SIPP & SASS Administrator Leicester, England
Job description
Location
Salary
Posted on
Reference
Leicester
£25000 - £35000
12/05/2023
NJR13849
DESCRIPTION
Our client is a well established firm of Independent Financial Planners, who offers specialist financial, taxation and independent investment advice for both individual clients and businesses in the UK and internationally.
A newly created vacancy is available to work from their offices in Leicester for a Pensions Administrator to join the SIPP & SSAS team. Providing a professional and effective administrative service for the SIPP & SASS Schemes, daily responsibilities will include;
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
Monitor own work flow 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.
Maintain paper and electronic filing systems
Fully and accurately recording telephone conversations
Use of OMNI administration system and/or SSAS administration reports as applicable.
Liaising with new provider/insurer/administrator.
Checking registered scheme status receiving scheme.
Ensuring all HMRC and FCA deadlines are met
Maintenance of paper and electronic filing systems
Preparation of new business documentation
The successful candidate will need to have previous experience working as a pension Administrator - knowledge of OMNI database would be beneficial however this is by no means essential. You will have excellent understanding of Microsoft systems Word, Outlook, Excel and PowerPoint as well as having solid communication skills and the ability to multi-task.
Our Client is looking for a self starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment.
For more information please contact one of our specialist consultants quoting REF: NJR6749
