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Jobs

Pensions Administrator, Manchester

Full Time   Salary: ¬£Competitive

North West   Financial Services

 

Main Purpose of role:

  • To carry out the day to day administration of SIPP & SSAS pension schemes and to be a point of contact for clients/intermediaries.

 

Main Duties:

  • Looking after a portfolio of SIPP & SSAS pension schemes.
  • Customer orientated.
  • Producing annual reports & illustrations for SIPPs using OMNI.
  • Submitting the online Registered Pension Scheme Returns for SSASs.
  • Maintaining OMNI database
  • Producing benefit calculations for BCEs for SIPP & SSAS clients using OMNI & checking accuracy.
  • Paying benefits.
  • Submitting the online Pensions Regulator returns & dealing with levy payments.
  • Arranging investment's purchase/sale.
  • Dealing with clients and advisers both face to face and over the telephone as well as by fax and email.
  • Updating the Transaction Reporting System on the FCA website for the SIPP.
  • Completing SIPP & SSAS surveys as and when required
  • Carrying out simple due diligence checks on potential new investments.
  • Establishing new SIPPs, inc transfers, and performing anti-money laundering checks.
  • Dealing with all aspects of property purchases.
  • Providing assistance to the management team with regards to updating procedures checklists.
  • Providing assistance to the management team on updating scheme documents and fee agreements
  • Cross checking colleagues’ work.
  • Monthly PAYE run, and tax reclaims on contributions.
  • VAT returns.

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