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pension administrator (sipp/ssas)

  • Finance
  • Godalming
  • Negotiable
  • Permanent
  • Full Time
  • RR0899
  • 29 Jun 2018
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Pension Administrator SIPP/SASS - Salary c£30,000 DOE + Pension + Excellent Benefits

Based: Surrey

Our Client are Market Leading Pension Provider, are currently looking for an experienced skilled SIPP/SASS administrator to join their Team. Candidates must have either SIPP or SASS experience.

Key Responsibilities:

* You will be expected to take full ownership for managing work volumes and priorities
* Process work in order of priority to meet the service standards and needs of clients and connections
* Responsible for building and maintaining relationships with IFA's, Clients and third parties
* Process work in line with documented procedures and within the HMRC rules and regulations
* Update systems to ensure all electronic records are up to date and easily accessible
* Assisting Consultants researching/obtaining quotations, preparing first draft of initial actuarial report
* Preparing/processing paperwork for deposits, stock market investment, property, investments
* Liaising with accountants to obtain and check pension scheme accounts, preparing trustees reports
* Preparing advise on; winding up SIPP or SASS, rearranging SASS from sale of clients' companies
* Escalate any problems or work that cannot be dealt with within the required service standards

Essential Skills and Experience;

* Minimum of 2 year's relevant experience within a SIPP/SSAS role
* Diploma or Pensions Management Institute equivalent preferred
* Working towards qualifying to CII or CFI Level
* GCSE - Minimum Maths and English or professional Qualification
* Ideal candidates work with 360* SIPP Roles
* Attention to detail and strong numerical skills
* Strong written and verbal communication skills
* Team player but also able to work independently using your initiative

This is an exciting role with a progressive and professional employer, apply today or contact us for more information.

Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV to us and we can help you find that perfect job.

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