Pension Administrator

1 month ago


Leicester, Leicester, United Kingdom CleverHR Full time
Pension Administrator Job Description

CleverHR is seeking a skilled Pension Administrator to manage a portfolio of SIPP / SSAS schemes. As a key member of our team, you will be responsible for ensuring the smooth administration of these schemes, providing exceptional customer service, and maintaining accurate records.

Key Responsibilities:
  • Administer a portfolio of SSAS schemes, ensuring compliance with relevant legislation and regulations.
  • Process contributions and transfers into existing SIPPs, monitoring bank accounts to ensure sufficient funds for fees, adviser remuneration, and income payments.
  • Prepare drawdown calculations, asset valuations, and scheme wind-ups, ensuring accuracy and attention to detail.
  • Provide exceptional customer service, communicating effectively with clients, IFAs, solicitors, accountants, HMRC, and other professional connections.
  • Assist in the administration of SIPPs, working closely with the SIPP Team Leader, Management, and Financial Consultants to deliver high-quality service to clients and their advisers.
Requirements:
  • Experience in pension administration, with a strong understanding of SIPP and SSAS schemes.
  • Excellent communication and organizational skills, with the ability to prioritize tasks and manage multiple projects.
  • Proactive and enthusiastic approach, with a strong attention to detail and analytical skills.
  • Ability to work under pressure, meeting deadlines and maintaining accurate records.
  • Clear and concise communication skills, with a positive attitude to client care.
What We Offer:
  • Competitive salary, depending on experience.
  • Employee Assistance Programme.

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