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- Tasks: Support SIPP and SSAS administration, ensuring exceptional service for clients.
- Company: Join Punter Southall SIPP, a leader in financial services with a collaborative culture.
- Benefits: Enjoy private medical insurance, competitive pension, gym memberships, and 25 days holiday.
- Other info: Hybrid role with flexible working, including at least 3 days in Edinburgh.
- Why this job: Make a real impact in the financial sector while developing your skills.
- Qualifications: Strong admin experience in financial services and effective communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
At Punter Southall SIPP, our aim is to maintain a high-quality administration service both in the Pension Accumulation and Decumulation phases, delivering exceptional service and support to our clients. We are looking for an experienced and detail-oriented SIPP and SSAS Support Administrator to join our team.
Responsibilities:
- Opening the post and distribution to team members based in the Edinburgh office.
- Print, copy and post documents for team members based in the Edinburgh office.
- Answer team calls and redirect to team members/take messages for call backs accordingly.
- Set up new business applications, to include opening bank accounts via the iSite platform, Platinum data inputting, sending transfer forms to other providers.
- Complete and issue Wake Up and Investment Pathway letters.
- Complete and issue SIPP review packs, including drawdown quotes.
- Complete SIPP and SSAS GAD reviews.
- Create mail merges from data within Platinum for pre-prepared mailers; issue letters generated.
- Utilising relationships with inter-company and external professional connections, including accountants and financial advisers.
- Daily creation of payments using the Bank of Scotland’s iSite and Corporate Banking Online systems.
- Liaising with regulators bodies where required, such as HMRC and The Pensions Regulator.
- Ensure that the electronic filing and Platinum records are up to date with member details and all relevant policy information.
- Follow workflow processes via SharePoint.
Who are we looking for?
- Strong administration experience from within the financial services sector would be preferable.
- Ability to communicate effectively and professionally with internal & external clients in a variety of mediums including in writing, face to face and verbally over the phone.
- Ability to recognise when to escalate/refer client issues/queries to line management or consultant or principal.
- Familiarisation of the following systems an advantage: Delta’s Platinum and Report~Pro systems, Bank of Scotland’s iSite and Corporate Banking Online platforms, Microsoft SharePoint volume by Watermark Technologies.
What’s in it for you?
- Private Medical Insurance with rewards for yourself with discounted rates for your family members.
- Competitive Company Pension Scheme.
- Access to several employee discounted schemes to suit your lifestyle including but not limited to: Private dental insurance, Electric Vehicle Salary Sacrifice Scheme, Cycle to Work scheme, Comprehensive Europe and Worldwide Travel Insurance, Medical Cash Plan, Gym memberships, Access to 24/7 GP service for you and your family.
- 25 days holiday with the option to purchase more.
Please note, this position is a full-time hybrid-based role including a minimum of 3 days at our Edinburgh Office. We are an equal opportunities employer and welcome applications from all backgrounds, identities and experiences and we actively promote equal opportunities in our recruitment process.
Should you wish to learn more about the role, or have any questions, please contact our HR Team via hrservicedesk@puntersouthallgroup.com.
SIPP Support Administrator - Hybrid employer: Punter Southall
Contact Detail:
Punter Southall Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Support Administrator - Hybrid
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at Punter Southall. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching common questions for SIPP and SSAS roles. We recommend practising your answers with a friend or in front of a mirror. Confidence is key, so make sure you can articulate your experience clearly!
✨Tip Number 3
Show off your skills! If you have experience with Delta’s Platinum or Bank of Scotland’s iSite, be ready to discuss how you’ve used these systems in past roles. Real-life examples can really make you stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Punter Southall.
We think you need these skills to ace SIPP Support Administrator - Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP Support Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for providing exceptional service and how your background aligns with our goals at Punter Southall SIPP.
Showcase Your Communication Skills: Since effective communication is key in this role, make sure to demonstrate your writing skills in your application. Keep it professional yet friendly, just like we do at StudySmarter. Remember, clarity is crucial!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Punter Southall
✨Know Your Stuff
Make sure you brush up on your knowledge of SIPP and SSAS administration. Familiarise yourself with the specific responsibilities mentioned in the job description, like handling client queries and using systems like Delta’s Platinum. This will show that you're not just interested but also prepared.
✨Practice Makes Perfect
Rehearse common interview questions related to administration and financial services. Think about scenarios where you've had to communicate effectively or resolve issues. Practising your responses will help you feel more confident and articulate during the actual interview.
✨Showcase Your Skills
Be ready to discuss your experience with relevant systems like Bank of Scotland’s iSite and Microsoft SharePoint. If you have examples of how you've used these tools to improve efficiency or service quality, share them! This will demonstrate your hands-on experience and problem-solving abilities.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about team dynamics, the company culture, or how success is measured in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.