Finance Administrator

TN United Kingdom; Sale; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Join a forward-thinking company as a SIPP Administrator, where you will play a crucial role in managing daily SIPP operations. This position offers the opportunity to work closely with clients and advisers, ensuring exceptional service and compliance with industry standards. You will thrive in a dynamic environment, utilizing your strong attention to detail and communication skills to support a dedicated team. With a hybrid working model and a commitment to professional development, this role is perfect for those looking to advance their careers in the pensions industry.

Benefits

Private Medical Insurance

Group Life Insurance

Pension Benefits

Study Leave for Financial Qualifications

Qualifications

• Prior experience in the pensions industry is essential.
• Strong communication skills and technical knowledge are required.

Responsibilities

• Administer SIPPs daily and process business applications.
• Build and maintain relationships with advisers and clients.

Skills

SIPP Administration

Attention to Detail

Microsoft Excel

Communication Skills

Numerical Skills

Customer Service Orientation

Tools

Microsoft Office

Job description

Job Description: SIPP Administrator

As a dedicated member of our SIPP administration team, you will undertake day-to-day administration work, processing requests with vigilance and professionalism. You will support our clients and advisers, ensuring all responsibilities are met in accordance with our brand and company guidelines.

This role involves interaction with internal teams, external entities such as financial advisers and investment providers, and requires prior experience in the pensions industry, strong communication skills, technical knowledge, and a focus on accuracy and team contribution.

Key Responsibilities:

• Administer SIPPs daily, processing new business applications, transfers, investments, payments, withdrawals, and servicing requests such as LOAs, FSCS claims, DSARs, and contact detail updates.
• Communicate promptly with advisers and members regarding requests and issues.
• Track all requests until completion and participate in departmental projects.
• Manage other aspects of SIPP and SSAS workloads, including portfolios with properties.
• Build and maintain relationships with advisers and clients, providing exceptional service.
• Share knowledge and support less experienced team members.
• Ensure compliance with SLAs, maintain Quality Assurance, and embed risk management in all tasks.
• Resolve complaints effectively.

Skills and Experience:

• Strong knowledge and experience with SIPPs.
• Attention to detail, ability to work under pressure, and excellent organizational skills.
• Proficiency in Microsoft Office, especially Excel.
• Fluent, positive communication skills—both written and verbal—with internal and external stakeholders.
• Excellent numerical skills and customer service orientation.
• Understanding of SIPP rules, investment transactions, and calculations such as drawdowns, bereavement, and divorce benefits.
• Ability to learn new skills, processes, and systems effectively.

Additional Benefits:

• Hybrid working model after six months' probation: 3 days in-office, 2 days remote.
• Private Medical Insurance, Group Life Insurance, and pension benefits after six months.
• Support for financial qualifications through study leave and funding.
• 35-hour workweek, Monday to Friday, 9 am to 5 pm, including unpaid lunch.

Adecco acts as an employment agency for permanent recruitment and an employment business for temporary staffing. We are an Equal Opportunities Employer.