SIPP Administrator

James Phillip Financial Recruitment
10 Jan 2018
15 Feb 2018
Contract Type
Full Time

James Phillip Financial Recruitment are pleased to be working with a Sheffield based successful IFA brokerage, expanding again.

They are looking for a candidate with at least 2 years SIPP or SSAS administration experience looking for a new roleDo you have experience of working in a regulated environment? Are you ambitious, driven and confident of working in a fast paced, engaging environment and looking for a new challenge? If so, then this is the role for you!


Including but not limited to:

  • Carry out research and prepare reports & documentation in respect of drawdown /
    SIPPs / SIPP investments / pension transfers
  • Manage drawdown annual review procedure / letters
  • As above in relation to other types of advice (i.e. investments / pension contributions / protection) if workload dictates
  • Process benefits claims
  • Calculate and process disinvestments as appropriate
  • Calculate and process investment of deposit monies as appropriate
  • Monitor trustee cash accounts / cash health via provider websites / bank statements
  • Collate & analyse information for pension transfers in compliant manner
  • Liaise with clients/providers in person or via telephone, email, letter, fax
  • Deal with commercial property scheme maintenance
  • Deal with relevant client / provider correspondence
  • Scan correspondence / documents onto archiving system

Only a small office of 9 staff, so a sense of humour and happy to muck in with all jobs that an office requires.

Working day is 9am - 5pm

Salary £24k - £26k based on experience, plus a great benefits package.