- Hybrid working 2 days office
- SSAS and SIPP experiance
- Career development
Fram are working with a Pension services provider who are looking for an experienced Pension Administrator to join their growing team. The role has come about due to internal promotion as our client is keen to develop individuals who are interested in other areas of the business. You will manage a portfolio of SSAS and SIPP pension schemes and undertake various administrative duties within strict deadlines to a high standard. The role is suitable for someone who understands the financial services indusrty and experience dealing with financial advisors and client before. The firm offers career development, hybrid working 1 to 2 days in the office.
Key responsibilities : - Manage and maintain a portfolio of SSAS and SIPP pension schemes
- Main contact for internal/external Financial Advisers and scheme members
- Calculation and payment of pension benefits
- Takeover of existing schemes and transfers away to other providers
- Preparing, archiving and retrieval of documentation
- Process online banking payments for invoices, fees and investments
- Oversee commercial property purchases and sales and liaise with solicitors
- Completion of loan backs, Intellectual Property purchases and share acquisitions
- Liquidation claims
- Scheme wind-ups
- Help resolve member queries and disputes
- Usage of internal database for accurate record keeping
- Keep up to date with pension legislation and law
- Provide training and support to less experienced staff, updating of procedure guides and offer process improvement suggestions
- Undertake a variety of administrative duties as per team requirements within strict Service Level Agreements
An ideal candidate will have an experience with SSAS loanbacks, commercial property purchases and/or sales, knowledge of shares, BCE - tax free cash and/or pension income calculation and processing and new scheme registration.They will consider someone from a financial planning, wealth management, or Banking environment if they have some experience of SSAS and/or SIPP administration. You must be a confident communicator with strong verbal and written skills. Strong IT skills, including Microsoft Office and Outlook.
