05 January 2008

SSAS and/or SIPP Administrator, West Sussex

Due to an internal promotion an additional SIPP and/or SSAS Administrator is now required by these leading independent pension's specialists who are renowned in the industry for using high quality expertise to provide a range of technically based products and services.

Involved in all aspects of scheme administration, you will be involved and responsible for:

Preparing all necessary documentation for the Consultant to present to the clients.
Collating information on prior schemes and preparing first draft analysis of clients other pension arrangements.
Setting up scheme current/deposit accounts (if required).
Obtaining transfer value quotes and organising transfers agreed by the consultant from prior schemes.
Drafting submission for approval of the scheme to the Inland Revenue
Following up to ensure that IR approval is obtained
Drafting standard deeds and liaising with solicitors thereon as necessary.
Attending to scheme registration.
Issuing certificates in relation to the receipt of contribution.
Ensuring tax relief is reclaimed from Inland Revenue.

Additonally you will be repsonsible for scheme reviews which will include preparing standard client letters/Consultant reminders to initiate regular scheme reviews (annually, unless a different frequency has been agreed with the client) and assisting Consultants in reminding the client about the payment of contributions before each year-end and advising on any variations in contribution levels.

Possessing excellent communication and organsiational skills it is essential that you already have a good working knowledge of SSAS and/or SIPP arrangements and will now be looking to move to a new arganisation where you will be given the opportunity to further develop and progress your career.


Salary: £20000 - £24000 per annum + excellent package
Contact Name: Steve Philcox
Email: Steve.Philcox@fusionsearch.co.uk
Phone: 02086610735