SIPP Pensions Administrator
£18,000 - 25,000 + Excellent Benefits
My client is an established and well regarded Wealth Management organisation and they are currently seeking a SIPP administrator to work from their office in Leeds.
You will ideally have a good understanding of SIPP's within a financial services background and be able to carry out basic duties and be prepared to learn and develop your skills to a more senior level. If you don't have the specific SIPP experience but have 2 years plus experience across other Pensions Administration or Financial Services Administration you would still be considered
-Dealing with all day to day enquiries in relation to the SIPP's such as direct correspondence, contact from the client and/or from directors/consultants.
-Be responsible for investments and disinvestments that have been requested within the SIPP.
-All must be followed in accordance with property purchase procedures within the SIPP Procedures Manual.
-Dealing with and producing figures for clients wishing to go into drawdown or those who are reviewing their drawdown benefits.
-To ensure that all bank statement information is updated on a monthly basis.
-Ensure annual valuations are carried out in a timely manner.
-The successful candidate will have experience of working in a Financial Services Administration role - direct experience with SIPP's is advantageous, but not essential. Pension or FS experience is a MUST
- you must have excellent communication skills in order to develop and maintain excellent personal relations with the internal clients and external providers.
-You should be able to demonstrate efficient and accurate working practices at the highest level with attention to detail and technical knowledge.
-Must have strong organisational skills and the ability to multi-task.
-Must have strong IT skills, particularly in MS Excel and the ability to pick up and work with new database systems.
Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.