We have roles available for experienced SIPP and SSAS Administrators. The roles can be based in either the Edinburgh office or the Birmingham office with the option to work twice per week at home. To be considered you must have administration experience within the SIPP and/or SSAS industry.
You will be assisting the team in providing a quality and efficient service to all clients when processing new business and ongoing servicing.
Duties will include inputting client data in to SIPP Pro or SSAS Pro when setting up new plans or schemes and maintaining the data throughout the lifetime of the lifecycle. Crystallising of pension benefits and making pension commencement lump sum and/or income payments. You will possess the ability to apply the correct tax code to income payments made and recognise the various transitional protections that can apply to a plan and ensuring that the correct LTA is applied.
You must be able to communicate effectively and professionally with internal and external clients in a variety of mediums including in writing, face to face and verbally over the phone and be able to provide clear technical support and service in a timely fashion.
We are looking for applicants who are flexible, proactive with a willingness to co-operate and support others, showing initiative, and team, as well as personal commitment.
You will be rewarded with a good salary, generous benefit package and excellent career progression opportunity.
For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me.