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SIPP Team Administrator (6 months FTC)
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SIPP Team Administrator (6 months FTC)

Seven Investment Management -
London

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Job details

Permanent
9 days ago

Qualifications

Pension
Payroll
Communication skills
Certificate in Insurance

Full job description

About The Role

Purpose

Provide administrative support to the 7IM SIPP team, on-boarding, maintaining, and monitoring all administration of 7iM SIPP operations ensuring quality service and adherence to service levels. This will involve liaising with colleagues, internal and external clients and third parties. Requirements of the firm and the regulator must always be met.

Responsibilities

SIPP Administration

Process and checking all SIPP client on boarding. Checking all documentation before final submission to ensure it complies with 7IM and HMRC guidelines
Set up and maintain client, portfolio and account data in 7IM and Pershing systems in an accurate and timely manner
Ensuring all payrolls are processed in an accurate and timely manner
Monitoring all benefit requests and maintaining sell and withdraws via internal systems and operation teams to ensure payroll is met
Completing AML checks for new and existing clients – including KYC and bank account validation checks
Process contribution payments into the SIPP and set up Direct Debits via GoCardless when required
Managing account opening, taking benefit, contribution and other documentation with third party administrator to ensure SLA is met.
Completing 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.
Efficiently and effectively answering telephone and email queries from intermediaries, escalating in a minority of cases as appropriate
Ensure compliance with industry regulation – specifically MiFID II and AEOI legislation
Liaise closely with front office and Transitions teams to ensure efficient completion of SIPP on boarding and SIPP transfers
Error and complaints handling if required
Completion of systems testing if required
Own 7IM SIPP fee processes
Update daily Management Information and any adhoc requests requested
Identify new and make changes to all SIPP procedures – draft and discuss changes where necessary for approval
Provide input into daily weekly calls with SIPP team and Third-Party administrator

Other

Provide clear and accurate reports to Line Manager relating to any data capture, missing information or management information requested
Build good and lasting relationships with clients and third parties (internal and external). Understand their motivations
Act promptly and professionally to resolve client (internal and external) and colleague enquiries or concerns
Adhere to 7IM procedures and policies
Other responsibilities as reasonably required by line manager

About You

Skills

Accuracy, thoroughness, and attention to detail
Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries.
Organisation and prioritisation skills to manage own workload to meet deadlines
Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant and have client focus insight.
Ability to see things through to their logical conclusion, think strategically and keep client focus
Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently

Knowledge

1-3 years of Pension and SIPP experience is desirable
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
Understanding and knowledge of MiFID II requirements
Knowledge of Pershing NEXUS system is an advantage
Familiarisation with Dunstan Thomas’ Imago Back Office software to be able to look up information when answering queries
Knowledge of Electronic reregistration and Origo and Altus is an advantage

Qualifications

Completion of the CII certificate in pensions administration (FA2) would be an advantage

Other relevant information

Reports to the SIPP Service Team Manager and will be working closely with the SIPP Oversight Manager.
Subscribe to 7IM’s Mission and Tenets and Treating Customers Fairly initiatives
This role works closely with others within the operations team and business, sharing the workload and responsibility so a ‘team’ attitude is needed – helping others when required
Flexible attitude to duties as training will be given in all aspects of the operations roles
Flexible attitude to working hours

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sipp administrator jobs

SIPP Team Administrator (6 months FTC)

Fees Administrator

SIPP Team Administrator (6 months FTC)

Operations Administrator – Client Admin FTC

Financial Planning Client Administrator

Client Administrator

Client Operations Analyst - Pension Operations

Financial Services Administrator

Team Leader SIPP and SSAS Administration

Payroll Specialist

Scheme Manager

Experienced Financial Services Administrator

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