Pensions Administrator - SIPPs

Posted 25 May by North Oak Recruitment Ltd

Pensions Administrator (SIPPs) - Leicestershire (AL808)
to c£25,000 per annum + excellent benefits


My client is an established Pensions & Wealth Management company, providing financial planning and wealth management to both corporate and private clients and they are now looking to appoint a SIPP Administrator / Pension Administrator for their Leicestershire based offices.

The role involves the full cradle to grave administration of SIPP Pension Schemes, including:


Producing SIPP quotes
Establishing new SIPP Schemes
Dealing with general SIPP enquiries
Liaising with clients/IFAs/professional advisers/investment companies
Dealing with incoming post, benefit crystallisation and calculation of pension, receiving contributions and transfer values
Placing investments, reconciling bank statements, monitoring cash flow, updating paper and computer records
Property purchase and administration
Valuations
Fee collection
Annual review and audit
Preparing pre and at retirement packs

Requirements for the Role:

Understanding of Industry IT Systems, ideally SIPP PRO

Understanding of pensions and the tax regime in which they operate
Understanding of FSA compliance rules relating to SIPPs and packaged products

If you have previous SIPP Administration experience, then please APPLY NOW in confidence below or contact Angela Liscombe for a confidential discussion.

We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.

Required skills

  • Financial Services
  • Investments
  • Pension Administration
  • Pensions
  • Retirement Benefits

Application question

Have you worked in SIPP Administration previously?

Reference: 34293319

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