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Whitehall Group (UK) Ltd

New Business Administrator – Sipp & Ssas Pension Administration

Posted on Nov. 28, 2024

  • Full Time

New Business Administrator – Sipp & Ssas Pension Administration

An exciting opportunity has arisen to join our Team as a New Business Administrator, specialising in both Small Self-Administered Scheme (SSAS) and Self-Invested Personal Pension (SIPP) administration. This role involves the full lifecycle management of pension schemes, offering a chance to work closely with clients and professional contacts while ensuring compliance with HMRC and FCA regulations.

Duties will include but are not limited to:

  • Setting up new SSAS and SIPP pension schemes
  • Liaising with HMRC, The Pensions Regulator, and the Information Commissioner
  • Processing contributions, transfers-in, and transfers-out for both SIPP and SSAS pensions
  • Handling general correspondence and administrative tasks for SIPP and SSAS schemes
  • Managing pension scheme investments, including commercial property transactions for both SIPP and SSAS
  • Processing retirement benefits, pension drawdown requests, and death benefit payments
  • Liaising with clients, IFAs, banks, insurance companies, and investment providers
  • Filing regulatory returns and ensuring all work aligns with HMRC and FCA guidelines

About You:

  • Strong communication and interpersonal skills
  • Knowledge of SIPP and SSAS pensions and their regulations
  • Good administrative and organisational skills
  • Accuracy and attention to detail
  • A proactive, customer-focused attitude
  • Previous experience in SIPP or SSAS pension administration is an advantage

What’s in it for You?

  • Discretionary bonus and employee recognition awards
  • 25 days’ holiday plus statutory bank holidays
  • Company contributory pension scheme
  • Death-in-service benefit
  • Monday to Friday working hours (no weekends)
  • Flexi-time arrangements
  • Regular company and team events
  • Being part of a friendly and supportive team

Our Values

· Integrity

· Responsibility

· Understanding

· Ambition

· Respect

This role offers a fantastic opportunity to work with a multi-award-winning SIPP and SSAS provider, offering support and professional growth within a welcoming and dynamic team.

Job Type: Full-time

Pay: £25,000.00 per year

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Ramsbottom, BL0 9HX: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Job Type: Full-time

Pay: From £25,000.00 per year

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Ramsbottom, BL0 9HX: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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