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Benefits:
- Holiday Entitlement: 25 days of paid leave plus bank holidays.
- Hybrid Working: Available after a successful six-month probation period, with a flexible rota of 3 days in-office and 2 days remote.
- Private Medical Insurance: Provided after six months of service.
- Group Life Insurance: Offered after six months of service.
- Pension: Auto-enrolled after three months.
- Study Support: Financial and study leave support for employees pursuing professional qualifications.
- Social Events: Annual Christmas party and team-building events.
- Working Hours: 35 hours per week, Monday to Friday, 9am-5pm (including 1-hour unpaid lunch break).
Overview:
Our client is looking for a dedicated and experienced individual to join their SIPP (Self-Invested Personal Pension) administration team. The successful candidate will play a vital role in delivering high-quality services to clients and financial advisers. This position is ideal for someone with at least 3 years of experience in the pensions industry, with strong attention to detail, technical knowledge, and excellent communication skills.
Key Responsibilities:
- SIPP Administration: The candidate will oversee day-to-day SIPP management, ensuring all requests are handled with precision and compliance.
- New Business Processing: The role includes managing the entire lifecycle of new business applications from submission through to completion.
- Investment and Transfer Management: They will be responsible for handling transfers, processing investment applications, and managing payments to financial advisers and investment providers in a timely manner.
- General Servicing: The successful candidate will address a variety of client service needs, including FSCS claims, DSARs, LOAs, and updates to client information, ensuring timely communication and issue resolution.
- Compliance & Service Standards: The candidate will ensure all tasks meet company standards, Service Level Agreements, and compliance requirements, while contributing to continuous improvement within the team.
- Cross-functional Collaboration: The individual will work closely with internal teams and external entities such as financial advisers and investment providers.
- Project Involvement: They will participate in various administrative projects to streamline processes and enhance service delivery.
- SIPP/SSAS Portfolios: The candidate may be required to administer SIPP portfolios holding property and other complex assets.
- Team Support: They will share knowledge with less experienced team members, fostering a collaborative environment.
Skills and Requirements:
- Extensive knowledge and experience in SIPP administration.
- Strong attention to detail and ability to perform under pressure.
- Excellent organisational and multi-tasking skills.
- Proficiency with Microsoft Office, particularly Excel.
- Strong numerical skills and comfort working with complex calculations, including draw down, bereavement benefits, and divorce calculations.
- Understanding of investment transactions, including non-standard investments.
- Confidence in communication, both written and verbal, with internal and external stakeholders.
- A proactive and adaptable approach to learning new systems and processes.
- Commitment to delivering exceptional customer service and maintaining Quality Assurance across all work.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
