Job Description

This role involves dealing with external entities such as financial advisors, surveyors, lenders and solicitors on a regular basis.

You will be dealing with external entities such as financial advisors, surveyors, lenders, and solicitors on a regular basis.

Main responsibilities -

• Process new draw out requests
• Perform technical calculations
• Process investment withdrawals
• Use Sage to calculate tax
• As well as retirements and payments administer other aspects such as SIPP holding portfolios of properties.
• Share knowledge with less experienced members of the team.
• Build relationships with advisors, delivering great communication and service.

Required Knowledge, Skills, and Abilities

Excellent numeracy and customer service skills Understanding of Sage and Payroll Property related calculations such as, borrowing, VAT registration and returns Understanding of pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Ability to work independently and as part of as a team