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SIPP & SSAS Administrator
Leicester,
Up to £32,000+ Benefits + Exam Support
Benefits
Discretionary bonus
4 x salary life assurance
Pension; 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available
24 days' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays
Health Cash Plan Scheme
Free parking
Hybrid working scheme - Following completion of initial training and induction
Our client is a leading Firm of Pension Specialists who offer a boutique family orientated working environment, who have been offering bespoke Pension's Advice for the past 39 years and hold and excellent reputation within the Industry and there extensive Client base. Our Client are seeking a talented SSAS Administrator to join their thriving and buoyant organisation as a result of their ongoing growth now have an excellent opportunity available to join their vibrant team based in Leicester.
Working alongside the Team Leader and forming part of a team of CRMs' this role will involve providing direct support to the Pension Consultants including key Directors. The successful candidate will be responsible for managing and Administrating a portfolio of SSAS schemes.
Daily duties will be varied consisting of;
" Set up new Schemes in a timely fashion and complete online registration with HMRC and Data Protection Registrar at outset
" Wind up Schemes - including closing scheme accounts and pay benefits/transfers
" Carry out the renewals of SSAS arrangements and prepare for client meetings.
" Invoice clients in accordance with Client Agreements
" Oversee and provide guidance in respect of property purchase / sales
" Process claims arising from death and illness, including the calculation of benefits payable
" Process retirement claims and process retirees' pensions
" Process changes to Schemes
" Produce bespoke Deeds and Documents
" Monitor client bank accounts
" Carry out other routine administration tasks and deal with client queries within field of expertise / range of authorisation
" The administration of some FURBS/EFRBS may be allocated to the Accounts Executive in addition to the SSASs
" Provide technical and administrative support to the Account Adviser
" Maintain records in accordance with in-house procedures
" Provide information to accountants in respect of Scheme Accounts where appropriate and check prepared accounts
" Assist other account advisers and SSAS Account Executives with the preparation of reports both prior and post meetings
" Working with the Advisers
" Working with SSAS Team Leader and Deputy Team Leader
" Working with the Pension Transfer Specialists
" Working on joint projects or tasks with other members of the Department, Pensions Team, or Investment Team
The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed.
For further information please contact one of our specialist consultants quoting REF: NJR13206
