Pensions Account Manager

Meridian Business Support are working with our fantastic client within the Financial Services sector, they are looking for a Pensions Account Manager to join their growing team on a Hybrid or Remote basis.

About the role
Responsible for carrying out cradle to grave administration for an allocated portfolio of SSAS/SIPP and delivering excellent technical and customer service outcomes to Group clients and intermediaries.
Promoting company culture and behaviours, and actively contributing to being a great place to work.

Key accountabilities:

• 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:
The job holder should have strong experience of managing a portfolio SSAS/SIPP pensions.
You should demonstrate the following core competencies as a minimum:

• 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 Hybrid/Remote role working Monday to Friday 9am – 5pm, offering a salary of £28,000 - £35,000  DOE plus great benefits.
Please contact Gemma Lawrence at Meridian on to apply and find out more or email