Pensions Administrator - Ipswich, United Kingdom - Jenson Fisher Consulting Ltd

Jenson Fisher Consulting Ltd

Verified Company

Ipswich, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is a multi-award winning, independently-owned business that have made a point of growing organically and with care, never looking to mergers or acquisitions as a quick source of growth, but instead cultivating relationships and building talentfrom within.

That way they can be sure not only their staff, but all of their clients also share their core values and they can prioritise uncompromised client service.

Being one of the most reputable and distinguished Investment & Wealth firms, this is afantastic opportunity to join them as a Pensions Administrator with great development opportunities throughout the business.

Responsibilities:

Creation and maintenance of data for all new and existing pension clients
Transfer in and out of SIPP accounts in a timely manner
Maintaining Internet Banking system as necessary
Agreeing/checking/collecting and distributing tax reclaims for all SIPPs
Maintaining reviewing all direct debit collections for SIPP contributions
Responding to pension related queries in a timely manner
Creation and maintenance of all clients in drawdown
Providing support to Wealth Management and Killik & Co Brokers as necessary**
Experience:
6 months to 1 year of relevant Pensions or SIPP experience
Ability to work as part of team and with other colleagues
Effective communicator both written and oral
Aware of the need for personal development
Ability to work under pressure/prioritise workloads
Demonstrate awareness of business development in the context of the role
Aware of the need to adhere to procedures and minimise errors