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SIPP Administrator

Posted 16 May by Meraki Talent Limited Easy Apply Featured Ended

SIPP Administrator



Competitive Salary

Meraki Talent are currently recruiting on behalf of a leading investments company in Edinburgh, this is a tremendous opportunity for someone who has knowledge of SIPP and is looking to get into Financial Services.

Responsibilities of the SIPP Administrator:

  • Dealing with incoming requests received from advisors viamail and administering these requests on client SIPP accounts.
  • Liaising with clients and advisors viamail, telephone and email correspondence about their requests and accounts.
  • Processing changes on the system/client account ensuring high levels of accuracy.
  • Working through allocated case loadand prioritising this on a dailybasis to support the team with achieving efficiencies
  • Supporting wider business and teams with any day to day queries with regards to SIPP accounts.
  • Supporting the SeniorSIPP administrators with anyother ad hoc requests.
  • Ensuring company policies and procedures are adhered to in line with companyand regulatory standards and escalating issues where necessary.

Experience of the SIPP administrator:

  • Experience of SIPP processing is beneficial
  • Experience of LTA calculations is beneficial
  • Experience of working with pensions is essential
  • Working within a client facing role within Financial Services is essential

Sarah Hutchinson wants: SIPP, financial services, pensions

Required skills

  • Administering
  • Financial Services
  • Investments
  • Pensions
  • SIPP

Reference: 35154739

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