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 Wiltshire Office, other locations will be Considered.
About the role
Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP/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.
About you
- The job holder should have strong experience of managing a portfolio 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.
This is a full time Hybrid role working Monday to Friday 9am - 5pm, offering a salary of £28,000 - £35,000 DOE plus great benefits.
Part Time applications will also be considered
Please contact Gemma Lawrence at Meridian on (phone number removed) to apply and find out more or email (url removed)
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