Experienced CF1 AND CF2 qualified Pensions administrator required for small city centre based company.
Duties and Responsibilities:
Processing new business:
·producing illustrations and cancellation notices
·scanning of application forms & Deeds
·input client details onto excel & 1st Software at present but this will change to SIPP Pro in the near future
·arrange the opening of SIPP bank accounts
·request pension transfers from existing providers
Producing valuations:
·liaising with third party information providers to ensure timely receipt of information required for valuations
·keep 1st Software/SIPP Pro up to date with all changes to data, including asset changes to ensure accurate valuations are produced on time
Pension Payments:
·Assist SIPP Manager with benefit calculations and administration of tax free cash and pension payments.
.Answering telephone calls and dealing with queries
. Assist SIPP Manager in all aspects of administration as required