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- Tasks: Support the Transitions team by processing SIPP transfers and ensuring timely asset transitions.
- Company: 7IM is a forward-thinking investment management firm focused on delivering exceptional client service.
- Benefits: Enjoy a flexible work environment and opportunities for professional development.
- Why this job: Join a collaborative team, gain valuable experience in finance, and make a real impact.
- Qualifications: No prior experience required; knowledge of SIPP transfers is a plus.
- Other info: This is a 12-month fixed-term contract with potential for growth.
The predicted salary is between 30000 - 42000 £ per year.
SIPP Transfers Administrator (12 months FTC)
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SIPP Transfers Administrator (12 months FTC)
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Join to apply for the SIPP Transfers Administrator (12 months FTC) role at 7IM
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Purpose
Provide administrative support to the Transitions team, specifically in the processing and administration of 7iM SIPP transfers, to ensure timely transition of client assets in to 7IM. Responsibility for processing new SIPP transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner. Work with the Transitions team to track and report on assets in transfer and ensure adherence to Service Level agreements, liaising with colleagues and third parties to follow up and update on progress.
About The Role
Purpose
Provide administrative support to the Transitions team, specifically in the processing and administration of 7iM SIPP transfers, to ensure timely transition of client assets in to 7IM. Responsibility for processing new SIPP transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner. Work with the Transitions team to track and report on assets in transfer and ensure adherence to Service Level agreements, liaising with colleagues and third parties to follow up and update on progress.
Responsibilities
- Check and process transfer requests received from 7IM relationship management teams, liaising with third parties regarding settlement and inputting instructions into Pershing NEXUS system
- Communicate with counterparties, fund managers and custodians to manage the smooth and timely transition of client assets to and from 7IM
- Efficient tracking and reporting of assets in transfer using the Transfer Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer
- Process transfers through our electronic reregistration system Origo and Altus
- Monitor reports and systems to check for receipt of funds and assets.
- Chasing and validating SIPP transfer information from third parties.
- Process payments to clients and third parties in relation to transfers out of 7IM
- Ensure adherence to internal and client operational procedures and controls
- Management of Transitions mailbox, post and telephone queries
- Maintain relationships with third party administrators, Fund Managers and custodian
- Treat clients (internal and external) and colleagues fairly and adhere to the 7IM mission and tenets
- Maintain relationships with other 7IM departments
About You
Knowledge
- Knowledge of tax wrapper structures including ISA, SIPP, Offshore Bond
- Knowledge of Pershing NEXUS system is an advantage
- Strong knowledge of asset transfer process including unit trust, CREST, foreign, certificated and cash movements
- Knowledge of Electronic reregistration and Origo and Altus is an advantage
- 1 year SIPP transfers /Administration experience
Qualifications
- Studying towards the IOC certificate or already qualified would be advantageous
Skills
- Accuracy, thoroughness and attention to detail
- Organisation and prioritisation skills to manage own workload to meet deadlines
- Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant
- Ownership and initiative
- Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently
Other Relevant Information
- Reports to the SIPP transfers Squad Leader
- Subscribe to 7IMs Mission and Tenets and Treating Customers Fairly initiatives
- This role works closely with others within the team sharing the workload and responsibility so a team attitude is needed helping others when required.
- Flexible attitude to duties as the role requirements may evolve to meet changing demands within the team. The successful candidate may undertake training to provide holiday cover to other areas within Operations.
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SIPP Transfers Administrator (12 months FTC) employer: 7IM
Contact Detail:
7IM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Transfers Administrator (12 months FTC)
✨Tip Number 1
Familiarise yourself with the SIPP transfer process and the specific systems mentioned in the job description, like Pershing NEXUS, Origo, and Altus. Understanding these tools will not only help you during the interview but also demonstrate your proactive approach to the role.
✨Tip Number 2
Network with professionals in the finance and administration sectors, especially those who have experience with SIPP transfers. Engaging with them can provide valuable insights and potentially lead to referrals that could boost your application.
✨Tip Number 3
Prepare to discuss your organisational skills and how you manage multiple tasks effectively. Since the role involves tracking and reporting on asset transfers, showcasing your ability to prioritise and stay organised will be crucial.
✨Tip Number 4
Demonstrate your understanding of treating customers fairly and the importance of communication in this role. Be ready to share examples of how you've handled client queries or issues in the past, as this aligns with the company's mission and values.
We think you need these skills to ace SIPP Transfers Administrator (12 months FTC)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the SIPP Transfers Administrator position. Tailor your application to highlight relevant experience and skills that match these requirements.
Highlight Relevant Experience: If you have experience in SIPP transfers or administration, make sure to emphasise this in your CV and cover letter. Use specific examples to demonstrate your knowledge of tax wrapper structures and asset transfer processes.
Showcase Your Skills: Focus on key skills mentioned in the job description, such as accuracy, attention to detail, and strong communication abilities. Provide examples of how you've successfully used these skills in previous roles.
Craft a Strong Cover Letter: Write a compelling cover letter that not only introduces yourself but also explains why you're interested in the role and how you can contribute to the Transitions team at 7IM. Make it personal and engaging to stand out from other applicants.
How to prepare for a job interview at 7IM
✨Understand the SIPP Transfer Process
Make sure you have a solid grasp of the SIPP transfer process, including the key steps involved and any relevant regulations. This knowledge will help you answer questions confidently and demonstrate your expertise in the area.
✨Showcase Your Attention to Detail
Given the importance of accuracy in processing transfers, be prepared to discuss examples from your past experience where your attention to detail made a difference. Highlight how you ensure thoroughness in your work.
✨Prepare for Communication Scenarios
Since the role involves liaising with various stakeholders, think about how you would handle different communication scenarios. Be ready to provide examples of how you've effectively communicated with clients or colleagues in previous roles.
✨Demonstrate Teamwork Skills
The job requires a collaborative approach, so be prepared to discuss your experience working in teams. Share specific instances where you contributed to team success and how you supported your colleagues.
