SIPP Operations Administrator, Client Services , SIPP Payroll , Investment Management

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The Client

An established Financial Services business running Investment & Wealth Management services for clients.

The Role

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 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 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. xwzovoh

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