Pensions Administrator

5 days ago

Leicester, United Kingdom Flowers Associates Full time

**Pensions Administrator**
Location: Leicester, LE1

**Salary**: £24,000-£26,000 DOE
Hours: Full time, Monday to Friday 9-5:15pm with 1 hour lunch break
Permanent Vacancy
Are you an experience SIPP/SASS or pensions administrator, looking for a new challenge? Do you have exceptional mathematical skills? Would you like to have the opportunity to further develop your professional qualifications whilst in a permanent role? If so,this role is for you
Flowers Associates are recruiting for an experienced Pensions Administrator with a proven track record of dealing with high profile clientele, excellent customer service skills and the ability to prioritise workflow, to join a Trustee Pension company withinthe Pensions Administration Team in Leicester City Centre, LE1.
This reputable, supportive company offer the unique opportunity for the pensions administrator to study a range of Chartered Insurance Institute qualifications, paid for by the company with mentor support and additional time off for exams.
The Role:
To undertake all aspects of the administration for a portfolio of high profile SSAS and/or SIPP Clients.
The successful Pensions Administrator will be responsible for but not limited to the following duties:

- Manage and prioritise own workflow and outstanding tasks, whilst maintaining a full and efficient diary system
- Assist the Head of Financial Administration in collation of information for the annual Pension Scheme Returns
- Process monthly tax reclaim submissions on client’s personal contributions, maintain the tax reclaim account and allocation of funds to client’s accounts
- Perform annual tax reclaim return and liaise with clients and professional connections regarding tax reclaim queries
Maintain a record of fee basis, generating fee invoices and monitoring funding for payments and produce chasers when required
- Maintain and update client’s personal records on the internal system
- Assist with the purchase/sale of assets including but not limited to, bank cheques, cheque ledger, reconciliation of bank accounts, maintain investment ledgers and self-assessment tax return records
- Generate rental invoices as well as monitor and chase rental payments to ensure prompt payments, assisting the Accounts Team with fee collection where necessary
- Assist with Property purchasing, liaising with solicitors and mortgage provides where necessary, including but not limited to checking documentation, property insurance and rental calculations
- Occasionally accompany Senior Colleagues at Client meetings
- Develop and maintain an understanding of current pension legislations
- Ensure full compliance in line with legislations, HMRC and internal procedures
Employee Benefits:

- 4x death in service
- Holidays: 25 days plus bank holidays, increasing by 1 day after 3, 5, 7, 10 and 15 years, each year to max 30 days holiday
- Contribution to a group pension scheme of up to 6%
- Study package available
- Hybrid work from home policy, however for new recruits, the expectation is for them to work from the office full time whilst they are training
Additional Information:

- 9-minute walk away from Leicester Railway Station.
- 15-minute walk from the Bus station.
- This company is located in Leicester City centre.

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