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Reed Financial Services are representing with an award-winning Investment & Financial Planning firm with locations across Central & Southeast England. Currently hiring for a SIPP and Tax Wrapper Administration Support, paying up to £26k per annum, with the following duties and expectations:
SIPP & Tax Wrapper Administration Support
Location
Ipswich
Salary
Up to £26k per annum, based upon experience
Job Summary
We are looking for a SIPP and Tax Wrapper Administration Support to join our award-winning SIPP & Tax Wrapper Administration team, based in their Ipswich office.
Key Accountabilities
Support the SIPP & Tax Wrapper Administration team with the creation and maintenance of data for all new and existing pension clients
Support the SIPP & Tax Wrapper Administration team with the transfer in and out of SIPP accounts in a timely manner.
Responding to pension-related queries in a timely manner
Providing support to Wealth Planning and Investment Managers as necessary
Key Competencies
Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
Customer Service: Positive attitude to find solutions in line with FCA principles; Uses customer feedback to improve service;
Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change.
Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
A minimum of 5 GCSE’s (or equivalent at Grade C or above including Maths and English)
Good administration skills and an eye for detail
Ability to work as part of the team and with other colleagues
Ability to work under pressure/prioritise workloads
Aware of the need to adhere to procedures and minimise errors
Contractual Hours
9.00am to 5.30pm, Monday to Friday
