Overview

SIPP Administrator Jobs in Leicester – England at Clever-HR

Title: SIPP Administrator

Company: Clever-HR

Location: Leicester – England

Type: Full Time

Category: Finance, Administrative/Clerical

Our client is a well-established Financial Services business with an excellent reputation across the Midlands. In business since the 1980’s, the company has grown significantly throughout this period and continues to provide their clients with unrivalled support and expertise. The business is now responsible for more than £600 million in assets and is looking for a new SIPP Administrator to join them.

Purpose of the Role Assist with carrying out the day-to-day administration of a portfolio of SIPPs, whilst supporting your colleagues within the team as required.

Provide a quality of service to both clients and their advisers working within agreed Key Performance Indicators and to internal service standards. Key

Accountabilities

and

ResponsibilitiesAdministration of a portfolio of SIPPsWork closely with the SIPP Team Leader, Management and Financial Consultants to deliver the highest possible standard of service to clients and their advisers

Ensure that all relevant work received is recorded in the SIPP Pro Worklog using the appropriate task types. Update the system using appropriate notes to reflect the work undertaken and when the task is complete update accordingly

Process contributions and transfers into existing SIPPsMonitor SIPP bank accounts to ensure that funds are invested when necessary and that sufficient cash is retained to pay fees, adviser remuneration and income payments

Process new investments as required ensuring that they are approved and permitted investments

Arrange surrenders of investments where appropriate

Assist team members to undertake property and land purchases and sales in accordance with internal procedures and guidelines

Ensuring that rent reviews, lease expiries and insurance renewals are dealt with in a timely manner

Prepare drawdown calculations in accordance with internal procedures and guidelines

Prepare SIPP asset valuations

Administer a small scheme allocation with guidance to aid progression

Attend regular team meetings and contribute feedback and ideas for improvement of service

Ensure that tasks personally allocated on the SIPP Pro Worklog are monitored and updated About You

You willhave some experience of SIPP administration and demonstrate the following core competencies:  Desire to improve skills and knowledge of the industry

Good personal organisational skills with the ability to prioritise their own workload

Proactive, enthusiastic and driven approach

Analytical with good attention to detail

Works well under pressure

Ability towork to prescribed deadlines

Clear concise communication skills at all levels

A positive attitude to client care

About Clever-HR