Sipp & Sass Administrator

3 weeks ago


Leicester, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Leicester
£25000 - £35000
24/05/2023
NJR13849

DESCRIPTION

Our client is a well established firm of Independent Financial Planners, who offers specialist financial, taxation and independent investment advice for both individual clients and businesses in the UK and internationally.

A newly created vacancy is available to work from their offices in Leicester for a Pensions Administrator to join the SIPP & SSAS team. Providing a professional and effective administrative service for the SIPP & SASS Schemes, daily responsibilities will include;
Undertake all aspects of administration of a portfolio of SSAS and/or SIPP clients.
Working in a team under the guidance of a team leader the SIPP Manager and Senior Managers and Directors tasks
Monitor own work flow and prioritisation of outstanding work.
Maintain a full and efficient diary system.
Assist other team members and cover for absence of other administration staff where required.
Occasional attendance at client meetings with a senior colleague where required.
Maintain paper and electronic filing systems
Fully and accurately recording telephone conversations
Use of OMNI administration system and/or SSAS administration reports as applicable.
Liaising with new provider/insurer/administrator.
Checking registered scheme status receiving scheme.
Ensuring all HMRC and FCA deadlines are met
Maintenance of paper and electronic filing systems
Preparation of new business documentation

Our Client is looking for a self starter, proactive individual, who has the passion and drive to succeed in a fast paced, professional environment.

For more information please contact one of our specialist consultants quoting REF: NJR6749



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