SIPP and SSAS Administrator

Region:
North West
Area:
Lancashire
Specialism:
Financial Services
Job Category:
Pensions, Administration
Employment Type:
Permanent
Salary:
£22000.00 - £25000.00 per annum
Posted:
01-Aug-17
Recruiter:
IDEX Consulting Ltd
Job Ref:
2832

My Client is currently looking for SIPP & SSAS Administrator to join their team in Preston.

THE ROLE

•Responsibility for managing and administering a portfolio of SIPP pension schemes
•Responsibility as the first point of contact for clients within your portfolio
•Responsibility for ensuring the integrity of data
•Dealing with routine correspondence including contact with clients, their advisers and product providers
•Ensuring all HMRC and FSA deadlines are met
•Organise and prioritise work including managing clients’ expectations and escalating to the Manager any issues relating to workload
•Escalate complaints to a Manager immediately and assist to resolve as requested.
•Maintenance of paper and electronic filing systems for correspondence and documents including scanning and archiving
•Preparation of new business documentation as required by Management.
•Operate an efficient diary system
•General administration duties as requested by your Manager
•To participate in project work as requested by your Manager

THE CANDIDATE
•A working knowledge of SIPP arrangements, related insurance and pension products and services in the market place
•A working knowledge of retirement options and procedures
•A working knowledge of HMRC Regulations, FSA Regulations and Pensions Act Regulations

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Contact Details:
IDEX Consulting Ltd
Tel: 0333 700 4339
Fax: 08453 701008
Contact: Graeme Hyland

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