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SIPP & SSAS Technical Administrator

Oval Recruit
Job LocationStirling
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

SIPP & SSAS Technical AdministratorStirling - £competitive Salary / Flexible Working & Excellent Benefits Package.A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UKs largest Companies are looking to recruit into their expanding and continually developing SIPP & SSAS Pension Administration Team. The team youwould be joining offer award winning technical administration services and are one of the largest providers in the UK.The company offer training & development programmes, qualification sponsorship, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all and a good work / lifebalance.This role involves working on a portfolio basis, working with set clients covering all aspects of technical administration, relationship management and client support.Specifics of the role include -

  • Supporting Consultants with the technical administration of SIPP & SSAS schemes including the production of fee reports, financial statements, updating ledgers, raising invoices / credit notes.
  • Gather SSAS valuations and draft annual review reports
  • Check colleagues work as and when required
  • Work closely with your manager to ensure client service standards are met and any issues are dealt with promptly.
  • Develop your technical SIPP & SSAS knowledge to manage all client queries, manage relationships and move towards full portfolio management
  • Update and maintain relevant software and databases
  • Take an active role in project work
This is an excellent opportunity for someone who would like the opportunity to develop strong SIPP & SSAS knowledge and advance your career opportunities.To apply for the position, you should ideally have Pensions, Investment Processing or Financial Services administration experience and be a confident user of different software and systems. You should also enjoy the prospect of working in a busy environmentand have good communication skills to interact well with colleagues and clients.For more information, please contact Richard Garbett

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