Pension Administrator Leicester, England
Job description
An award-winning Pension Specialist, currently requires an experienced Pension Administrator to provide a comprehensive administration service to customer and advisors. An exceptional opportunity to advance your career in the Pension sector with an company that offers genuine career progression to customers and advisors
You will have experience in administering a SIPP or SSAS schemes, this is essential, and you will ideally hold professional qualifications, although this is not essential as it offers full exam support.
In return it is looking to offer a competitive basic salary depending on experience, as well as an excellent company benefits package. If you are looking to join a forward-thinking company which offers future long-term career opportunities and training, then this is for you.
SIPP / SSAS Administrator Position
Undertake all aspects of administration of a portfolio of SSAS and/or SIPP clients. Working in a team under the guidance of a team leader the SIPP Manager and Senior Managers and Directors tasks may include but are not limited to:
- Monitor own workflow and prioritisation of outstanding work.
- Maintain a full and efficient diary system.
- Assist other team members and cover for absence of other administration staff where required.
- Communicating with clients, financial advisors, solicitors, accountants, H M Revenue & Customs, fund managers, insurance companies and other professional connections by letter, telephone, e-mail, and fax.
- Occasional attendance at client meetings with a senior colleague where required.
- Legislative Requirements & Compliance
- Develop and maintain an understanding of current pension legislation.
- Scheme Records & I.T. Systems
- Establishment of new schemes
- Takeover of Scheme From Another Trustee/Administrator (SSAS)
- Payment of Adviser Fees
- Maintain and update records on OMNI.
- Contributions and tax refunds
- Purchase and sale of assets
- Property Purchase
- Loan backs (SSAS) and Third-party Loans
- Illustrations and Valuations
- Transfers In - Protected rights and non-protected rights
- Transfers Out - Protected rights and non-protected rights.
- Share of Fund calculations and records (Group SIPP & SSAS)
- Retirement benefit calculations
Please contact Robert at PB Recruitment for further details.
