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Pensions Account Manager

Optima Recruitment
Grove Park, Enderby, United Kingdom
Competitive Salary
Closing date
Apr 26, 2024

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Job Role
Financial Planning
Contract Type
Full Time
Our client is looking for an Account Manager to be responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes and delivering excellent technical and customer service outcomes to clients.
- £32,000 - £35,000
- Home based role (Head office in Leicester)
Job specification:
* 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.
* Attend Trustee meetings as required.
* Deal with any other administration or queries, as they arise.
* Adherence to internal procedures and compliance:
* Ensure that all administration tasks are carried out in accordance with agreed timescales and quality standards.
* Schedule daily workflow and diarise scheme administration in accordance with internal processes.
* Ensure that scheme data is full and accurate across all system platforms and fill gaps as identified, so that use of functionality is maximised.
* Accurately recorded all time costs and disbursements and collect fees as required.
* Adhere to all regulatory and process requirements.
* Proactively fill own knowledge gaps and assist in the development of colleagues.
* Ensure individual activities that feed into departmental or business projects, initiatives and objectives are completed to quality and timeframe expectations.
Person specification:
- Good personal organisational skills with the ability to prioritise their own workload.
- Experience with SSAS
- 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

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