Job Description

Our Client are a leading and National Independent Provider of Wealth Management and Pension services with multiple offices based around the UK. An exciting opportunity is now on offer for an additional Administrator to join the large and busy Pensions Team.

Working alongside the Team Leader and a team of experienced Administrator the successful candidate will be responsible for managing and administrating a portfolio of SIPP and SSAS pension schemes. Daily duties will be varied consisting of;

• First point of contact for clients within your portfolio and to be aware of all client issues and detail.
• Inputting data on to the system within a timely manner
• 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 FSA deadlines are met
• Organize and priorities work including managing client's expectations
• Maintenance of paper and electronic filing systems for correspondence and documents including scanning and archiving
• Preparation of new business documentation
• General administration duties

Required Knowledge, Skills, and Abilities

The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed.