SIPP & SSAS Administrator

Gold Group Limited
£20000 - £27000 per annum
16 Apr 2017
16 May 2017
Contract Type
Full Time
A fantastic opportunity has come about to join a successful and growing wealth management organisation in Preston!

SIPP/SSAS Administrator - Preston

Key Responsibilities:

- Responsibility for managing and administering a portfolio of SIPP and SSAS pension schemes in accordance with HMRC/FCA regulations and internal systems and procedures.
- Responsibility as the first point of contact for clients within your portfolio and to be aware of all client issues and detail.
- Responsibility for ensuring the integrity of data on the Company's administration software and databases by ensuring data is input on a timely and accurate basis.
- Dealing with routine correspondence including contact with clients, their advisers and product providers both by postal correspondence, fax, e-mail and telephone.
- Ensuring all HMRC and FCA deadlines are met.
- Organise and prioritise work including managing clients' expectations and escalating to the Manager any issues relating to workload and its completion in a timely manner.
- Adherence to the Company's Treating Customers Fairly policy.

Knowledge and Skills Requirements:
- Maintain and develop personal knowledge and skills to the responsibilities of the roles and be committed to a programme of continuous improvement as required by the business.
- A working knowledge of SIPP and SSAS arrangements, related insurance and pension products and services in the market place.
- A working knowledge of property transactions and procedures as they relate to SIPP and SSAS.
- A working knowledge of retirement options and procedures as they relate to SIPP and SSAS.
- A working knowledge of HMRC Regulations, FCA Regulations and Pensions Act Regulations as they apply to the function of the role.

This advert was posted by Gold Group - one of the UK's leading niche recruitment consultancies. We span a variety of specialist industries and are the recruitment company to help you find your next career opportunity. We pride ourselves on our commitment to candidates and stick to our ethos of finding the right role for the right person. Visit our website or get in touch today to discuss this role, find out what else we've got or just for a chat about the state of your industry. Services advertised by Gold Group are those of an Agency and/or an Employment Business.

Please be aware that we receive a high volume of applications for every role advertised and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview.