IFA Support Administrator

Recruiter
Centrepoint Recruitment Consultants
Location
Horsham
Salary
20000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time

Pensions Administrator - SSAS/SIPPS

£ excellent market rate salary + benefits

Mid Surrey

Working closely with Consultants to provide a full administration service for existing and new SSAS and SIPP Pensions clients - covering scheme establishment, scheme reviews, retirements, tax matters, and trustee responsibilities. The role is certainly varied and responsibilities can include for example:

  • Collating new scheme information.Providing transfer quotations
  • Undertaking scheme reviews
  • Preparations for client meetings
  • Drafting submissions for Inland Revenue approval
  • Drafting deeds
  • Scheme Registration
  • Preparing/processing for investments/monitoring property transactions
  • Collating scheme reviews and year end checks
  • Dealing with variations in contributions
  • Drafting retirement letters, organising benefits payments
  • Assisting Consultants in preparing for meetings
  • Assisting with scheme wind-up etc.

Experience/skills required:

  • Current/recent SSAS or SIPPs Pensions administration experience is required.
  • Strong communication skills.
  • A pro-active approach to meeting high service standards at all times, and a willing can-do approach to team work.
  • Progress with Pensions professional study is an advantage, and is fully supported.

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The company offers excellent benefits, including 25 days holiday, non contributory pension and free staff parking.