Pensions Admin
-
Location:
Guildford
-
Sector:
-
Job type:
-
Salary:
£25000 - £30000 per annum
-
Contact:
Brandon
-
Contact email:
Woking.web@brookstreet.co.uk
-
Job ref:
WOK/571072_1549291246
-
Published:
about 5 years ago
-
Expiry date:
6/03/2019
-
Startdate:
28/02/19
Job Description
Salary £25,000 to £30,000 depending on experience.
Life cover of 4 X salary
Private Health care
Pension contributions of 5%
25 days holiday
Looking for a pension`s admin to hit the ground running within a great team!
You will be working closely with consultants to meet all deadlines.
experience with ideally with SSAS/SIPP but not essential
Job Responsibility`s
" Preparing all necessary documentation for the Consultant to present to the clients.
" Collating information on prior schemes and preparing first draft analysis of clients other pension arrangements.
" Setting up scheme current/deposit accounts (if required).
" Obtaining transfer value quotes and organising transfers agreed by the consultant from prior schemes.
" Preparing first draft of the initial actuarial report.
" Drafting submission for approval of the scheme to the Inland Revenue.
" Job Reviews.
Preparation of standard client letters/Consultant reminders to initiate regular scheme reviews (annually, unless a different frequency has been agreed with the client).
" Assisting Consultants in reminding the client about the payment of contributions before each year-end and advising on any variations in contribution levels. Chasing clients where necessary.
" Carrying out all administrative tasks on the `year-end checklist`. Includes reviewing and maintaining life cover arrangements
Assisting Consultants in preparing advice on special situations as and when required, such as winding up SIPP etc.
SSAP/SIPP
25000 - 30000
Looking for a job? Register your CV now
Looking to recruit? Find the perfect hire
Want a career at Brook Street? Join our team