SIPP Account Executive

Job description

Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development?

Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm.

Duties for this role will include:

• Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients
• Calculate and pay retirement benefits.
• Process contributions and transfers into the scheme.
• Arrange buying/surrender of investment portfolios.
• Prepare scheme asset valuations and member fund share calculations.

You will have:

• Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes.
• Good communication and organisation skills
• Strong workload prioritisation

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and de…