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SIPP Pension Consultant

Location: STIRLING, STIRLINGSHIRE Salary: 16000.00 - 21000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: over 1 year ago Reference: 3136355
Are you an experienced pension's administrator looking to develop your career?

Do you have experience administering SIPP and SSAS scheme's?

If so, I would like to hear from you. I am currently looking for a SIPP Consultant to join a well established Pension Administrator based in Stirling.

The main responsibilities of the role will include:-

• To provide an excellent Customer Service to all our clients
• To Manage a Portfolio of SSAS’s or SIPP’s the key areas being
→ To meet and exceed on Customer Expectations whilst maintaining department Service Standards
→ Portfolio is run in accordance with Fee Management principles
→ Completion of Pension Scheme Returns
• Ensure the Quality of your work is of a very high standard and meets Department Standards
• Work as part of a team and provide coaching and guidance to fellow colleagues
• Participate in any Project Work and Team Meetings
• Ensure that all customer requests are logged and dealt with appropriately
• Provide customers with clear information and documentation when requested
• Have an awareness of all types of Self Investment : the initial aspects of Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance
• Use Portfolio Management Information to ensure you understand more about your clients needs
• Actively update SSASMAN or Swift plus all relevant databases

Essential Skills Required:-

• Organised methodical & logical approach to Portfolio Management and Problem Solving
• Good time management skills
• Can do attitude and takes pride in work
• Ability to work in a team towards targets
• Must have excellent communication skills

The successful candidate will receive a competitive salary, participation in discretionary bonus scheme, 23 days holiday, rising to 25 after 2 years' service, company pension, flexible benefits, life assurance cover and other rewards and benefits are available.

To be considered for this role, please forward a copy of your CV to or call Karen Anderson on 0141 241 4700 for a confidential chat.

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