SSAS & SIPP Administrator – Financial Planning J-729
£22,000 to £25,000
Reporting to Pensions Department Manager
Award winning, highly specialised firm of pension consultants with many years experience. Professional Trustees to individuals Small Self-Administered Scheme ( SSAS ) or Self-Invested Personal Pension Plan ( SIPP ).
Main Purpose of the role is to carry out the day to day administration of SIPP & SSAS pension schemes and to be a point of contact for clients/intermediaries
- You will be a customer orientated individual, and be responsible for looking after a portfolio of SIPP & SSAS pension schemes, producing annual reports & illustrations for SIPPs
- Submitting the online Registered Pension Scheme Returns for SSASs
- Maintaining the database
- Producing benefit calculations for BCEs for SIPP & SSAS clients
- Paying benefits
- Submitting the online Pensions Regulator returns & dealing with levy payments
- Arranging investments’ purchase/sale
- Dealing with clients and advisers both face to face and over the telephone as well as by fax and email
- Updating the Transaction Reporting System on the FCA website for the SIPP
- Completing SIPP & SSAS surveys as and when required
- Carrying out simple due diligence checks on potential new investments
- Establishing new SIPPs, inc transfers, and performing anti-money laundering checks Dealing with all aspects of property purchases
- Providing assistance to the management team with regards to updating procedures checklists
- Providing assistance to the management team on updating scheme documents and fee agreements
- Cross checking colleagues’ work Monthly PAYE run and tax reclaims on contributions
- VAT returns
To apply for this position please call the office on 0161 973 0133 or email firstname.lastname@example.org
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