Pension Administrator - 6 Month Ftc

Pension Administrator - 6 Month FTC

Leeds

£25,000 - £30,000

NJR Recruitment are thrilled to be working with one of the UK’s leading financial planning firms who are now looking to recruit an experienced SIPP Pension Administrator for a 6 Month fixed term contract.

What’s in it for you?

• Great Salary
• 25 days annual leave, with the opportunity to buy additional leave + Bank Holidays
• Two fundraising days in a year to give back to the community (fully paid!)
• Private Medical cover
• Hybrid Working
• Flexible Hours

*Please note, this is a 6-month fixed term opportunity*

In this role you will participate in maintaining the clients SIPP records, liaising directly with clients on pension administration matters supporting the financial advisers.

Duties will include:

• Contacting clients, handling withdrawal /benefit requests, providing application/benefit forms to clients.
• Supporting the advisers in client meetings, taking notes, developing a relationship with clients directly for future contact if required.
• Maintaining client records for all SIPPs, including wrapper information, charges, client contributions/withdrawals, cash accounts
• Working with outgoing Pensions Manager to develop future process.

What do we need from you?

• Strong financial services administration experience from within a pensions or wealth management sector.
• Confident using client management or financial planning tools
• Understanding of the CASS regulatory framework
• Strong compliance and regulatory knowledge
• Excellent communication skills, both written and verbal

If you have experience working with pensions and are looking to join a great company, apply today or contact NJR Recruitment quoting NJR14880

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