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- 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.
- Why this job: Join a dynamic team and make a real difference in client services and operations.
- Qualifications: 1-3 years of Pension and SIPP experience; payroll processing knowledge preferred.
- Other info: Build lasting relationships with clients and enjoy a collaborative work environment.
The predicted salary is between 36000 - 60000 £ 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. Responding to all client queries internally and externally.
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 Operations Administrator will answer telephones and email queries from intermediaries (IFAs). Liaise closely with front office and Transitions teams to ensure efficient completion of SIPP on-boarding and SIPP transfers.
The SIPP Operations 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 re-registration and Origo and Altus is an advantage.
- Flexible attitude to working hours.
SIPP Operations Administrator, Client Services, SIPP Payroll, Inv Mgmt employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Operations Administrator, Client Services, SIPP Payroll, Inv Mgmt
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in SIPP operations. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of SIPP processes and regulations. We recommend practising common interview questions related to client services and AML checks so you can impress the hiring team with your expertise.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss specific examples of how you've successfully managed client accounts or handled payroll processing in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace SIPP Operations Administrator, Client Services, SIPP Payroll, Inv Mgmt
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP Operations Administrator role. Highlight your relevant experience in pension and SIPP administration, as well as any specific skills that match the job description. We want to see how you fit into our team!
Showcase Your Attention to Detail: Since this role involves checking documentation and ensuring compliance, it's crucial to showcase your attention to detail. Use examples from your past work where you’ve successfully managed similar tasks. We love candidates who can spot the little things!
Be Clear and Concise: When writing your application, keep it clear and concise. Avoid jargon unless it’s relevant to the role. We appreciate straightforward communication, so make sure your points are easy to understand and get straight to the point.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at JJ Search Ltd
✨Know Your SIPP Inside Out
Make sure you brush up on your knowledge of SIPP operations and the specific responsibilities of the role. Familiarise yourself with key terms like AML, KYC, and Direct Debits, as well as the systems mentioned in the job description, such as Pershing NEXUS. This will show that you're not just interested in the role but also understand the intricacies involved.
✨Demonstrate Your Client Service Skills
Since this role involves a lot of client interaction, be prepared to discuss your experience in managing client relationships. Think of examples where you've successfully resolved client queries or built strong relationships with clients and third parties. Highlighting your communication skills will be crucial here.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge related to pension administration and payroll processing. Review common scenarios you might face in the role and how you would handle them. Being able to articulate your thought process will impress the interviewers.
✨Show Your Flexibility and Team Spirit
The job requires a flexible attitude towards working hours and collaboration with various teams. Be ready to share examples of how you've adapted to changing circumstances in previous roles and how you work effectively within a team. This will demonstrate that you're a good fit for their company culture.
