My client is currently looking for two SIPP Administrators to join their team in Manchester.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 yo...