Close Sipp Administrator

3 weeks ago


Northwich, United Kingdom Close Brothers Group Full time

OVERALL SUMMARY

Provide an effective and efficient service to the business in the processing, administration and provision of technical guidance for the management of the Close SIPP.

RESPONSIBILITIES

Responsible for administering SIPPs and providing operational and technical guidance internally with respect to: Processing New Business Applications

Arranging the transfer of funds/assets from existing pension providers

Allocation of regular and single contributions

Processing drawdown cases and carrying out GAD reviews

Dealing with client and internal administrative and technical enquiries

Ensure compliance with HMRC and Pension Regulator rules and any other applicable laws and regulations

To assist with maintaining an up-to-date Procedures Manual.

To inform Line Manager of areas of concern and issues that may arise.

To participate in the Appraisal and Development Scheme.

Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).

Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

**WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF**:
Keen attention to detail (system and non system).

Ability to work quickly and accurately within very tight deadlines.

Good team player with the ability to work on own initiative.

Flexibility and availability to work overtime during peak workload periods.

Good communication skills

Previous experience in a similar SIPP Administration role would be beneficial but is not essential.

Previous data entry and paperwork checking experience desirable

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

LI-KH1



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