SIPP Onboarding & Operations Specialist

Seven Investment Management LLP; Greater London; On-site; GBP 28,000 - 35,000; Full time

Job summary

Seven Investment Management LLP is looking for an administrator to support the SIPP team in London. The role involves managing client onboarding and ensuring compliance with regulations. Strong attention to detail and effective communication are essential for interacting with clients and colleagues.

Candidates should have experience in pensions, payroll processing, and a keen understanding of compliance frameworks. A flexible attitude and a team-oriented mindset are crucial.

Qualifications

• 1-3 years of Pension and SIPP experience is desirable.
• Experience in payroll processing preferred.
• Experience within a wealth management or asset management environment is desirable.

Responsibilities

• Process and check all SIPP client onboarding documentation.
• Set up and maintain client, portfolio, and account data.
• Ensure compliance with MiFID II and AEOI legislation.

Skills

Accuracy, thoroughness, and attention to detail

Excellent telephone manner

Organisation and prioritisation skills

Good communication skills (oral and written)

Client focus insight

Strategic thinking

Education

CII certificate in pensions administration (FA2)

Tools

Pershing NEXUS

Dunstan Thomas’ Imago Back Office

Job description

Seven Investment Management LLP is looking for an administrator to support the SIPP team in London. The role involves managing client onboarding and ensuring compliance with regulations. Strong attention to detail and effective communication are essential for interacting with clients and colleagues.

Candidates should have experience in pensions, payroll processing, and a keen understanding of compliance frameworks. A flexible attitude and a team-oriented mindset are crucial.