Financial Planning - Pensions
Preston
Full time
£23,000
Benefits package (after qualifying period)  

Supporting our Client Services team to deliver a quality service to a range of clients, the principal duties of this role will include:  

· Managing and administering a portfolio of SIPP/SSAS schemes.
· Preparation of account opening paperwork and processing of new investment business.
· Arranging and processing property purchase and loan back transactions.
· Research and due diligence on potential SIPP/SSAS providers.
· Collation of information for scheme accounts and VAT returns.
· Keeping up to date with legislative and regulatory issues.
· Preparation of valuations and review schedules.
· Routine correspondence with solicitors/other third parties.  

The successful applicant will need to be a highly organised individual who is able to manage their own workload effectively. This role will suit a motivated self starter who can work on their own initiative but also able to work as part of a wider team.  

To be considered for this position, applicants will need to have:  

· A minimum of 3-5 years experience as a SIPP/SSAS administrator
· Attention to detail
· Good communication skills both written and verbal 

The successful candidate will ideally have the J04/J05 qualification (or equivalent) or will have a willingness learn and study towards the qualification.  

We are looking to recruit candidates as soon as possible and will make appointments as soon as suitable candidates are found.

For further information about Moore and Smalley please click here.