Senior Pensions Administrator

SALARY: UP TO £32,000

LOCATION: STOCKPORT

1 day home, 4 days office

5% Matching Pension Contribution

Full funding for professional studies

Excellent prospects for future progression as both the Company and role expands over time

NJR Recruitment are now working in Partnership with a specialist provider of bespoke self-invested pension solutions to professional advisers, business owners and other High Net Worth clients. Our Client are now seeking an additional Pensions Account Executive to work within their small and friendly Pensions Team. The successful Candidate will be responsible for all aspects of the day-to-day Self-Invested Personal Pension and Small-Self Administered Scheme management function, to include

  • Processing New Business Applications
  • Opening new Bank Accounts
  • Creation & maintenance of electronic member records
  • Calculating and processing benefit payments and reviews
  • Preparation of initial, annual and ad-hoc projections and illustrations
  • Processing transfers in/out from/to external pension providers
  • Liaison with insurers/investment managers regarding transfers, asset valuations etc
  • Dealing with members/intermediary queries by email, letter, telephone and face-to-face
  • Running reports/producing Scheme/Management Information
  • Involvement in ad-hoc project work as required

At Senior level you would be involved in the supervision and support of junior team members. Applications will be considered from individuals with a minimum of 2 years+ financial services experience, who can demonstrate sound pensions knowledge along with a confident and professional manner when dealing directly with clients, their advisers and associated parties. Ideally candidates will have knowledge/experience of self-invested pensions (SIPP or SSAS) but candidates with experience in other related areas (such as corporate pensions, financial advisory/investment manager support, insurance company) will be considered. Candidates must be self-motivated, possess good organizational and communication skills, excellent literacy and numeracy skills and be comfortable working in a busy professional environment.

NJR 12685

Posted
05/01/2022
Location
Greater Manchester, England, UK