SIPP Account Executive

Brevere Group; Godalming; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading pension administration firm in Godalming is seeking a proactive Pension Administrator with SIPP and SSAS experience. The role involves cradle to grave administration for a portfolio of clients, calculating retirement benefits, and processing contributions. Ideal candidates will have strong IT skills and good organisation abilities. Join a vibrant team dedicated to career development and continuous improvement.

Qualifications

• Experience within a professional services environment.
• Exposure to FCA regulations is ideal.
• Ability to manage a portfolio of SIPP and SSAS clients.

Responsibilities

• Carry out cradle to grave administration for SIPP and SSAS clients.
• 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.

Skills

SIPP and SSAS administration experience

Strong IT skills

Good communication skills

Organisation skills

Workload prioritisation

Job description

Job description

Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development?

Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm.

Duties for this role will include:

• Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients
• 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.

You will have:

• Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes.
• Good communication and organisation skills
• Strong workload prioritisation

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and de…