MB Fitzgerald are currently working with a leading firm of IFA's who are int eh market for a new SIPP and SSAS Administrator.

As a result of continued growth this opportunity will provide an environment for a candidate with existing SIPP/SSAS experience to develop and progress within an award winning organisation.

Key Responsibilities:

Process and issue annual review packs, client quotations and retirement option packs to clients using system
Use investment manager portals to download and integrate valuations in to system software
Download and process into excel charts monthly and quarterly management information, using system
Identify assets classed as non-standard by the FCA on a quarterly basis and process in to excel charts, via online investment manager portals
Manually update bank transactions from both paper and electronic statements in to accounts within system valuations from paper valuation statements
In periods of absence of the Payments & Reconciliations administrator, provide assistance of dealing with banking requirements, invoice creations, fee payments and HMRC led tasks, such as Payroll and VAT