Address
Form of workUp to £32,000+ Benefits + Exam Support
24 Days Holiday, 2 Days Hybrid, Health Cash Plan, Free Parking 5% Pension, and 2 x Life Assurance
Our Client are a leading Firm of Pension Specialists offering bespoke Pension Advice to professional individuals and companies. They hold and excellent reputation in the Industry, and now require a talented Pension Administrator to join their thriving and buoyant Firm. Working alongside the Team Leader and forming part of a wider team of Administrators, this particular role will be based in their SIPP team where the successful candidate will be responsible for managing and Administrating a portfolio of SIPP schemes.
Daily duties will be varied consisting of;
" Set up new Schemes in a timely fashion and complete online registration with HMRC and Data Protection Registrar at outset
" Wind up Schemes - including closing scheme accounts and pay benefits/transfers
" Carry out the renewals of SIPP arrangements and prepare for client meetings.
" Invoice clients in accordance with Client Agreements
" Oversee and provide guidance in respect of property purchase / sales
" Process claims arising from death and illness, including the calculation of benefits payable
" Process retirement claims and process retirees' pensions
" Process changes to Schemes
" Produce bespoke Deeds and Documents
" Monitor client bank accounts
" Carry out other routine administration tasks and deal with client queries within field of expertise / range of authorisation
" Provide technical and administrative support to the Account Adviser
" Maintain records in accordance with in-house procedures
" Provide information to accountants in respect of Scheme Accounts where appropriate and check prepared accounts
" Assist other account advisers and SSAS Account Executives with the preparation of reports both prior and post meetings
" Working with the Advisers
" Working with SSAS Team Leader and Deputy Team Leader
" Working with the Pension Transfer Specialists
" Working on joint projects or tasks with other members of the Department, Pensions Team, or Investment Team
The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Pensions. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed.
For further information please contact one of our specialist consultants quoting REF: NJR14536
