SIPP/Pensions Administration Specialist
4 weeks ago
Company Overview: DBCharles Recruitment is a well-established firm known for its commitment to excellence in Financial Planning and Advisory services. With a strong focus on building long-lasting relationships, we provide a range of services including pensions, investments, and retirement planning.
Position Summary: We are seeking a dedicated and detail-oriented SIPP/Pensions Administrator to join our dynamic team. This role will involve direct reporting to the team leader and collaborating with a group of skilled professionals.
Key Responsibilities:
- Deliver comprehensive support and administration for clients and their portfolios.
- Collaborate closely with Financial Planners to ensure seamless service delivery.
- Manage diaries and schedules effectively.
- Facilitate the setup of new SIPP accounts.
- Handle documentation and policy processing with precision.
- Maintain accurate records and manage data upkeep.
- Oversee banking activities and reconciliations.
- Address client queries and provide timely resolutions.
- Manage email correspondence efficiently.
- Process various payments and liaise with internal teams.
Candidate Profile: We are looking for candidates with the following qualifications:
- Experience in a SIPP/SSAS environment.
- Strong background in client servicing and administration within the SIPP/SSAS and investment sectors.
- Prior experience in Financial Services.
- Possession of a CII Award or similar qualifications is advantageous but not mandatory.
- Exceptional communication skills and a collaborative mindset.
- Highly organized with excellent proficiency in MS Office, particularly Excel.
- Familiarity with systems such as Omni, Virtual Cabinet, and Intelliflo is a plus.
- Strong written communication abilities.
- A commitment to an office-based role with the potential for flexible hybrid working arrangements post-training.
Working Hours: The position offers a standard workweek from Monday to Friday, with specific hours outlined for each day.
Compensation and Benefits: The salary range for this role is competitive, reflecting the candidate's experience. Additional benefits include:
- Hybrid working options after the training period.
- Generous holiday allowance and a Christmas shutdown.
- Life Assurance and a robust pension scheme.
- Support for further qualifications and professional development.
- Well-being perks and free parking.
We encourage qualified candidates to consider this opportunity to contribute to a reputable organization.
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