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SIPP Administrator
2 months ago
We are seeking a highly skilled Finance Administrator to join our team at Adecco. As a key member of our finance department, you will be responsible for providing administrative support to our clients and ensuring the smooth operation of our financial services.
Key Responsibilities:- Day-to-day administration of SIPPs, including processing payments and managing client requests.
- Processing PCLS payments and regular payments for clients in retirement.
- Performing technical calculations for clients in retirement and processing one-off and regular investment withdrawals.
- Using HMRC online services to process income tax and processing death beneficiary payments.
- Communicating with advisers and members to notify them of any issues with their requests and ensuring all requests are tracked until completion.
- Participating in projects within the administration department and administering other aspects of SIPP and SSAS workload.
- Building relationships with our advisers and clients and delivering exceptional communication and service.
- Sharing knowledge and supporting less experienced members of the team.
- Ensuring full compliance with Service Level Agreements and improving Quality Assurance across all areas of work.
- Embedding risk management in all aspects of work and resolving complaints effectively.
- Strong SIPP knowledge and experience.
- Ability to contribute effectively to our wider business success within the group.
- Strong attention to detail and ability to perform under pressure.
- Confident with the ability to ask questions.
- Excellent organisational and multi-tasking skills.
- Proficient with Microsoft Office, in particular Excel.
- Fluent and positive written and verbal communication outcome with internal and external entities.
- Excellent numerical and customer services skills.
- Understanding of SIPP rules and ability to perform drawdown calculations, bereavement benefit calculations, and divorce calculations.
- Ability to understand investment transactions, including identifying non-standard investments.
- Aptitude to learn and adapt new skills, processes, systems, and tasks.
- 25 paid holidays plus bank holidays.
- Hybrid working: considered after six months' successful probation, on a rota of 3 days in and 2 days at home.
- Private Medical Insurance: after six months' probation.
- Group Life Insurance: after six months' probation.
- Pension: auto-enrolled after three months.
- Study Support: support for employees who want to study towards financial qualifications with either fully or part-funded and paid study leave.
- Social Event: Christmas party.
- Hours of work: 35 hours per week, on Mondays to Fridays inclusive, between 9am to 5pm, including one hour for lunch (unpaid) each day.
