• Job Title: SIPP & SSAS Administrator
  • Contract Type: Permanent
  • Location: Birmingham, West Midlands
  • Industry: Financial Services
  • Salary: Negotiable
  • Reference: 1376807_1626186358
  • Contact Name: Sammons Group
  • Contact Email: pensions@sammons.co.uk
  • Job Published: 13/07/2021 15:25

Job Description

SIPP & SSAS Administrator

Birmingham, West Midlands | Negotiable | Posted 98 days ago

Excellent opportunity for a well-renowned SIPP/SSAS specialist, assisting in providing a quality and efficient service to all clients.

Flexible, pro-active, willingness to co-operate and support others, showing initiative, team as well as personal commitment.

About the role

  • Processing new business and ongoing servicing
  • Inputting client data into SIPP~Pro or SSAS~Pro
  • Crystallising of pension benefits and making pension commencement lump sum and/or income payments
  • Declaring and arrangement settlement of Lifetime Allowance charges
  • Creation of contributions within SIPP~Pro or SSAS~Pro
  • Purchasing standard and non-standard assets
  • Dealing with day to day administration queries either via post, the telephone, or email, directly with clients or via professional connections

About you

  • Administration experience within the SIPP and/or SSAS
  • Experience of having worked within an independent trustee or investment
  • management environment an advantage
  • Exposure to Delta's SIPP~Pro, SSAS~Pro and DMM
  • Quality Confident communicator at all levels, both written and verbal

Please quote reference 1376807 . If you know someone suitable for this role, share the word and through our referral scheme receive £250! This is just one of the many roles that we are working on, all of which are on our website www.sammonspensions.co.uk . We are committed to supporting and promoting diversity in the workplace. Any salary advertised is for search purposes only. If you have not heard from us within 7 days, you have not been successful on this occasion.

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