SIPP Administrator

7 days left

20000.00 - 25000.00 GBP Annual + GBP20000 - GBP25000/annum Benefits Package
07 Oct 2016
04 Nov 2016
Contract Type
Full Time
Job Summary & Key Responsibilities:

As part of a team of Administrators, to provide an effective and efficient service to the business in the processing, administration and provision of technical guidance for the management of client SIPP products and investments.

Principal Responsibilities

Responsible for administering SIPPs and providing operational and technical guidance internally and to clients including:

?? Processing New Business Applications
?? Arranging the transfer of funds/assets from existing pension providers
?? Allocation of regular and single contributions
?? Processing investments in a full range of permitted investments
?? Processing drawdown cases and carrying out GAD reviews
?? Dealing with client and internal administrative and technical enquiries

Compliance & Regulatory Responsibilities:

?? Compliance with HMRC and Pension Regulator rules and any other applicable laws and regulations
?? To communicate and escalate potential issues in a prompt and effective manner.
?? To participate in relevant training courses as and when required
?? To fully comply with the relevant Anti-Money Laundering regulations, specifically relating to the verification of clients and report promptly any knowledge or suspicion of money laundering activities to the relevant MLRO
?? Follow the FCA's Treating Customers Fairly (TCF) principle by adhering to all relevant internal TCF policies

Key Competencies & Requirements:

?? Previous experience in a similar SIPP Administration role would be beneficial but is not essential
?? Good knowledge of the key Microsoft applications with good, accurate input skills
?? Self-motivated and ability to work on own initiative
?? Good communication skills
?? Flexible approach to work during high volume activity