Job Description

The role is varied and will require a wide range of skills to undertake the day-to-day duties. Candidates applying for the role will be responsible for all aspects of administration for SIPP and SSAS products including those holding commercial properties and will be dealing with surveyors, lenders and solicitors on a regular basis as well as financial advisers.
Main responsibilities include:

• Process new drawdown and transfer out requests
• Have timely communication with the advisers and members to notify them of any issues with the member's request
• Ensure all requests are tracked till completion
• Perform necessary technical calculations
• Process investment withdrawals for one off and regular payments on time for payments to the members on time
• Process member benefit payroll and use Sage Payroll to calculate tax
• Use HMRC online services to process income tax
• Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties.

This is a truly exciting opportunity for a high caliber individual looking for a change and has 3-4 years prior experience working in the pensions industry. The successful individual will benefit from a good basic salary, lucrative market leading benefits, bonuses and study support.

Required Knowledge, Skills, and Abilities