Job Details

SIPPS

Sector:Financial Services

Region : South West England

Location: Bristol

Salary: Salary will depend on Experience

Job Ref.: CL1108LWML

Job Information

We are recruiting for a well know reputable Pensions and Benefits firm in Bristol who require a SIPP/SSAS Pensions Administrator to join their busy team.


The skills and experience for the role are as detailed below:
• Minimum 1 year’s SSAS or SIPP administration experience required
• Two year’s financial services experience preferred
• Understanding of HMRC pension legislation
• Experience in calculating pension benefits
• Experience in setting up new SSASs and/or SIPPs
• Knowledge and understanding of self-invested transactions desirable
• Excellent interpersonal and communication skills
• Excellent telephone manner and ability to handle client queries
• Well organised and possessing excellent time management skills
• Proactive and flexible with a 'can do' attitude
• Ability to multi-task and work under pressure in a busy environment
• Attention to detail and professionalism
• Excellent literacy skills for report writing and drafting correspondence
• Excellent IT skills and a working knowledge of MS Office, Word and Excel preferable


The role involves:
• Providing top class customer service on a consistent basis
• Answering the telephone effectively and professionally
• Completing documentation for new schemes and existing client transactions
• Open and monitor bank accounts
• Ensure all fees for any transactions are paid prior to commencing work
• Preparing transfer documentation in a timely fashion
• Liaising with clients, pension trustees, insurance companies and consultants
• Meeting deadlines
• Carry out any HMRC online reporting in a timely manner
• Liaising with Accounts team regarding fees, VAT and PAYE as required
• Calculate pension benefits
• Monitor all pension schemes and deal with issues
• Maintain appropriate diary procedures to ensure a quick and efficient flow of business through to completion.
• Update CRM