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My client is currently looking for two SIPP Administrators to join their team in Manchester or Edinburgh.
THE ROLE:
* Process SIPP transfer out requests
* Process new business applications through to completion
* Complete transfers in and investment applications
* Process PCLS payments for clients in retirement
* Process regular and ad-hoc payments for clients in retirements
* Administer a whole life cycle of a SIPP from transfers to retirements
* Perform necessary technical calculations
* Process investment withdrawals for one off and regular payments on time for payments to the members on time
* Process member benefit payroll and use Sage Payroll to calculate tax
* Use HMRC online services to process income tax
* Have timely communication with the advisers and members to notify them of any issues with the member's request
* Ensure all requests are tracked till completion
* Being involved in projects within the administration department
* Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties
* Build relationships with our advisers and clients and deliver exceptional communication and service
* Ensuring full compliance with the Service Level Agreements
* Improve and/or maintain Quality Assurance across all areas of your work
* Embed risk management in all aspects of your work
* Ability to resolve complaints effectively
SKILLS NEEDED:
* Strong SIPP knowledge and experience
* Contribute effectively to our wider business success within the group
* Strong attention to detail and the ability to perform under pressure
* Excellent organisational and multi-tasking skills
* Excellent numerical and customer services skills
* Understand SIPP rules and be able to perform draw-down calculations, bereavement benefit calculations and divorce calculations
* Be able to understand investment transactions including identifying non-standard investments
* Understand pension rules and be able to perform draw-down calculations, bereavement benefit calculations and divorce calculations
* Be able to understand investment transactions including identifying non-standard investments
* Proficient with Microsoft Office, in particular Excel
The company offers good benefits and hybrid working.
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