial Services sector. The ideal candidate will have strong experience in managing a portfolio of SSAS or SIPP pensions.Key Responsibilities:Calculate and pay retirement benefits accurately and efficiently.Prepare scheme asset valuations and member fund...
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Pension Portfolio Manager
1 month ago
Bristol, Bristol, United Kingdom Meridian Business Support Full timeMeridian Business Support is seeking a skilled Pension Portfolio Executive to join their team in the Financial Services sector. The ideal candidate will have strong experience in managing a portfolio of SSAS or SIPP pensions.Key Responsibilities:Calculate and pay retirement benefits accurately and efficiently.Prepare scheme asset valuations and member fund...
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Pension Portfolio Manager
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Pension Portfolio Manager
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Bristol, Bristol, United Kingdom Meridian Business Support Full timeAbout the RoleMeridian 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 ResponsibilitiesCalculate and pay retirement benefits accurately and efficiently.Prepare scheme asset valuations and member fund share calculations with...
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