Job description
Job Title: SIPP Administrator
Department: SIPP and FP admin
Location: Leeds
Contract Type: Permanent
Reporting to: Jane Harding
Outcomes of the Role
* Accountable for dealing with more complex administrative requests and activities within your team.
* Assist in the production of appropriate management information, including information relating to key performance indicators, key risk indicators aligned to your responsibilities. Ensure these are produced on time and are appropriate for relevant committee audiences thereafter.
* Ensure that you are actively participating in the 4+1 habits from Lean methodology.
* Support the continuous improvement across the team leading to enhancements in efficiency and clients and customer experience (CX/UX).
* Be responsible for User Acceptance Testing (UAT) of new and existing IT systems.
* Be responsible for the initial and ongoing training of team members
* Be responsible for ensuring that the teams’ procedures are kept up to date and are an accurate reflection of working practises and that any CASS issues are escalated and resolved as and when necessary
Knowledge & Experience
* A minimum of 5 GCSE’s (grade A-C/ 5-9) including Maths & English
* Experience of working as part of a team
* Desirable: • 2 years industry knowledge and an interest in the wealth management sector
* Excellent organisational and time management skills
* Fast and accurate keyboard skills
* High level of accuracy and concentration with ability to grasp new tasks quickly
* Meticulous attention to detail
* Strong written and verbal communication skills
* Ability to effectively prioritise workloads
* Ability to work under pressure and to tight deadlines
* Effective problem solver, generating practical solutions to often complex issues
* Good working knowledge of Microsoft Office
* Focus on delivering service excellence
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