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Salary** SALARY UP TO £45,000 **
** FREE ONSITE PARKING **
NJR Recruitment are working in Partnership with a specialist provider of bespoke self-invested pension solutions to professional advisers, business owners and other High Net Worth clients. They are now seeking a talented pensions professional to join their management team.
The Pensions Team undertakes a range of duties associated with the day-to-day management of client pension arrangements, both Small Self-Administered Schemes (SSAS) and SelfInvested Personal Pensions (SIPP) including the following key areas:
o Establishing new pension arrangements (SIPP & SSAS)
o Processing transfers in and out
o Processing new investment applications and encashments
o Dealing with regulatory bodies (HMRC, TPR)
o Issuing annual & ad-hoc illustrations
o Undertaking funding and other ad-hoc calculations
o Dealing with client and intermediary queries
o Record keeping and maintenance of client databases
o Dealing with benefit payments and queries
o Processing third party client payments
o Obtaining asset valuations
This diverse role will partly involve co-management (alongside another Pensions Manager) of day-to-day Self-Invested Personal Pension (SIPP) operations and partly involve taking responsibility for other key areas associated with the smooth running of SIPP operations and enhancement of the Company's service proposition. Key day-to-day responsibilities will include such areas as:
o Allocation of work to team members in accordance with skill sets and experience
o Supervision and sign off of work to ensure accuracy of all outgoing correspondence
o Checking and signing off illustrations, including SMPI, New Business, Drawdown and other ad-hoc illustrations
o Logging and monitoring all work to ensure key tasks are actioned within agreed turnaround times
o Providing ongoing support and coaching to the administration team
o Using initiative to resolve client enquiries and being proactive in improving the service to clients
o Motivating the team and being positive and approachable to all levels of staff.
The role would suit someone technical, ambitious and hardworking. Candidates should have a dols understanding of SIPP Administration, and would have been working in a Senior Admin / Team Leader role and now looking for the next step.
NJR 14354
