Job Title
Operations Executive - SIPP, Pensions & Provider Admin.
Job Description
As Operations Executive - SIPP, Pensions & Provider Admin, you will be responsible for providing administration support to the business in Bracknell, overseeing the core providers used by Evelyn Partners.
Responsibilities
* Manage and process all aspects of administration on the BestSIPP Proposition
* Manage client cash flow with Key SIPP providers to ensure withdrawals and investments are processed accurately and in a timely manner
* Manage the SIPP and Provider Administration mailboxes daily and respond to queries within the agreed SLA, including checking of SIPP provider forms
* Process agency transfers for clients resulting from acquisitions and legal entity mergers
* Update the CRM system to maintain a clear audit trail
* Proactively develop and maintain effective relationships with providers and operational colleagues while adhering to regulatory standards
Qualifications
* Previous operational experience within the financial services industry
* Previous pensions experience
* Proficient IT skills in core Microsoft Office systems and highly proficient using Excel
* Organisation and prioritisation skills, able to work independently and within a team
* Excellent verbal and written communication skills with an eye for detail
* Experience with third‑party provider portals and functionality
Desired
* Desire to further development and undertake relevant examinations
* Certificate in Financial Administration (CF1) or equivalent
* For candidates with no relevant experience, GCSEs (or equivalent) at level C or higher in a relevant subject
* Relevant professional qualifications e.g. CISI Investment Operations Certificate
Benefits
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. We have a wide range of employee resource groups and are delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential and work in a safe, supportive, and inclusive environment.
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