We are privileged to be working within a highly respected Investment Management organisation who proud themselves in focussing on client/customer relationships with the ethos being to help individuals with investment and financial planning and provide technology to make things simple and clear.
Based in the heart of the City and due to ongoing developments, they are now seeking a SIPP Administrator to join them on an initial 6-month fixed term contract, with responsibility:
*Providing administrative support to their SIPP team including on-boarding, maintaining, and monitoring all administration of the SIPP operations, whilst ensuring quality service and adherence to service levels.
*Processing all SIPP client on boarding, to include checking all documentation before final submission to ensure it complies with company and HMRC guidelines.
*Setting up and maintain client, portfolio and account data in internal and Pershing systems in an accurate and timely manner.
*Ensuring all payrolls are processed in an accurate and timely manner
*Monitoring all benefit requests and maintaining sell and withdraws via internal systems and operation teams to ensure payroll is met
*Completing AML checks for new and existing clients including KYC and bank account validation checks
*Liaising closely with front office and Transitions teams to ensure efficient completion of SIPP on boarding and SIPP transfers
Possessing proven experience in the administration of SIPPS (any payroll processing experience would be beneficial), as well as knowledge of client account records, including AML client ID guidelines and a understanding and knowledge of MiFID II requirements
Additionally, the client is seeking someone with accuracy, organisation, thoroughness, and attention to detail, coupled with an excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries.
The role is offered on a hybrid working pattern (2-days in the office) together with ongoing training and development and a highly attractive remuneration package.


Further details are available.