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 third parties in a collaborative environment.
- Why this job: Join a dynamic team and make a real impact in financial services.
- Qualifications: 1-3 years of Pension and SIPP experience; payroll processing knowledge preferred.
The predicted salary is between 27000 - 33000 £ 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 role includes:
- Processing and checking all SIPP client on-boarding, ensuring documentation complies with guidelines.
- Setting up and maintaining client, portfolio, and account data in the Investment Management and Pershing systems accurately and timely.
- Completing AML checks for new and existing clients, including KYC and bank account validation checks.
- Processing contribution payments into the client SIPP and setting up Direct Debits when required.
- Managing SIPP client account opening and taking benefit, contribution, and other documentation with third-party administrators to ensure SLA is met.
- Completing daily reconciliations and supporting reconciliation of all SIPP bank accounts.
- Issuing all correspondence produced by third-party administrators to clients.
- Responding to all client queries internally and externally.
- Answering telephones and email queries from intermediaries (IFAs).
- Liaising closely with front office and Transitions teams to ensure efficient completion of SIPP on-boarding and SIPP transfers.
- Owning the Company SIPP fee processes and providing input into daily and weekly calls with the SIPP team and Third-Party administrator.
- Building 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 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.
StudySmarter Expert Advice🤫
We think this is how you could land SIPP Operations Administrator, Client Services , SIPP Payroll , Investment Management in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JJ SEARCH LIMITED. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace SIPP Operations Administrator, Client Services , SIPP Payroll , Investment Management in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JJ SEARCH LIMITED.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JJ SEARCH LIMITED's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JJ SEARCH LIMITED.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JJ SEARCH LIMITED will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JJ SEARCH LIMITED employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
