Sipp Administrator - Bristol, United Kingdom - CleverHR

CleverHR
CleverHR
Verified Company
Bristol, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

We are delighted to be representing this client who have gained a reputation in the self-invested pension market for their professionalism, innovative approach and customer service.


Their ethos is one of achieving Total Customer Satisfaction reflected in their Gold Standard for Investors in Customers award and now due to increased numbers of new clients they are looking to expand their SIPP Administration team.


Job Description:


Our client is looking for a hardworking and professional individual with exceptional customer service skills to join their growing SIPP administration team.

You will liaise directly with external Financial Advisers and investors, setting up and managing a wide variety of investments across their range of Self Invested Personal Pension (SIPP) products.


For this position you should be able to use your strong organisational and communication skills to provide excellent customer service.

You will have experience and knowledge of master trust SIPP administration and be confident with dealing with external customers in a fast-paced environment.

Job Role

Administer a variety of SIPP processes such as calculation and payment of pension benefits, setting up new schemes and making time-critical investments through various investment and lending firms

Be the main point of contact for internal/external Financial Advisers and investors

Pension transfer processing

Preparing, archiving and retrieval of documentation

Process online banking payments for invoices, fees and investments

Usage of internal database for accurate record keeping and work management

Keep up to date with pension legislation and law

Team mailbox and work dashboard cover

Assist with project work

Undertake a variety of further administrative duties as per team requirements within strict Service Level Agreements (SLAs)

Desired Skills and Expertise

Professionalism and ability to demonstrate excellent customer service is essential

SIPP administration experience

Excellent organisational skills and high attention to detail

Experience of working to strict SLAs and deadlines while completing work to a high standard

Ability to work and think under pressure independently and as part of a team

Experience and understanding of the importance in dealing with client money

Be flexible, proactive and adaptable

Computer literacy (MS Word, Excel and Outlook)

Strong verbal and written communication skills

Excellent numeracy skills

Ability to remain calm when under pressure while maintaining quality

Strong time management skills

Ability to build rapport and relationships with clients and colleagues

Experience with handling external incoming telephone calls and dealing with internal and external clients and providers

Professional financial qualifications desirable but not essential

Experience and knowledge of financial services/FCA is desirable but not essential


Job Type:

Full-time, Permanent

37.5 hour week


Excellent benefits include:

Pension Scheme

Subsidised Private Health Care

Health Shield - Dental/Optician cover

Discounts/vouchers

Hybrid Working - 2 days in the office/3 at home
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