Pensions Administrator (SIPP)
- Location:
- Edinburgh jobs
,
Midlothian jobs
- Salary:
- £21,000
- Company:
- Elite Appointments
- Job type:
- Permanent jobs
- Date posted:
- 12/11/2009 13:36
- Job id:
- 45674596
- Contact:
- Lynn Wilson
- Ref:
- Totaljobs/49
Our client is seeking a pensions administrators for their Edinburgh office.
Job objective:
Responsible for providing an excellent administration service to a portfolio of schemes. This covers the delivery of technical information as require by the company and regulation in an easy to understand manner. To assist less experienced colleagues in all aspects of pensions.
Responsibilities:
* Dealing with clients, IFAs, banks, investment companies, solicitors etc, by telephone, e-mail and letter
* Providing annual scheme reviews and valuations
* Providing all administration duties in line with company requirements and relevant legislation - e.g.Purchasing unlisted share, processing loanback applications and co-ordinating security requirements with all relevant parties. Dealing with contributions and transfers in to the scheme.
* Monitoring bank balances to ensure sufficient funds are held to cover payments - e.g. pensions, mortgages etc
* Monitoring bank balances to ensure expected account credits are received - e.g. contributions, rent, interest etc
* Invoice client in accordance with company fee schedules
* Completing annual and specific Event Reports to HMRC
* Completing investment in accordance with HMRC guidelines
* Scheme data inputing (Swift) and maintaining computer records
* SIPP or SSAS experience, but will consider candidates with financial services experience (ideally pensions - personal pensions or Executive Pensions plans)
Qualification
* CF1. FA2 or studying towards
Knowledge
* Swift Manual (including workflow)
* Scheme Administration Manual
* Compliance Manual
* Data Protection Act
* Anti Money Laundering Legislation
* INVU & BOS system
Ref: 049
