SIPP Administrator

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

THE ROLE:

• Process SIPP transfer out requests
• Process new business applications through to completion
• Complete transfers in and investment applications
• Process PCLS payments for clients in retirement
• Process regular and ad-hoc payments for clients in retirement
• Administer a whole life cycle of a SIPP from transfers to retirements
• Perform necessary technical calculations
• Process investment withdrawals for one-off and regular payments on time for payments to the members
• Process member benefit payroll and use Sage Payroll to calculate tax
• Use HMRC online services to process income tax
• 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
• 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 NEEDED:

• Strong SIPP knowledge and experience
• Contribute effectively to our wider business success within the group
• Strong attention to detail and the ability to perform under pressure
• Excellent organisational and multi-tasking skills
• Excellent numerical and customer service skills
• Understand SIPP rules and be able to perform draw-down calculations, bereavement benefit calculations, and divorce calculations
• Be able to understand investment transactions including identifying non-standard investments
• Understand pension rules and be able to perform draw-down calculations, bereavement benefit calculations, and divorce calculations
• Be able to understand investment transactions including identifying non-standard investments
• Proficient with Microsoft Office, in particular Excel

The company offers good benefits and hybrid working.

For more information please contact Lynn Wilson on or email lynn.wilson .

Visit the IDEX Consulting Ltd website for further opportunities.