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Pensions Administrator
5 months ago
Key Responsibilities:
- Creation and maintenance of data for all new and existing pension clients.
- Maintaining Internet Banking systems as necessary and responding to pension related queries in a timely manner.
- Agreeing/checking/collecting tax reclaims for all SIPPS
- Maintaining and reviewing direct debit collections
- Creating and maintaining clients in drawdown
- Providing support to other teams where required
- Transfer in and out pensions
The role is Monday to Friday 9-5:30 located in the heart of Ipswich Town Centre with great public transport located a short walk from them also with a variety of car parks dotted around Ipswich.