
Pensions Administrator
Job Ref No:
lk 0809-19Job Category:
AdministrationJob Category:
OtherJob Status:
PermanentPay:
£25,000Area:
GodalmingThis position is working for a company that specialises in the field of Self Invested Pensions.Your reponsibilities will comprise:-
- Scheme establishment- preparing documents, setting up accounts, obtaining transfer quotes, liaising with solicitors, issuing certificates etc
- Scheme Reviews - clients letters, assisting consultants, chasing clients and all relevant administration tasks
- Maintaining Database Records
- Investment/Borrowing Transactions
- Tax matters - Tax reclaims, self assessment tax returns
- Retirement- organising payments of lump sums, pension reviews
You need to have pensions administration experience. Having experience of SIPPs and SSASs would be an advantage.


