Overall Purpose of the Role:

• To undertake all administration tasks on a portfolio of complex SIPP schemes, ensuring they are carried out efficiently and professionally

• Previous experience in administration of self-administered pension schemes
• Excellent communication skills, using letters, telephone and electronic systems
• Can work alone, and as part of a team
• Demonstrate an ability to work to tight time schedules
• Well organised, accurate and meticulous output
• Excellent record keeping
• Good IT skills, including the ability to use word processors, spreadsheets and databases
• Good numerical skills

Collate general scheme information
Process new members
Process new investment applications, encashments and valuations
Process and organise transfers in
Process and accurately record contributions
Basis years and member earnings
Deal with scheme banks and banking issues
Retirement benefits and income withdrawal
• Permissible investments