Senior SIPP and Tax Wrapper Administrator

Reed Financial Services are representing with an award-winning Investment & Financial Planning firm with locations across Central & Southeast England. Currently hiring for a Senior SIPP and Tax Wrapper Administrator, paying up to £28k per annum, with the following duties and expectations:

Key Accountabilities:

The creation and maintenance of data for all new and existing SIPP clients

Transfers in and out of SIPP accounts in a timely manner

Maintaining the internet banking system as necessary

The creation and maintenance of all clients in drawdown including the payment of client's SIPP income

Authorise journals and quality check Administrator's output

Respond to Tax Wrapper related queries in a timely manner

Providing support to the Wealth Planning and Investment Management business areas on all aspects of Tax Wrapper administration

Deal with some of the more complicated Tax Wrapper transfer cases to ensure they are correctly processed.

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; and

Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

Candidate Profile:

Previous office experience

Previous payroll experience

Previous experience of pensions administration

Any Pension-related professional qualifications are advantageous e.g. Award in Financial Administration or Certificate in Financial Services

Will possess a client focus and concern for quality

Will be an effective communicator

Will have the ability to work under pressure and prioritise workload

A diligent worker with a high level of attention to detail

If interested, please apply below.