About the company:
Are you an experienced SIPP or SSAS Administrator looking to take your career to the next level? Alexander Lloyd is partnered with a Pensions Administration Specialist who are expanding, this is a fantastic opportunity to be part of a growing organisation.
About the role:
As a Client Account Executive, the successful candidate will be responsible for working as part of a team to administer a portfolio of SIPP & SSAS schemes. This will involve full cradle to grave administration of schemes or specialisation in one or more functions, including but not limited to: new business, property and investment transactions, bank reconciliation, regulatory.
Key responsibilities:
* Providing full cradle to grave administration including retirements, bereavements, transfers, divorces etc.
* Ensuring accurate record-keeping all of transaction, contributions, withdrawals.
* Managing pension fund bank accounts and reconciling balances.
* Liaising and dealing with client queries via telephone and email.
Skills and experience required:
* Previous / current experience in SIPP and / or SSAS Pensions Administration
* Excellent organisational and time management skills
* Strong communication and account management skills
* Self-motivated but also a team player
* Experience using ONMI system would be beneficial but not essential
Benefits:
* Salary up to £32k DOE
* 25 days holiday + bank holidays (increases to a total of 30 days with continued service)
* Additional day holiday during Christmas week
* 4x Death in Service
* Full CC exam support
* Pension Scheme
* Access to Employee Assistance Programme (EAP)
* Hybrid working (following an initial probationary period)
Ready to take your next step in your career? Please apply today.
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