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