At a Glance
- Tasks: Manage SIPP/SSAS pension portfolios and deliver top-notch customer service.
- Company: Join a leading financial services firm with a supportive hybrid work culture.
- Benefits: Competitive salary, flexible working hours, and great employee benefits.
- Other info: Full-time or part-time options available; excellent career development opportunities.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: Experience in managing pension portfolios and strong organisational skills.
The predicted salary is between 28000 - 35000 € per year.
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.
Employment details
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.
Pension Portfolio Executives in London employer: Career Choices Dewis Gyrfa Ltd
Meridian Business Support is an exceptional employer, offering a dynamic work environment in the Financial Services sector with a strong focus on employee development and well-being. With a hybrid working model based in Wiltshire, employees benefit from a supportive culture that prioritises collaboration and client satisfaction, alongside competitive salaries and comprehensive benefits. Join us to grow your career while making a meaningful impact in the pensions industry.
Contact Detail:
Career Choices Dewis Gyrfa Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Pension Portfolio Executives in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about pensions. A friendly chat can lead to insider info on job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of SIPP and SSAS schemes. We want you to show off your expertise and how you can deliver excellent customer service outcomes. Practice common interview questions and have your own ready to go!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Apply through our website for the best chance at landing that Pension Portfolio Executive role. We’re all about making the application process smooth and easy, so don’t miss out on the opportunity to join a fantastic team!
We think you need these skills to ace Pension Portfolio Executives in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Pension Portfolio Executive role. Highlight your experience with SIPP/SSAS schemes and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit. Don’t forget to mention your proactive approach and client care attitude – we love that!
Showcase Your Communication Skills:Clear and concise communication is key in this role. In your application, demonstrate your ability to communicate effectively at all levels. Whether it's through your CV or cover letter, let us see your style!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be one step closer to joining our fantastic team at StudySmarter!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of SIPP and SSAS schemes. Be prepared to discuss specific examples of how you've managed portfolios in the past, as well as any technical details that might come up during the interview.
✨Showcase Your Customer Service Skills
Since this role involves delivering excellent customer service, think of instances where you've gone above and beyond for clients. Be ready to share these stories to demonstrate your proactive and positive attitude towards client care.
✨Organise Your Thoughts
With a variety of responsibilities listed in the job description, it’s crucial to show that you can prioritise effectively. Prepare a few examples of how you've managed multiple tasks under pressure while maintaining attention to detail.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since clear communication is key in this role, consider doing mock interviews with a friend or family member to refine your delivery and ensure you can convey your ideas effectively.
