Job Description

Location
Salary
Posted on
Reference
Leicester
\xc2\xa325000 - \xc2\xa332000
01/12/2023
NJR13931
DESCRIPTION

SIPP Administrator
Leicester,
Up to \xc3\x82\xc2\xa332,000+ Benefits + Exam Support
24 Days Holiday, 2 Days Remote, Health Cash Plan, Free Parking 5% Pension, X2 Life Assurance

Our Client are a leading Firm of Pension Specialists who offer a boutique family orientated working environment, who have been offering bespoke Pension\'s Advice for the past 39 years and hold and excellent reputation within the Industry and there extensive Client base. Our Client are seeking a talented SIPP Administrator to join their thriving and buoyant organisation as a result of their ongoing growth now have an excellent opportunity available for an additional \'Client Relationship Manager\' to join their vibrant team based in Leicester.

Working alongside the Team Leader and forming part of a team of CRMs\' this role will involve providing direct support to the Pension Consultants including key Directors. The successful candidate will be responsible for managing and Administrating a portfolio of SIPP schemes.

Daily duties will be varied consisting of;

" Maintain accurate records, processing changes: using software available (Omni, Virtual Cabinet, Adviser Office, Excel)
" Maintain a diary confirming the date of any drawdown anniversaries, rent reviews, lease expiry etc
" Banking of cheques into the SIPP bank account and requesting payments: cheque/bank transfers
" Prepare for client meetings Annual Review Packs, including Accounts Reconciliation & Annual Statements
" Issue Client Meeting Notes and undertake action points
" Invoice clients in accordance with Client Agreements
" Client Contact\' telephone, email, face to face
" Liaise with Financial Planners and paraplanners
" Accountant contact; telephone, email, face to face
" Reviewing documents and arranging for trustee\'s signature
" Produce bespoke Documents
" Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation
" Provide BCE illustrations and statements and other required confirmation to client
" Issue Cancellation rights
" Undertake FCA reporting to Compliance
" Obtain plan valuations for the purposes of income drawdown calculations
" Monitor SIPP bank accounts, in particular with the payment of pensions
" Process Age 75 BCE test
" Process claims arising from death and illness, including the calculation of final remuneration and benefits payable. Submit information pack to the DBSTL Death Benefit Committee and assist the Suitability Team to aid preparation of associated Suitability Reports following confirmation of Beneficiary.

The successful candidate will be intelligent and ambitious with the desire to learn and succeed within Financial Planning. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed.

For further information please contact one of our specialist consultants quoting REF: NJR13931