SIPP Administrator

My client is currently looking for two SIPP Administrators to join their team in Manchester or Edinburgh.

THE ROLE:

Process SIPP transfer out requestsProcess new business applications through to completionComplete transfers in and investment applicationsProcess PCLS payments for clients in retirementProcess regular and ad-hoc payments for clients in retirementAdminister a whole life cycle of a SIPP from transfers to retirementsPerform necessary technical calculationsProcess investment withdrawals for one-off and regular payments on time for payments to the membersProcess member benefit payroll and use Sage Payroll to calculate taxUse HMRC online services to process income taxHave timely communication with the advisers and members to notify them of any issues with the member\’s requestEnsure all requests are tracked till completionBeing involved in projects within the administration departmentOther than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of propertiesBuild relationships with our advisers and clients and deliver exceptional communication and serviceEnsuring full compliance with the Service Level AgreementsImprove and/or maintain Quality Assurance across all areas of your workEmbed risk management in all aspects of your workAbility to resolve complaints effectively

SKILLS NEEDED:

Strong SIPP knowledge and experienceContribute effectively to our wider business success within the groupStrong attention to detail and the ability to perform under pressureExcellent organisational and multi-tasking skillsExcellent numerical and customer service skillsUnderstand SIPP rules and be able to perform draw-down calculations, bereavement benefit calculations, and divorce calculationsBe able to understand investment transactions including identifying non-standard investmentsUnderstand pension rules and be able to perform draw-down calculations, bereavement benefit calculations, and divorce calculationsBe able to understand investment transactions including identifying non-standard investmentsProficient with Microsoft Office, in particular Excel

The company offers good benefits and hybrid working.

For more information please contact Lynn Wilson on 07918211987 or email lynn.wilson @idexconsulting.com .Visit the IDEX Consulting Ltd website for further opportunities.

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