Account Manager - Bury, United Kingdom - DMD Recruitment LTD

DMD Recruitment LTD

Verified Company

Bury, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Account Manager

In your role as the Account Manager you will handle the entire administrative process for a portfolio of pension schemes on a cradle to grave basis.

You will not be required to advise people relating to their pension schemes, but it will be necessary to have a combination of interpersonal skills and financial knowledge.

Duties

Handling general scheme correspondence
Handling ALL pension scheme investments including bank accounts, conventional investments, loans, property purchases (with borrowing), unquoted equity and other esoteric investments
Processing retirements and arranging pension payroll
Processing transfers in and out
Liaising with IFA's, accountants and other business introducer's regarding their clients
VAT registrations and VAT filing
Processing unauthorised payment tax charges
Updating the back office systems with information and ensuring accuracy of all records and files
Producing trust deeds and Trustee Resolutions
Decision making on loans/ properties/ esoteric investments/ unquoted shares/ retirement and death benefits

Your role will largely be administrative in nature and involve processing contributions, transfers, arranging the wide variety of pension scheme investments and calculating benefits.

You will need excellent numerical skills to arrange payment of pensions,other benefit payments and transfers. In addition, you will require literacy sills for written communication, reports, documents and trust deeds.

It will be part of your job to liaise with with other organisations to ensure compliance with all legal and regulatory aspects of pension administration.

For the full job spec, please apply.