Address
Form of work
SalaryPENSIONS ACCOUNT MANAGER - SIPP & SSAS
Up to 37,000 + Benefits + Exam Support
REMOTE (Manchester or Leicester Offices)
Our Client are a leading Firm of Pension Specialists offering a family orientated working environment and over the years they have built up an excellent reputation for providing specialist SSAS Pension Administration services. They are now looking to recruit a number of Account Managers to handle a SSAS Portfolio on a remote basis. They do have offices in Leicester & in North Manchester for those who are keen to work from the office.
Working alongside the Team Leader and forming part of the SSAS Administration team', this role will involve providing direct support to the Pension Consultants including key Directors. The successful candidate will be responsible for managing and Administrating a portfolio of SSAS schemes.
Daily duties will be varied consisting of;
" Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments.
" Register schemes with HMR&C, The Information Commissioner for Data Protection Act and The Pensions Regulator, as required.
" Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns
" Carry out the required activity to establish a new scheme or take over the scheme from another operator, including scheme documentation, application forms, collection of data required and creation of OMNI records.
" Prepare review packs for client meetings to include updated scheme valuation and notes of any issues to discuss.
" Attend Trustee meetings as required.
" Deal with any other queries or correspondence, as they arise.
" Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments.
" Register schemes with HMR&C, The Information Commissioner for Data Protection Act and The Pensions Regulator, as required!
" Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns
" Carry out the required activity to establish a new scheme or take over the scheme from another operator, including scheme documentation, application forms, collection of data required and creation of OMNI records.
" Prepare review packs for client meetings to include updated scheme valuation and notes of any issues to discuss.
" Attend Trustee meetings as required.
" Deal with any other queries or correspondence, as they arise.
To apply for the role candidate should have previous experience working in a similar role, and those from either a SIPP or SSAS background will be considered.
For further information please contact one of our specialist consultants quoting REF: NJR 14721
