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SIPP Administrator

IDEX Consulting

Manchester

Hybrid

GBP 30,000 - 50,000

Full time

30+ days ago

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Job summary

An established industry player is seeking two SIPP Administrators to join their dynamic team in Manchester or Edinburgh. This role involves managing the entire SIPP process, from transfers to retirements, ensuring compliance and delivering exceptional service to clients and advisers. You will leverage your strong SIPP knowledge and attention to detail while working in a collaborative environment that promotes hybrid working. If you are looking for a role that challenges your organisational skills and allows you to contribute to the success of the business, this opportunity is perfect for you.

Benefits

Good benefits
Hybrid working

Qualifications

  • Strong SIPP knowledge and experience is essential.
  • Excellent organisational and multi-tasking skills required.
  • Proficient in Microsoft Office, especially Excel.

Responsibilities

  • Process SIPP transfer requests and new business applications.
  • Administer the full life cycle of a SIPP from transfers to retirements.
  • Ensure compliance with Service Level Agreements and improve quality assurance.

Skills

SIPP knowledge and experience
Attention to detail
Organisational skills
Multi-tasking skills
Numerical skills
Customer service skills
Understanding of SIPP rules
Understanding of pension rules
Proficient with Microsoft Office

Tools

Sage Payroll
HMRC online services
Microsoft Excel

Job description

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 07918211987 or email lynn.wilson@idexconsulting.com.

Visit the IDEX Consulting Ltd website for further opportunities.

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