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SIPP Administrator

3 weeks ago

Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

Job description

My client is currently looking an experienced SIPP Administrator to join their team in Edinburgh.

THE ROLE:

Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in retirement Process regular and ad-hoc payments for clients in retirements Administer a whole life cycle of a SIPP from transfers to retirements Perform necessary technical calculations Process investment withdrawals for one off and regular payments on time for payments to the members on time Process member benefit payroll and use Sage Payroll to calculate tax Use HMRC online services to process income tax Have timely communication with the advisers and members to notify them of any issues with the member's request Ensure all requests are tracked till completion Being involved in projects within the administration department Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties Build relationships with our advisers and clients and deliver exceptional communication and service Ensuring full compliance with the Service Level Agreements Improve and/or maintain Quality Assurance across all areas of your work Embed risk management in all aspects of your work Ability to resolve complaints effectively

SKILLS NEEDED:

Strong SIPP knowledge and experience Contribute effectively to our wider business success within the group Strong attention to detail and the ability to perform under pressure Excellent organisational and multi-tasking skills Excellent numerical and customer services skills Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Proficient with Microsoft Office, in particular Excel

The company offers good benefits and hybrid working.