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 tr...