The opportunity for a professional individual to join a Specialist Pensions provider. This is a chance to join an evolving firm with a fresh approach to retirement wealth planning whilst gaining new or enhanced qualifications.

SIPPS SSAS DC DB – you know what I am talking about!

What do you need for the Pensions Administration role?

• Some experience in one of the following pension schemes:
• Self-Invested Personal Pensions (SIPP)
• Small Self-Administered Schemes (SSAS)
• Defined Contribution (DC)
• Defined Benefit (DB)
• Strong client focused skills
• MS Office
• Experience working with HRMC – Vat returns

What will you be doing as a Pensions Administrator?

• Setting up new clients, preparing paperwork for consultants to present to clients including gathering information on prior schemes and first draft analysis.
• Obtaining transfer value quotes and organising transfers, scheme registrations, and scheme reviews.
• Assisting Consultants in preparing advice on special situations
• Preparing and processing paperwork for deposits, stock market investment, property and other investments.
• Preparing loan documentation, calculating loan documentation.
• Inland Revenue Correspondence and Reportable Transactions
• Processing Self-Assessment tax returns
• Preparing and submitting Tax reclaims, registering SSAS's for VAT, preparing & submitting scheme VAT Returns.
• Drafting retirement letters, benefits statements, organising buy-out quotes, preparing actuarial reports
• Organising documentation to establish FURBS, payment of benefits and winding up of FURB's.

What package does the Pension Administration role provide?

• Salary of £27,000 - £35,000
• 25 days holiday (3 to be taken at Christmas) rising on length of service
• Healthcare
• Life Cover
• Pension (5%)
• Parking
• Training support to develop skills