At a Glance
- Tasks: Support the SIPP team with client onboarding, documentation checks, and account management.
- Company: Established Financial Services business specialising in Investment & Wealth Management.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Build lasting relationships with clients and enjoy a collaborative work environment.
- Why this job: Join a dynamic team and make a real difference in client services.
- Qualifications: 1-3 years of Pension and SIPP experience; payroll processing knowledge preferred.
The predicted salary is between 31500 - 38500 £ per year.
An established Financial Services business running Investment & Wealth Management services for clients.
The SIPP Operations Administrator will provide administrative support to the Investment SIPP team, on-boarding, maintaining, and monitoring all SIPP administration of SIPP operations ensuring quality service.
The SIPP Operations Administrator will process and check all SIPP client on boarding, checking all documentation before final submission to ensure it complies with guidelines.
The SIPP Operations Administrator will set up and maintain client, portfolio and account data in the Investment Management and Pershing systems in an accurate and timely manner.
The SIPP Operations Administrator will complete AML checks for new and existing clients – including KYC and bank account validation checks. Process contribution payments into the client SIPP and set up Direct Debits when required. Managing SIPP client account opening, taking benefit, contribution and other documentation with third party administrator to ensure SLA is met.
The SIPP Operations Administrator will complete daily reconciliations and supporting reconciliation of all SIPP bank accounts, issuing all correspondence produced by third party administrator to clients and responding to all client queries internally and externally.
The SIPP Operations Administrator will answer telephones and email queries from intermediaries (IFAs) and liaise closely with front office and Transitions teams to ensure efficient completion of SIPP on boarding and SIPP transfers.
The SIPP Operations Administrator will own the Company SIPP fee processes and provide input into daily weekly calls with SIPP team and Third-Party administrator. It is important to build good and lasting relationships with clients and third parties (internal and external).
The SIPP Team Administrator reports to the SIPP Service Team Manager and will be working closely with the SIPP Oversight Manager.
The Candidate
- 1-3 years of Pension and SIPP experience is required.
- Experience of payroll processing preferred.
- Experience within a wealth management or asset management environment is desirable.
- Strong knowledge of client account records, including AML client ID guidelines.
- Pershing NEXUS system is an advantage.
- Knowledge of Electronic reregistration and Origo and Altus is an advantage.
- Flexible attitude to working hours.
SIPP Operations Administrator, Client Services , SIPP Payroll , Investment Management in City of London employer: JJ SEARCH LIMITED
As a leading UK specialist commercial bank, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. The Senior Credit Approver role offers not only competitive benefits and opportunities for professional growth but also the chance to make a significant impact on our lending portfolio while collaborating with senior stakeholders. Join us in shaping the future of property lending and development finance in an environment that values innovation and teamwork.
