Pension Administrator - 6 Month FTC
Leeds
£25,000 - £30,000
NJR Recruitment are thrilled to be working with one of the UK's leading financial planning firms who are now looking to recruit an experienced SIPP Pension Administrator for a 6 month fixed term contract.
What's in it for you?
- Great Salary
- 25 days annual leave, with the opportunity to buy additional leave + Bank Holidays
- Two fundraising days in a year to give back to the community (fully paid!)
- Private Medical cover
- Hybrid Working
- Flexible Hours
*Please note, this is a 6-month fixed term opportunity*
In this role you will participate in maintaining the clients SIPP records, liaising directly with clients on pension administration matters supporting the financial advisers.
Duties will include:
- Contacting clients, handling withdrawal /benefit requests, providing application/benefit forms to clients.
- Supporting the advisers in client meetings, taking notes, developing a relationship with clients directly for future contact if required.
- Maintaining client records for all SIPPs, including wrapper information, charges, client contributions/withdrawals, cash accounts
- Working with outgoing Pensions Manager to develop future process.
What do we need from you?
- Strong financial services administration experience from within a pensions or wealth management sector.
- Confident using client management or financial planning tools
- Understanding of the CASS regulatory framework
- Strong compliance and regulatory knowledge
- Excellent communication skills, both written and verbal
If you have experience working with pensions and are looking to join a great company, apply today or contact NJR Recruitment quoting NJR14880
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