We are recruiting for our client in Bolton who are in the financial sector. The ideal candidate will have experience dealing with SSAS pensions, from cradle to grave.
BENEFITS
- Company Income Protection Scheme
- Employee Assistance Programme offering support with mental, financial, physical and emotional wellbeing
- Group Life Assurance
- Option to buy additional annual leave
- Fantastic work/life balance
ROLE DUTIES
Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
- Calculate and pay retirement benefits
- Process contributions and transfers into the scheme
- Arrange buying/surrender of investment portfolios
- Prepare scheme asset valuations and member fund share calculations
- Undertake property and land purchases and sales in accordance with internal procedures and guidelines
SKILLS
Good personal organisational skills with the ability to prioritise their own workload.
- Works well under pressure maintaining attention to detail
- Ability to work to prescribed deadlines
- Clear concise communication skills at all levels