Pension Portfolio Executives
J2844
Posted: 27/04/2026
- £28000 to £35000 Per: annum
- Wiltshire, 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 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:
**Part Time applications will also be considered**
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 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.
- 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.
**Part Time applications will also be considered**
Please contact Gemma Lawrence at Meridian on 07876 250447 to apply and find out more or email glawrence@meridianbs.co.uk
