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