Senior SSAS Administrator
We will always welcome CV's directly from candidates that have experience in SSAS administration. The role includes but is not limited to:
- Following procedures and ensure that all aspects of work are carried out with due care and accuracy. Prioritise urgent / important work correctly.
- Hold an up to date working knowledge of current regulatory requirements.
- Updating our records accurately and ensuring that all chargeable time is logged
- Respond to all emails and telephone calls in a timely manner. Letters, emails and telephone calls should be professional and accurate and details of telephone calls recorded.
- Treat clients fairly and maintain the highest level of compliance
- Arranging pension transfers (both cash and in-specie)
- Completion of HMRC Pension Scheme returns as allocated
- Deal with all aspects of property purchases and sales
- Deal with all aspects of loan backs
- Liaising with pension scheme members, their advisers and their accountants
- Willingness to help as required within a friendly team handling a varied and demanding workload
Actuarial Analyst
An exciting opportunity to join our actuarial team
Role
- Perform actuarial and technical calculations for SSASs and SIPPS, DB SSASs and group pension arrangements
- Assist with actuarial calculations and advice to individuals, including pension aspects of divorce, assessment of interests under Trusts and pension consultancy
- Maintain high levels of accuracy and attention to detail
- Develop technical actuarial analytical skills
- Support through professional exams, but also will suit someone with the core actuarial exams only.
- Develop technical knowledge of the UK pensions framework, pension products, HMRC rules, regulation and legislation and keep up to date with changes
- Assist consultants with any client opportunities, including drafting letters and reports and attendance at client meetings when required
Attributes
- Intelligent, numerate, excellent communication skills
- Strong IT skills, use of Excel and other Microsoft Office software, programming experience desirable
- Made some progress with the core actuarial exams or has equivalent exemptions
- Commercial and economic awareness
- Strong mathematical skills
- Manage work proactively, promptly and efficiently
- Effective organisation and prioritisation of work, time management skills
- Ensure files and filing kept up to date, system records are updated accurately and all client work recorded
Investment Administrator/Paraplanner
An exciting opportunity to work in a small and fast growing investment team.
Role includes:
- Support and assistance for consultants for all financial planning work
- Obtaining valuations and preparing new business reports
- Processing new business and producing client packs
- Carryout trade instructions
- Assisting in the investment research for the firm and analysing fund data
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Developing technical knowledge on pensions and investments and keeping up to date with changes
Required skills and experience
- Recent and relevant experience in financial services
- Essential organisation and time management skills
- Ability to work under pressure to strict deadlines
- Excellent communication and interpersonal skills
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Proficient in use of Microsoft Office
To apply, please send an email and covering letter to info@nigelsloam.co.uk