SIPP Team Administrator

We are currently working with a leading UK financial services company to find a hardworking and professional individual with exceptional customer service skills to join their SIPP administration team. You will liaise directly with internal and external Financial Advisers and investors, setting up and managing a wide variety of investments across our range of Self Invested Personal Pension (SIPP) products.

For this position you should be able to use your strong organisational and communication skills to provide excellent customer service. You will have experience and knowledge of master trust SIPP administration and be confident with dealing with external customers in a fast-paced environment, handling transfer and benefit requests.

About the Role

• Administer a variety of SIPP processes such as calculation and payment of pension benefits, setting up new schemes and making time-critical investments
• Be the main point of contact for internal/external Financial Advisers and investors
• Pension transfer processing
• Preparing, archiving and retrieval of documentation
• Process online banking payments for invoices, fees and investments
• Usage of internal database for accurate record keeping and work management
• Keep up to date with pension legislation and law
• Assist with project work and new staff training as and when required
• Undertake a variety of further administrative duties as per team requirements within strict Service Level Agreements (SLAs)

About You

• SIPP administration experience - specifically handling benefit requests (drawdown and tax free cash) and pension transfers
• Professionalism and ability to demonstrate excellent customer service is essential
• Excellent organisational skills and high attention to detail
• Experience with working to strict SLAs and deadlines while completing work to a high standard
• Ability to work and think under pressure independently and as part of a team
• Experience and understanding of the importance in dealing with client money
• Be flexible and adaptable
• Familiarity with office equipment (fax machines, printers etc.)
• Computer literacy (MS Word, Excel and Outlook)
• Strong verbal and written communication skills
• Excellent numeracy skills
• Ability to remain calm when under pressure while maintaining quality
• Strong time management skills
• Ability to build rapport and relationships with clients and colleagues
• Experience with handling external incoming telephone calls and dealing with internal and external clients and providers
• Professional financial qualifications desirable but not essential
• Experience and knowledge of financial services/FCA is desirable but not essential

If this sounds like the role for you, apply today!