We are privileged to be working within a highly respected Investment Management organisation who proud themselves in focussing on client/customer relationships with the ethos being to help individuals with investment and financial planning, and provide technology to make things simple and clear.
Based in the heart of the City and due to ongoing developments, they are now seeking a SIPP Administrator who will be responsible for proving administrative support to their SIPP team including on-boarding, maintaining, and monitoring all administration of the SIPP operations, whilst ensuring quality service and adherence to service levels.
Day to day responsibilities will include but not limited to:
- Processing all SIPP client on boarding, to include checking all documentation before final submission to ensure it complies with company and HMRC guidelines.
- Managing account opening, taking benefit, contribution, and other documentation with third party administrator to ensure SLA is met.
- Setting up and maintain client, portfolio and account data in internal and Pershing systems in an accurate and timely manner.
- Ensuring all payrolls are processed in an accurate and timely manner.
- Completing AML checks for new and existing clients - including KYC and bank account validation checks
- Completing daily reconciliations and supporting reconciliation of all SIPP bank accounts
- Issuing all correspondence produced by third party administrator to clients.
- Responding to all client queries internally, externally and via third party administrator portal
- Ensuring compliance with industry regulation - specifically MiFID II and AEOI legislation.
- Liaising closely with front office and Transitions teams to ensure efficient completion of SIPP on boarding and SIPP transfers.
- Providing input into daily weekly calls with SIPP team and Third-Party administrator.
It is essential that you possess proven experience in administration of Pensions and SIPP (nay payroll processing experience would be beneficial), as well as a strong knowledge of client account records, including AML client ID guidelines etc.
Additionally, the client is seeking someone with accuracy, organisation, thoroughness, and attention to detail, coupled with an excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries.
The role is offered on a hybrid working pattern (2-days in the office) together with ongoing training and development and a highly attractive remuneration package.
Further details are available.