InvestAcc Pension Administration Limited is part of the InvestAcc Group. Trading since 1992, the company has built an enviable reputation as a niche pension provider in the self-invested pensions market, managing pension assets in excess of £3 billion for over 9,000 scheme members.
We currently have the following vacancies and are looking for efficient, well-organised individuals with excellent interpersonal skills to join our rapidly expanding team
Business Development Manager (Central Region)
We have an exciting opportunity to join our team as a Business Development Manager, covering financial advisers in our Central Region (which includes Leeds, Manchester, the Midlands and Wales).
The ideal candidate will have recent experience of performing a BDM role for a competitor, specialising in the SIPP and SSAS markets.
This is a face-to-face role involving meetings with advisers and their clients, with remote presentations and meetings as required.
This role is being created as a result of significant growth in our business and offers an exciting opportunity to join us for the next phase of our development.
Naturally you must possess excellent relationship building skills, have good technical knowledge and an eye for detail and be able to contribute to the success of the team.
For more information, please send an up-to-date CV to Nigel Bennett, Sales & Marketing Director, email@example.com.
SSAS and SIPP Pension Administrators (Carlisle)
The roles will involve assistance with the on-going administration of our self-invested pensions. You will liaise with financial advisers, banks, financial institutions and pension scheme members on all pension related matters, to ensure the timely and accurate administration of all transactions including investments, benefit calculations, scheme valuations and income reviews, ensuring adherence to current legislation.
It may be beneficial if the candidate has a background in financial services administration, however this is not essential as full training will be given.
Property Administrators (Carlisle)
Our property portfolio currently consists of over 2,700 commercial properties, located throughout the UK.
Property Acquisitions Team
The role will involve assistance with the acquisition of properties, including assessment of suitability of the property in accordance with current pension legislation, checking legal documentation and liaison with the appointed solicitors, banks, financial advisers and pension scheme members on all new property purchase related matters.
Property Post Acquisitions Team
The role involves the on-going administration of all property, including lease expirations and renewals, rent reviews, property development, liquidation of tenants and administration of property related expenditure
It may be beneficial if the candidate has a background in residential or commercial property administration or conveyancing; has previously worked in a legal profession or has a law degree; however this is not essential as full training is provided.
Accounts Administrator (Carlisle)
Our Accounts Department deals with over 500 transactions on a daily basis, for 9,000 customers. The role includes allocating funds received, payment of invoices and fees, transferring funds electronically for investments, reconciling bank entries and completing VAT returns on behalf of our pension scheme members.
The role may also involve other accounting tasks to assist the team, including rental invoicing and credit control.
The role requires excellent attention to detail and numerical skills. It may be beneficial if the candidate has previous accounting experience, however this is not essential as full training will be provided and options to study for the AAT qualification via an apprenticeship with Carlisle College will be supported.
Alternatively, you can apply in writing to: Mrs Julia Barnes, InvestAcc Group Limited, Minerva House, Port Road Business Park, Carlisle, CA2 7AF.
In addition to the above vacancies, we are always keen to hear from talented experienced individuals that have worked in a SIPP and / or SSAS business. If you think you have something to offer, then please get in touch.