SIPP Pension's Consultant

Recruiter
Reed Insurance
Location
Stirling
Salary
£16000 - £21000 per annum
Posted
13 Nov 2017
Closes
15 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you an experienced pension's administrator looking to develop your career? Do you have experience administering SIPP and SSAS scheme's? If so, I would like to hear from you. I am currently looking for a SIPP Consultant to join a well established Pension Administrator based in Stirling. The main responsibilities of the role will include:- * To provide an excellent Customer Service to all our clients * To Manage a Portfolio of SSAS's or SIPP's the key areas being → To meet and exceed on Customer Expectations whilst maintaining department Service Standards → Portfolio is run in accordance with Fee Management principles → Completion of Pension Scheme Returns * Ensure the Quality of your work is of a very high standard and meets Department Standards * Work as part of a team and provide coaching and guidance to fellow colleagues * Participate in any Project Work and Team Meetings * Ensure that all customer requests are logged and dealt with appropriately * Provide customers with clear information and documentation when requested * Have an awareness of all types of Self Investment : the initial aspects of Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance * Use Portfolio Management Information to ensure you understand more about your clients needs * Actively update SSASMAN or Swift plus all relevant databases Essential Skills Required:- * Organised methodical & logical approach to Portfolio Management and Problem Solving * Good time management skills * Can do attitude and takes pride in work * Ability to work in a team towards targets * Must have excellent communication skills The successful candidate will receive a competitive salary, participation in discretionary bonus scheme, 23 days holiday, rising to 25 after 2 years' service, company pension, flexible benefits, life assurance cover and other rewards and benefits are available. To be considered for this role, please forward a copy of your CV or call Karen Anderson on 0141 241 4700 for a confidential chat. Reed Specialist Recruitment is an Employment Agency and an Employment Business for permanent and temporary recruitment. In response to your application Reed will contact you by phone, email or SMS to discuss it and related opportunities. You can opt out at any time using the links provided.