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Vacancy Details |
| Job Reference: |
PS12991 |
| Job Title: |
SIPP/SSAS Administrator, Leicester |
| Type : |
Permanent
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| Salary: | £18,000 - £25,000 pa |
| Location : |
East Midlands
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| Sectors : |
SIPP/SSAS
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| Closing Date : |
9/16/2010 |
| Job Description : |
This role will require you to undertake all aspects of administration for a portfolio of HNW clients, both SIPP and SSAS. Monitoring your own work, you will set priorities and ensure that all scheme records are managed efficiently including filing and recording telephone conversations. You will be familiar with liaising with a variety of clients, financial advisors, accounts and solicitors over the telephone and in writing. This position requires good technical knowledge and a strong understanding of legislative requirements, ensuring compliance with the FSA and HMRC. In this position you will undertake all aspects of administration including maintaining bank accounts, dealing with trust deeds, transferring pension benefits, generating fee invoices and managing commission payments. You will undertake all aspects of benefit calculations including purchase and sale of assets, reporting on VAT, and scheme wind-ups where necessary.
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| Training: |
pip@branwellford.co.uk |
| Consultant : |
Pip Sanford |
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