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Drawdown & SIPP Report Writer/Administrator

Posted 26 February by Coast Specialist Recruitment Easy Apply Ended

Our client, a well established and successful IFA firm specialising in Investments and Retirement Planning is looking for an additional staff member to specialise in Drawdown and SIPP report writing.

Duties include:-

  • Carry out research and prepare reports & documentation in respect of drawdown /
    SIPPs / SIPP investments / pension transfers
  • Manage drawdown annual review procedure / letters
  • As above in relation to other types of advice (i.e. investments / pension contributions / protection) if workload dictates
  • Process benefits claims
  • Calculate and process disinvestments as appropriate
  • Calculate and process investment of deposit monies as appropriate
  • Monitor trustee cash accounts / cash health via provider websites / bank statements
  • Collate & analyse information for pension transfers in compliant manner
  • Liaise with clients/providers in person or via telephone, email, letter, fax
  • Deal with commercial property scheme maintenance
  • Deal with relevant client / provider correspondence
  • Scan correspondence / documents onto archiving system
  • New business and existing business applications and being part of the administration team

Candidates should have a good grounding in financial services including a sound understanding of pension drawdown and if possible, property SIPPs. You should be a team player.

Required skills

  • Administrative
  • Drawdown
  • Financial Services
  • Report Writing
  • SIPP

Reference: 34140954

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