SIPP & Tax Wrapper Administration Support

Reed Financial Services are representing with an award-winning Investment & Financial Planning firm with locations across Central & Southeast England. Currently hiring for a SIPP and Tax Wrapper Administration Support, paying up to £26k per annum, with the following duties and expectations:

SIPP & Tax Wrapper Administration Support

Location

Ipswich

Salary

Up to £26k per annum, based upon experience

Job Summary

We are looking for a SIPP and Tax Wrapper Administration Support to join our award-winning SIPP & Tax Wrapper Administration team, based in their Ipswich office.

Key Accountabilities

Support the SIPP & Tax Wrapper Administration team with the creation and maintenance of data for all new and existing pension clients

Support the SIPP & Tax Wrapper Administration team with the transfer in and out of SIPP accounts in a timely manner.

Responding to pension-related queries in a timely manner

Providing support to Wealth Planning and Investment Managers as necessary

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.

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

Candidate Profile

A minimum of 5 GCSE’s (or equivalent at Grade C or above including Maths and English)

Good administration skills and an eye for detail

Ability to work as part of the team and with other colleagues

Ability to work under pressure/prioritise workloads

Aware of the need to adhere to procedures and minimise errors

Contractual Hours

9.00am to 5.30pm, Monday to Friday