Location: Sale
Salary: £25,000 - £28,000
Permanent
As a member of the team, you will be expected to:
- Day to day administration of SIPPs
- Process PCLS payments for clients
- Process regular and ad-hoc payments for clients in retirement
- Perform necessary technical calculations for clients in retirement
- Process one off and regular investment withdrawals in order for payments to reach the members on time
- Use HMRC online services to process income tax
- Process death beneficiary payments
- 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
- Share knowledge and support less experienced members of the team
- 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 Required:
1. Strong SIPP knowledge and experience
2. Contribute effectively to our wider business success within the group
3. Strong attention to detail and the ability to perform under pressure
4. Confident with the ability to ask questions
5. Excellent organisational and multi-tasking skills
6. Proficient with Microsoft Office, in particular Excel
7. Fluent and positive written and verbal communication outcome with internal as well as external entities
8. Excellent numerical and customer services skills
9. Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
10. Be able to understand investment transactions including identifying non-standard investments
11. Aptitude to learn and adapt new skills, processes, systems and tasks
12. Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
13. Be able to understand investment transactions including identifying non-standard investments
14. Aptitude to learn and adapt new skills, processes, systems and tasks
- Holiday entitlement: 25 paid holidays plus bank holidays
- Hybrid working: considered after six months' successful probation, on a rota of 3 days in and 2 days at home
- Private Medical Insurance: after six months' probation
- Group Life Insurance: after six months' probation
- Pension: auto enrolled after three months
- Study Support: support for employees who want to study towards financial qualifications with either fully or part funded and paid study leave
- Social Event: Christmas party
- Hours of work: your hours of work will be 35 hours per week, on Mondays to Fridays inclusive. These will be worked between 9am to 5pm, including one hour for lunch (unpaid) each day
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.