The role:
To provide a quality administration service in respect of a portfolio of SSAS & SIPP schemes
To provide technical and administrative support
To maintain records that meets the requirements of the firm and the regulator
To provide an in-house point of contact for the client
To maintain good working relationships with clients
Set up new schemes in a timely fashion, using a diary system, and prepare draft suitability reports
Carry out the renewals of scheme arrangements.
Process claims arising from death and illness, including the calculation of final remuneration and benefits payable
Monitor client accounts, in particular with the payment of pensions
Maintain accurate records, using software available
Process retirement claims - obtain comparative figures, process retirees' pensions on the open market to provide the best benefits and prepare draft suitability reports
To provide a quality administration service in respect of a portfolio of SSAS & SIPP schemes
To provide technical and administrative support
To maintain records that meets the requirements of the firm and the regulator
To provide an in-house point of contact for the client
To maintain good working relationships with clients
Set up new schemes in a timely fashion, using a diary system, and prepare draft suitability reports
Carry out the renewals of scheme arrangements.
Process claims arising from death and illness, including the calculation of final remuneration and benefits payable
Monitor client accounts, in particular with the payment of pensions
Maintain accurate records, using software available
Process retirement claims - obtain comparative figures, process retirees' pensions on the open market to provide the best benefits and prepare draft suitability reports
The CandidateApplicants must essentially have a strong background in Pensions Administration and be skilled with both SSAS and SIPP. You must demonstrate good communication skills, be well organised and a team player. A good technical understanding of compliance is also essential.
The Benefits
The opportunity to work for a leading firm, modern offices and forward thinking people. Salary guide is c£27k, 25 days hols and 4 x life cover
For further information, please don't hesitate to apply by clicking here.
The opportunity to work for a leading firm, modern offices and forward thinking people. Salary guide is c£27k, 25 days hols and 4 x life cover
For further information, please don't hesitate to apply by clicking here.
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