Are you experienced in Pensions Administration with good knowledge of SSAS OR SIPP? If so, I have an exciting opportunity for a Pensions Account Manager in Salisbury, working on a hybrid basis.

The role:
You will be responsible for carrying out cradle to grave administration for an allocated portfolio and delivering excellent technical and customer service outcomes to clients and intermediaries.

Main Duties:
*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:
You must have experience of SSAS OR SIPP administration/managing a portfolio of clients and be able to demonstrate the following core competencies:
*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 role offering Hybrid working a salary circa £26,000 - £34,000 (dependant on skills and experience) this role also offers a great flexible benefits package. 

Please contact Gemma Lawrence at Meridian on to apply and find out more or email