Current Vacancies

 

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
  • 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
  • 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

 

Contact

For any enquiries please contact us.

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