Are you experienced in Pensions Administration with good knowledge of SSAS OR SIPP? If so, I have an exciting opportunity for a Pensions Account Manager in Salisbury, working on a hybrid basis.
The role:
You will be responsible for carrying out cradle to grave administration for an allocated portfolio and delivering excellent technical and customer service outcomes to clients and intermediaries.
Main Duties:
* Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
* Calculate and pay retirement benefits.
* Process contributions and transfers into the scheme.
* Arrange buying/surrender of investment portfolios.
* Prepare scheme asset valuations and member fund share calculations.
* Undertake property and land purchases and sales in accordance with internal procedures and guidelines.
* Ensure that rent reviews, lease expiries, EPC certificates, and insurance renewals are in place and/or obtained as required.
* Monitor rent and loan repayments and follow internal process should arrears arise.
* Arrange loans to associated and unconnected parties, ensuring that internal procedures are followed including the credit control of those loans.
* Monitor scheme bank accounts and ensure that sufficient cash is retained to make income payments and pay fees.
* Carry out the required activity to establish a new scheme or take over the scheme from another operator.
* Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments.
* Register schemes with HMR&C, The Information Commissioner and The Pensions Regulator, as required.
* Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns.
* Calculate and pay death benefits.
* Process full and partial transfers out and takeovers.
* Prepare review packs for client meetings.
About you:
You must have experience of SSAS OR SIPP administration/managing a portfolio of clients and be able to demonstrate the following core competencies:
* Good personal organisational skills with the ability to prioritise their own workload.
* Works well under pressure maintaining attention to detail.
* Ability to work to prescribed deadlines.
* Clear concise communication skills at all levels.
* A positive attitude to client care.
* Proactive, enthusiastic, and driven approach.
* Ability to develop and maintain excellent internal and external relationships.
This is a full time role offering Hybrid working a salary circa 26,000 - 34,000 (dependant on skills and experience) this role also offers a great flexible benefits package.
Please contact Gemma Lawrence at Meridian on (phone number removed) to apply and find out more or email (url removed)