SIPP & SSAS Administrator

Recruiter
NJR Recruitment
Location
Birmingham
Salary
£30,000 per annum
Posted
01 Aug 2017
Closes
14 Aug 2017
Contract Type
Full Time

Providing wealth management, strategic financial planning, employee benefits and pensions services, our client are a leading Lancashire based financial advisory firm.

A newly created vacancy is available to work from their offices in Preston for a Pensions Administrator to join the SASS & SIPP team. Providing a professional and effective administrative service for the SIPP & SASS Schemes, daily responsibilities will include;

  • Dealing with routine correspondence including contact with clients, advisers and product providers
  • Ensuring all HMRC and FCA deadlines are met
  • Maintenance of paper and electronic filing systems
  • Preparation of new business documentation

  • Candidates applying for the role should offer the following;

  • A working knowledge of SIPP and SASS arrangements, related insurance and pensions products
  • Working knowledge of property transactions / retirement options and procedures, etc
  • Knowledge of HMRC regulations, FCA regulations and Pensions Act regulations