Pension Administrator
5 days ago
CleverHR is seeking a highly skilled Pension Administrator to join our team. As a Pension Administrator, you will be responsible for the day-to-day administration of a portfolio of SSAS schemes under the guidance of a Team Manager, Head of Pension Administration, and other Senior Managers.
Key Responsibilities:- Responsible for the administration of a portfolio of SSAS schemes, including pension regulator registrations, renewals, and returns.
- Drafting scheme-specific deeds from templates and registering with ICO/Pensions Regulator.
- Legal Entity Identifier – registrations and renewals.
- Attendance at client meetings where necessary.
- Benefit calculations / payment of PCLS & Death Benefits. Transfers In / Out.
- Scheme wind-up / loss to another provider.
- SSAS takeovers – dealing with all aspects.
- Submitting HMRC pension scheme returns.
- Customer service – effective communication with clients / IFA's / solicitors / accountants / HMRC / investment providers and other professional connections and colleagues.
- Sound knowledge of existing pensions legislation as it applies to SSAS's.
- Awareness of and compliance with GDPR and AML requirements.
- Assisting Team Manager and other Team Colleagues as required with annual leave cover.
- Work closely with the SIPP Team Leader, Management, and Financial Consultants to deliver the highest possible standard of service to clients and their advisers.
- Ensure that all relevant work received is recorded in the SIPP Pro Worklog using the appropriate task types. Update the system using appropriate notes to reflect the work undertaken and when the task is complete update accordingly.
- Process contributions and transfers into existing SIPPs.
- Monitor SIPP bank accounts to ensure that funds are invested when necessary and that sufficient cash is retained to pay fees, adviser remuneration, and income payments.
- Process new investments ensuring that they are approved and permitted investments.
- Arrange surrenders of investments where appropriate.
- Assist team members to undertake property and land purchases.
- Ensuring that rent reviews, lease expiries, and insurance renewals are dealt with.
- Prepare drawdown calculations in accordance with 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.
- Ensure that tasks personally allocated on the SIPP Pro Worklog are monitored and updated.
CleverHR offers a competitive salary, depending on experience, and an Employee Assistance Programme. If you are a motivated and organized individual with a passion for pension administration, we encourage you to apply for this exciting opportunity.
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