SIPP Administrator
3 days ago
About the Role
An established business with a great reputation achieved over the decades is seeking a new permanent SIPP / Pensions Administrator to join their team.
The business has firm roots within Financial Planning & Advice, offering services spanning advice in pensions, investments, retirement funds, and many other areas.
The role as permanent SIPP / Pensions Administrator will report directly to the team leader and be among 11 others in the team. They will play a pivotal role in providing all-round administration, support, and account management to clients, with day-to-day duties involving:
- Providing broad support and administration to clients and various portfolios
- Working closely and supporting the Financial Planners
- Diary management
- Setting up new SIPP's
- Documentation & policy processing
- Record management and upkeep
- Banking
- Reconciliations
- Query handling
- Processing various payments
- Liaising with other internal teams
- Plus many more
The ideal candidate will possess:
- Excellent communication skills
- Team player
- Highly organised
- Excellent MS Office skills, in particular with MS Excel
- Skills working with systems such as Omni, Virtual Cabinet & Intelliflo would be a great added benefit
- Able to commit to an office-based role
The role will be working Monday to Friday 9:00 am to 5:00 pm, with Fridays being 8:30 am to 4:30 pm. Additional aspects to consider are:
- Hybrid working post training / probation period
- Xmas shutdown period
- Life Assurance
- Excellent perks towards well-being
- Free parking
- Support towards further qualifications & studies
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