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Financial Services IFA Person Pensions and SIPP Administrator

Location: GERRARDS CROSS, BUCKINGHAMSHIRE, UNITED KINGDOM Salary: 25,000-30,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: 29 days ago Reference: X3-390257

 My client a leading IFA practice is actively looking to recruit a skilled Pensions Administrator from an IFA Administration background with strong personal pensions knowledge the candidate must have a good understanding of Personal Pensions along with SIPP and SSAS.  In addition the candidate must have exposure of setting up new plans with pension providers/platforms.    In addition you must be obtaining relevant exposure on existing PPP/SIPP Plans for consolidation assessment and implementation. 

The role involve processing new business and supporting a team of Advisers and understanding the initial and ongoing adviser chargers and can conduct monthly reconciliations and is able to appreciate the existence of income tax relief, Annual allowance etc. 

To be considered you must have the following background

Persona pensions within an IFA background including SIPP 

Competent in producing Excel spreadsheets

Comfortable booking appointments with excellent client skills

Ability to support Advisers on the processing side

Please only apply if you have the relevant skills in order to proceed.  I look forward to seeing your updated cv and the salary is up to £30k 

 

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