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SIPP Administrator, City of London
- UK - City of London
- £20000 - £25000 per annum + benefits
- Full-Time Permanent
- Financial Services - Pensions
- Hays Insurance & Financial Services
- 03-10-08
Job Description
The post holder is to administer in-house and administration-only self invested and self administered pension schemes to the standards required by the company and any regulators.
Key Responsibilities and Accountabilities
Dealing with clients, IFAs, banks, investment companies, solicitors etc. by telephone, e-mail and letter.
Provide annual valuations to HM standards and provide information to IFAs upon request in a timely fashion.
Monitoring bank balances to ensure sufficient funds are held in the scheme account to cover payments; remove pension or mortgage payments etc.
Dealing with contributions and transfers into the schemes
Completing investments in accordance with Inland Revenue guidelines.
Preparation of SSAS Trustee Minute notes as required.
Maintaining and updating computer records, swift and others.
Following departmental procedures for administration
Any appropriate duties as requested by your line manager
Key Responsibilities and Accountabilities
Dealing with clients, IFAs, banks, investment companies, solicitors etc. by telephone, e-mail and letter.
Provide annual valuations to HM standards and provide information to IFAs upon request in a timely fashion.
Monitoring bank balances to ensure sufficient funds are held in the scheme account to cover payments; remove pension or mortgage payments etc.
Dealing with contributions and transfers into the schemes
Completing investments in accordance with Inland Revenue guidelines.
Preparation of SSAS Trustee Minute notes as required.
Maintaining and updating computer records, swift and others.
Following departmental procedures for administration
Any appropriate duties as requested by your line manager
- Julie Kelly
- 189399
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