Pensions Administrator
4 days ago
CleverHR is seeking a highly skilled Pensions Administrator to join our team. As a Pensions Administrator, you will be responsible for the day-to-day administration of a portfolio of SSAS schemes.
Key Responsibilities:
- Administer SSAS schemes, including telephone call recording, database updates, transaction entry, and scheme registration.
- Process Pension Regulator registrations, renewals, and returns.
- Draft scheme-specific deeds from templates.
- Register for Legal Entity Identifiers and manage renewals.
- Attend client meetings as necessary.
- Perform benefit calculations, payment of PCLS and death benefits, transfers in/out, and scheme wind-ups.
- Manage SSAS takeovers, including all aspects.
- Submit HMRC Pension Scheme Returns.
- Provide customer service, communicating effectively with clients, IFAs, solicitors, accountants, HMRC, investment providers, and other professionals.
- Maintain sound knowledge of pensions legislation as it applies to SSASs.
- Ensure compliance with GDPR and AML requirements.
- Assist Team Managers and colleagues with annual leave cover.
Administration of SIPPs:
- Work closely with the SIPP Team Leader, Management, and Financial Consultants to deliver exceptional service to clients and their advisers.
- Record all relevant work in the SIPP Pro Worklog, using appropriate task types and notes to reflect work undertaken and completion status.
- Process contributions and transfers into existing SIPPs.
- Monitor SIPP bank accounts to ensure funds are invested when necessary and sufficient cash is retained for fees, adviser remuneration, and income payments.
- Process new investments, ensuring they are approved and permitted.
- Arrange surrenders of investments as appropriate.
- Assist team members with property and land purchases.
- Manage rent reviews, lease expiries, and insurance renewals.
- Prepare drawdown calculations according to internal procedures and guidelines.
- Prepare SIPP asset valuations.
- Administer a small scheme allocation with guidance to aid progression.
- Attend regular team meetings and contribute feedback and ideas.
- Monitor and update tasks personally allocated on the SIPP Pro Worklog.
-
Pensions Administrator
6 days ago
Leicester, Leicester, United Kingdom DBCharles Recruitment Limited Full timeAbout DBCharles Recruitment LimitedWe are a reputable recruitment agency with a strong presence in the financial services industry. Our team is dedicated to providing exceptional service to our clients and candidates.Job Title: Pensions AdministratorWe are seeking a highly organized and detail-oriented Pensions Administrator to join our team. As a Pensions...
-
Pensions Administrator
7 days ago
Leicester, Leicester, United Kingdom DBCharles Recruitment Limited Full timeAbout DBCharles Recruitment LimitedWe are a reputable recruitment agency with a strong presence in the financial services industry. Our team is dedicated to providing exceptional service to our clients and candidates.Job Title: Pensions AdministratorWe are seeking a highly organized and detail-oriented Pensions Administrator to join our team. As a Pensions...
-
Pension Administrator
1 week ago
Leicester, Leicester, United Kingdom Switch Recruitment Full timeJob Opportunity: Experienced Pension Administrators WantedWe are seeking skilled professionals to join our client, an award-winning SIPP provider, as Pension Administrators. In this role, you will provide a comprehensive administration service to customers and advisors.Key Responsibilities:Administer SIPP and SSAS schemes with expertise and attention to...
-
Pensions Administrator
7 days ago
Leicester, Leicester, United Kingdom Accountancy And Finance Personnel Limited Full timeAbout the RoleThis is a challenging opportunity for an experienced professional to join our team at Accountancy And Finance Personnel Limited as a Pensions Administrator. The successful candidate will be responsible for processing and administering pension schemes, ensuring compliance with regulatory requirements and providing excellent customer service.Key...
-
Pension Administrator
6 days ago
Leicester, Leicester, United Kingdom Switch Recruitment Full time**About the Role**Switch Recruitment is seeking an experienced Pension Administrator to provide a comprehensive administration service to customers and advisors. The ideal candidate will have experience in administering a SIPP or SSAS schemes and be looking to join a forward-thinking company that offers future career opportunities.**Key...
-
Pension Administrator
7 days ago
Leicester, Leicester, United Kingdom Switch Recruitment Full time**About the Role**Switch Recruitment is seeking an experienced Pension Administrator to provide a comprehensive administration service to customers and advisors. The ideal candidate will have experience in administering a SIPP or SSAS schemes and be looking to join a forward-thinking company that offers future career opportunities.**Key...
-
Pensions Administrator
1 week ago
Leicester, Leicester, United Kingdom Flowers Associates Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Pensions Administrator to join our team at Flowers Associates. As a key member of our administration team, you will be responsible for managing and maintaining a portfolio of high-profile SIPP and SSAS clients.Key ResponsibilitiesManage and prioritize your own workflow and outstanding tasks,...
-
Pension Database Administrator
3 days ago
Leicester, Leicester, United Kingdom CleverHR Full timeWe are excited to be working with CleverHR, a forward-thinking technology business that is looking to grow its team. The company provides a cutting-edge, time-saving, and fully regulated solution for financial services providers and administrators.The Role:The role of a Pension Database Administrator is a vital part of the team! You will be driven,...
-
Pension Database Administrator
4 days ago
Leicester, Leicester, United Kingdom CleverHR Full timeWe are excited to be working with CleverHR, a forward-thinking technology business that is looking to grow its team. The company provides a cutting-edge, time-saving, and fully regulated solution for financial services providers and administrators.The Role:The role of a Pension Database Administrator is a vital part of the team! You will be driven,...
-
Pension Administration Coordinator
1 week ago
Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full timeJob Summary:We are seeking an experienced Office Administrator to join our team at North Oak Recruitment Ltd. As an Office Administrator, you will be responsible for providing exceptional customer service to our clients, advisers, and third parties.Key Responsibilities:Provide excellent customer service to all clients, advisers, and third parties, ensuring a...
-
Pensions Administrator
3 days ago
Leicester, Leicester, United Kingdom Accountancy And Finance Personnel Limited Full timeA well-established financial services company is seeking a Pensions Administrator to join their team at their Leicester branch. This role is ideal for an individual with knowledge and experience in the pensions industry.About the RoleProcess all SIPP clients, checking all documentation.Process and check all aspects of product and investment...
-
Pensions Administrator
4 days ago
Leicester, Leicester, United Kingdom Accountancy And Finance Personnel Limited Full timeA well-established financial services company is seeking a Pensions Administrator to join their team at their Leicester branch. This role is ideal for an individual with knowledge and experience in the pensions industry.About the RoleProcess all SIPP clients, checking all documentation.Process and check all aspects of product and investment...
-
Office Administrator
7 hours ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeAbout the RoleNJR Recruitment is partnering with a leading firm of pension specialists to find an exceptional Office Administrator to join their team. This is a fantastic opportunity to work in a family-oriented environment where you can contribute to the successful delivery of group-wide projects.Key ResponsibilitiesCustomer Service: Provide excellent...
-
Office Administrator
9 hours ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeAbout the RoleNJR Recruitment is partnering with a leading firm of pension specialists to find an exceptional Office Administrator to join their team. This is a fantastic opportunity to work in a family-oriented environment where you can contribute to the successful delivery of group-wide projects.Key ResponsibilitiesCustomer Service: Provide excellent...
-
Pensions Administrator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeAbout the Role:NJR Recruitment is seeking a highly skilled Pensions Administrator to join their SSAS team in Leicester. As a Pensions Administrator, you will provide a professional and effective administrative service for the SIPP & SASS Schemes.Key Responsibilities:Undertake all aspects of administration of a portfolio of SSAS Clients.Work in a team under...
-
Pensions Administrator
10 hours ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeAbout the Role:NJR Recruitment is seeking a highly skilled Pensions Administrator to join their SSAS team in Leicester. As a Pensions Administrator, you will provide a professional and effective administrative service for the SIPP & SASS Schemes.Key Responsibilities:Undertake all aspects of administration of a portfolio of SSAS Clients.Work in a team under...
-
SIPP/Pensions Administration Specialist
4 weeks ago
Leicester, Leicester, United Kingdom DBCharles Recruitment Full timeAbout the Company: DBCharles Recruitment is a well-established firm known for its excellence in Financial Planning and Advisory services. With a strong reputation built over decades, we are committed to fostering long-lasting relationships with our clients.Position Overview: We are seeking a dedicated and detail-oriented Pensions Administrator to join our...
-
Pensions Administrator
4 days ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeAbout the Role:NJR Recruitment is seeking a highly skilled Pensions Administrator to join a well-established firm of Independent Financial Planners in Leicester. As a Pensions Administrator, you will be responsible for providing a professional and effective administrative service for the SIPP & SASS Schemes.Key Responsibilities:Undertake all aspects of...
-
Pensions Administrator
2 weeks ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeAbout the Role:NJR Recruitment is seeking a highly skilled Pensions Administrator to join a well-established firm of Independent Financial Planners in Leicester. As a Pensions Administrator, you will be responsible for providing a professional and effective administrative service for the SIPP & SASS Schemes.Key Responsibilities:Undertake all aspects of...
-
Pensions Administrator
7 days ago
Leicester, Leicester, United Kingdom NJR Recruitment Full timeAbout the Role:NJR Recruitment is seeking a highly skilled Pensions Administrator to join a well-established firm of Independent Financial Planners in Leicester. As a Pensions Administrator, you will be responsible for providing a professional and effective administrative service for the SIPP & SASS Schemes.Key Responsibilities:Undertake all aspects of...
