Pension Portfolio Executives
GL-64-3
Posted: 06/11/2024
- £27000 to £34000 Per: annum
- Bristol, South West,
- Permanent
Meridian Business Support are working with our fantastic client within the Financial Services sector, they are looking for Pension Portfolio Executives to join their growing team working Hybrid 2/3 days in the Bristol Office.
About the role
Responsible for carrying out cradle to grave administration for an allocated portfolio of SSAS Schemes and delivering excellent technical and customer service outcomes to Group clients and intermediaries.
Key accountabilities:
***The job holder should have strong experience of SSAS or SIPP pensions***
Please contact Gemma Lawrence at Meridian on 07876 250447 to apply and find out more or email glawrence@meridianbs.co.uk
About the role
Responsible for carrying out cradle to grave administration for an allocated portfolio of SSAS Schemes and delivering excellent technical and customer service outcomes to Group clients and intermediaries.
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.
***The job holder should have strong experience of SSAS or SIPP pensions***
- 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.
Please contact Gemma Lawrence at Meridian on 07876 250447 to apply and find out more or email glawrence@meridianbs.co.uk
