Part-Time SIPP Administrator

  • Location

    City of London, London

  • Sector:

    Pensions

  • Job type:

    Permanent

  • Salary:

    £24000 - £25000 per annum

  • Contact:

    Ben Everingham

  • Contact email:

    beveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1681_1557739011

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-12

Our client is a reputable firm of Wealth Advisors who are in the market for a SIPP Administrator to join their team on a Part-Time basis.

This role is ideally a 2-2.5 day a week position and will probably suit a candidate already workign part time and looking to add extra days to their working schedule.

Key reponsibilities

Pensions Administration Support

  • General administration
  • Compiling and sending out annual renewals
  • Effecting a notice of client's change of address
  • Acknowledging and reporting any complaints
  • Issuing SIPP documentation to new clients & setting up any new SIPPs
  • Administration of client's divorce and pension sharing orders
  • Dealing with the demise of any client
  • Generating illustrations on request
  • Compiling meeting documents on request
  • Ensuring any protection is recorded
  • Completing any one-off projects
  • Raising and paying any invoices
  • Assisting with the maintenance and development of the SIPP procedures and documents
  • Providing a professional yet personal approach to all clients including using initiative in correspondence in as many documents which are client specific
  • Liaising with the client and their professional advisors, internal and external.
  • Resolving other queries in relation to the SIPP received from advisers or clients