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Pension Account Manager

Alexander Lloyd
Job LocationManchester
EducationNot Mentioned
Salary£30,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our client are a leading Life and Pension firm specialising in SIPP and SSAS arrangements and they are currently seeking an Account Manager to join their already highly successful team. The role will be to take charge of a portfolio of SSAS pension schemesand manage the client relationship through the whole pension scheme lifecycle from the point the pension scheme is set up through to retirement and drawdown and ultimately the process of dealing with death benefits following the members death.Responsibilities will include:

  • Building and maintaining positive working relationships with clients, IFAs and key stakeholders
  • Handling all pension scheme investments, loans, commercial property transactions and unquoted equity enquiries
  • Processing retirement benefit and pension drawdown requests and arranging pension payment through pension payroll
The right candidate will have previous experience of working within the Pension Industry and a good understanding of HMRC pension legislation. You will be rewarded with a good salary and company benefits as well as flexitime and a generous bonus scheme.Date Posted 5th September 2023Closing Date 29th September 2023Please quote 49949 when calling Sarahat Alexander Lloyd or email them at sha@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, GroupRisk, Paraplanners, Sales Support, T&C etc.Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continueto check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.

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