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Pensions Account Manager

Meridian Business Support Limited
Salisbury, Wiltshire, United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Financial Planning
Contract Type
Full Time
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 07876 250477 to apply and find out more or email

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