Sipp Administrator

Cheltenham Our client has become a reputable wealth management firm across Cheltenham and the South West. The requirement for a Sipp/SSAS Administrator has become available within their team, to manage and administer a portfolio of clients, dealing with day to day activities of Sipp and SSAS pension schemes.Being a point of contact for clients, you will deal with a variety of enquiries, routine correspondence and ensure that the database is kept up to date. You will manage daily workloads and process all tasks in an efficient, accurate and timely manner, ensuring a high quality service is provided to all stakeholders. Other responsibilities will include;• Providing clear and concise information to all stakeholders, whilst ensuring standards are met or exceeded• Liaising with Sipp/SSAS members, financial advisers and third party fund managers by telephone, email, online and in writing• Prioritise and organise daily workload, to include; new business, payment of pension commencement lump sum and drawdown income, tax reclaims, HMRC and FCA reporting, investment application and death claims• Continuously deliver improvements in new business processing and in your personal development• Maintain professional expertise and knowledge levels to the required standard.To be considered you will currently be working in a Sipp or SSAS administration position and be happy to work in a busy team who focus on client satisfaction. Those with standard pension experience will also be considered and you will have a background in an FCA regulated environment. Ideally you will hold qualifications such as RO1, however the desire to obtain this will also place you at an advantage. Attention and a good eye for detail are essential and you will confident to work well in a team and to use your own initiative.A salary of c£18k+ is on offer and you will also receive quality support in building your career with backing and reputation of a reputable company.To find out more about this position or to express your interest, please contact Louise Bibb by emailing This email address is being protected from spambots. You need JavaScript enabled to view it. , quoting Sipps Professional and Reference 2148.

Sipp Administrator – (2148)

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