$45,320 - $47,838 yearly
CV Library
Newcastle under Lyme, Staffordshire
Our client, a leader in private wealth, is recruiting for a Senior Pension and Investment Administrator to join their Newcastle-under-Lyme office, Staffordshire.
The role requires a senior competent and experienced administrator with strong technical knowledge in SIPPs, with a minimum of three years’ experience, who can oversee and manage the team and the day-to-day administration of clients. You will also be responsible for the completion of monthly, quarterly, and annual tasks including all reporting to HMRC.
Responsibilities include:
* Ensure that the processing of Benefit Crystallisation Events, SIPP Payroll, Transfers Out and Death Benefits are processed
* Support the preparation of SIPP review sheet and drawdown review illustration when requested
* Responsible for the day to day running of the department and work produced
* To assist the Compliance Officer in identifying, investigating, and rectifying rule breaches relating and assist in fulfilling any...