At a Glance
- Tasks: Support the SIPP team with onboarding and administration tasks while ensuring quality service.
- Company: Respected Investment Management firm focused on client relationships and innovative technology.
- Benefits: Hybrid working, ongoing training, and a competitive salary package.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in financial planning.
- Qualifications: Experience in SIPP administration and strong attention to detail required.
The predicted salary is between 31500 - 38500 £ per year.
We are privileged to be working within a highly respected Investment Management organisation who pride themselves on focusing on client/customer relationships with the ethos being to help individuals with investment and financial planning and provide technology to make things simple and clear. Based in the heart of the City and due to ongoing developments, they are now seeking a SIPP Administrator to join them on an initial 6-month fixed term contract, with responsibility:
- Providing administrative support to their SIPP team including on-boarding, maintaining, and monitoring all administration of the SIPP operations, whilst ensuring quality service and adherence to service levels.
- Processing all SIPP client on-boarding, to include checking all documentation before final submission to ensure it complies with company and HMRC guidelines.
- Setting up and maintaining client, portfolio and account data in internal and Pershing systems in an accurate and timely manner.
- Ensuring all payrolls are processed in an accurate and timely manner.
- Monitoring all benefit requests and maintaining sell and withdraws via internal systems and operation teams to ensure payroll is met.
- Completing AML checks for new and existing clients including KYC and bank account validation checks.
- Liaising closely with front office and Transitions teams to ensure efficient completion of SIPP on-boarding and SIPP transfers.
Possessing proven experience in the administration of SIPPS (any payroll processing experience would be beneficial), as well as knowledge of client account records, including AML client ID guidelines and an understanding and knowledge of MiFID II requirements. Additionally, the client is seeking someone with accuracy, organisation, thoroughness, and attention to detail, coupled with an excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries. The role is offered on a hybrid working pattern (2-days in the office) together with ongoing training and development and a highly attractive remuneration package. Further details are available.
SIPP Administrator employer: Dimensions Specialist Recruitment Ltd
As a leading Investment Management organisation located in the heart of the City, we pride ourselves on fostering strong client relationships and simplifying financial planning through innovative technology. Our collaborative work culture encourages professional growth and development, offering employees the opportunity to thrive in a supportive environment while contributing to meaningful client outcomes. Join us as a Transitions Administrator and be part of a team that values your contributions and invests in your future.
Contact Details:
Dimensions Specialist Recruitment Ltd Recruitment Team
