Pensions Administrator
The ideal candidate will be able to demonstrate:
- Ability to communicate clearly and effectively with other professionals as well as high net worth clients
- Attention to detail and methodical approach to managing workload including ability to plan and prioritise tasks
- Computer literacy and comfortable with Microsoft Office suite including Word and Excel
- a desire to progress their career through commitment and study
This is an excellent opportunity for a candidate with 1 years’ experience + in Pension Administration to join our growing and busy SIPP and SSAS administration team with in-house training and encouragement for professional qualifications. The job covers:
- Liaising with clients and their other professional advisers
- Processing payments including fees, investments and pension/payroll payments
- Processing pension contributions and pension transfers
- Obtaining valuations and balances from investment providers for the provision of accounts and benefit calculations
- Completion of HMRC returns
- Bank reconciliation
- Setting up new schemes (SIPP only)
- Updating our records
- General Administration duties
- Working accurately and efficiently as part of a friendly team handling a varied workload
To apply, please send an email and covering letter to info@nigelsloam.co.uk
Investment Administrator
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
Actuarial Analyst
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 transfers
- Maintain high levels of accuracy and attention to detail
- Develop technical actuarial analytical skills and make progress through professional exams
- 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
- 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
- Commitment to professional qualifications
To apply, please send an email and covering letter to info@nigelsloam.co.uk
Receptionist
- Greeting clients as they come in and signing them into visitors book
- Preparing coffee/teas/lunches for clients
- Checking supplies of coffee/tea/biscuits, purchasing where necessary
- Locking/unlocking lifts at beginning/end of day
- Answering telephone calls and putting callers through to appropriate person
- Clearing boardroom after meetings and loading dishwasher
- Keeping reception area tidy, flowers watered etc
- Checking windows are locked at the end of the day
- Ordering couriers for consultantsOrdering Taxis for clients
- Sending old files to storage and retrieving them when necessary
- Keeping area upstairs tidy and stocking area
- Logging files going to storage on database
- Keeping franking machine area tidy
- Scanning bank statements and entering on the system
- Collecting and stamping post at franking machine and preparing post bags for collection at the end of the day
- Checking stationary supplies and re-ordering when necessary
- Checking office supplies for re-ordering
- Assisting admin department with projects
- Locking lifts at the end of the day