My client is an Independent Financial Advisory firm (IFA) based in Harrogate, providing Financial Advice to both businesses and individuals within the Yorkshire areas.
We are urgently seeking an experienced Group Life & Pensions Administrator to join the firm's existing Administrative teams. Specifically, you’ll be responsible for:
Group Life & Pensions Administration
Administration of Group Schemes for Group Life, PHI, GPP, and PMI, including:
1. Dealing with all aspects of running schemes, including writing to new members and underwriting requests.
2. Processing renewal information and re-broking schemes as required.
3. Processing new business including obtaining illustrations.
4. Ensuring clients’ records are kept up to date on the back office system.
5. Keeping up to date with legislation changes and FCA requirements.
6. Ensuring smooth running of the Department to support the Consultants and Financial Planners while complying with the Compliance procedures of the Company.
SASS Administration
Day-to-day administration of SSAS schemes, including:
1. Members’ pension payments and payroll arrangements.
2. Liaising with HMRC regarding PAYE matters.
3. Maintaining Scheme bank accounts and acting as signatory on accounts.
4. Calculating members’ benefits.
5. Liaising with Accountants regarding preparation of pension scheme accounts.
6. Liaising with Solicitors regarding property assets, leases, and scheme documentation.
7. Preparing Deeds and documents to run and administer the schemes.
8. Setting up and administering loans from scheme to employer as required.
9. Ensuring notifiable events are reported to HMRC in a timely manner.
10. Completing HMRC pension scheme returns, VAT returns, and tax reclamation returns.
11. Completing Pension Regulator returns.
We are ideally seeking a candidate who has a minimum of 18 months experience working as a Financial Services Administrator, ideally within Pensions, with solid knowledge of Pensions including Group Life, PHI, GPP, and PMI. The firm is willing to provide training for those who need development on the SASS side, but it would be beneficial if you already had knowledge on the SASS side. It would be to your advantage if you have any related qualifications, e.g., GR1.
Additional Information
VACANCY DETAILS
Location:
Harrogate
CLOSING DATE
Oct
30
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