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 years SSAS or SIPP administration experience required
Two years 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