Location
Edinburgh | United Kingdom
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.
For more information please contact Lynn Wilson 07918211987 or email
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