Pension Portfolio Manager

3 weeks ago


Bristol, Bristol, United Kingdom Meridian Business Support Full time

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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