SIPP/SSAS Administrator

Recruiter
NJR Recruitment
Location
Leicester
Salary
£22,000 per annum
Posted
13 Sep 2017
Closes
11 Oct 2017
Contract Type
Permanent
Hours
Full Time

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 Scheme.

Responsibilities

  • 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

About You

  • 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.