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 £2 billion for over 7,000 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.
We seek an efficient, well-organised individual with excellent inter-personal and communication skills. The successful candidate will be operating a busy switchboard receiving over 100 calls per day, meeting and greeting customers, carrying out general office administration, including filing, data input and post processing.
SSAS and SIPP Pension Administrators (Carlisle)
The roles will involve assistance with the on-going administration of our Self Invested Pension Plans. 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.
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.