Description

Job Title: Pensions / SIPP and SSAS Administrator

Location: Edinburgh, Hybrid Working possible

Salary: Competitive depending on experience

Job Type: Full Time, Permanent

The company are your resource for SIPP and SSAS.

We operate a full and simple Self Invested Pension Plan (SIPP) via a master trust, and we also offer professional trustee services for Small Self Administered Schemes (SSAS).

Role Overview:

To provide administration support for the SIPP and SSAS team, in a professional and team orientated manner. Our staff must adhere to the FCA's Fair Treatment of Customers consumer outcomes and Conduct Risk requirements.

Key responsibilities & accountabilities:

• Daily completion of SIPP annual review packs
• Monthly download of SIPP investment manager valuations and conversion of files in to SIPP~Pro
• Monthly completion of SIPP and SSAS GAD reviews
• Monthly download of management information and conversion to column and line charts
• Quarter end updates of values of non-standard assets held within the SIPPs
• Monthly download of client names requiring Open Market Option initial and reminder letters
• Creating mail merges from data within SIPP~Pro for pre-prepared mailers and issuing letters generated
• Input of monthly declared gilt yield in to SIPP~Pro and SSAS~Pro
• Utilising relationships with inter-company and external professional connections, including accountants and financial advisers
• Daily creation of payments using the Bank of Scotland's iSite and Corporate Online systems
• Liaising with regulators bodies where required, such as HMRC and The Pensions Regulator
• Dealing with day to day administration queries either via post, the telephone, or email, directly with clients or via professional connections
• Ensure that volume, SIPP~Pro and SSAS~Pro records are up to date with member details and all relevant policy information
• Follow workflow processes via Microsoft Dynamics CRM
• Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of business
• Successfully complete compulsory Anti-Money Laundering and Information Security training, plus any other mandatory compliance or regulatory training as required by the business, PSG and the regulators
• Due to the changing nature of the business, the job holder may from time to time be required to undertake other activities of a similar nature that fall within their capabilities

Post source:jobs.theguardian.com

Posters Information:

Name:Bluetownonline

Contact number: