SIPP Administrator

Recruiter
James Phillip Financial Recruitment
Location
Sheffield
Posted
10 Jan 2018
Closes
15 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
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!

Duties:

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.