Job description
My client is currently looking an experienced SIPP Administrator to join their team in Edinburgh.
THE ROLE:
Process SIPP transfer out requests
Process new business applications through to completion
Complete transfers in and investment applications
Process PCLS payments for clients in retirement
Process regular and ad-hoc payments for clients in retirements
Administer a whole life cycle of a SIPP from transfers to retirements
Perform necessary technical calculations
Process investment withdrawals for one off and regular payments on time for payments to the members on time
Process member benefit payroll and use Sage Payroll to calculate tax
Use HMRC online services to process income tax
Have timely communication with the advisers and members to notify them of any issues with the member's request
Ensure all requests are tracked till completion
Being involved in projects within the administration department
Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties
Build relationships with our advisers and clients and deliver exceptional communication and service
Ensuring full compliance with the Service Level Agreements
Improve and/or maintain Quality Assurance across all areas of your work
Embed risk management in all aspects of your work
Ability to resolve complaints effectively
SKILLS NEEDED:
Strong SIPP knowledge and experience
Contribute effectively to our wider business success within the group
Strong attention to detail and the ability to perform under pressure
Excellent organisational and multi-tasking skills
Excellent numerical and customer services skills
Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
Be able to understand investment transactions including identifying non-standard investments
Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
Be able to understand investment transactions including identifying non-standard investments
Proficient with Microsoft Office, in particular Excel
The company offers good benefits and hybrid working.
