SIPP Administrator
Job Description
Job title: SIPP Administrator
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Ditch KPIs and Make More Money!!
Too many recruitment agencies still rely on outdated KPIs and cultures of micromanagement. Download our guide to find out how to Ditch KPIs, all while maxing your earnings.
SIPP Administrator
Job details Posted 11 January 2024 Salary£25000.00 – £28000.00 per annum LocationManchester Job type Discipline Expiry 20 April 2024 Reference40906_1704969020
Consultant
Business Manager
SIPP Administrator
Job description
My client is currently looking for two SIPP Administrators to join their team in Manchester.
THE ROLE:
- Process SIPP transfer out requests
- Process new business applications through to completion
- Complete transfers in and investment applications
- Process PCLS payments for clients in retirement
- Process regular and ad-hoc payments for clients in retirements
- Administer a whole life cycle of a SIPP from transfers to retirements
- Perform necessary technical calculations
- Process investment withdrawals for one off and regular payments on time for payments to the members on time
- Process member benefit payroll and use Sage Payroll to calculate tax
- Use HMRC online services to process income tax
- Have timely communication with the advisers and members to notify them of any issues with the member’s request
- Ensure all requests are tracked till completion
- Being involved in projects within the administration department
- Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties
- Build relationships with our advisers and clients and deliver exceptional communication and service
- Ensuring full compliance with the Service Level Agreements
- Improve and/or maintain Quality Assurance across all areas of your work
- Embed risk management in all aspects of your work
- Ability to resolve complaints effectively
SKILLS NEEDED:
- Strong SIPP knowledge and experience
- Contribute effectively to our wider business success within the group
- Strong attention to detail and the ability to perform under pressure
- Excellent organisational and multi-tasking skills
- Excellent numerical and customer services skills
- Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
- Be able to understand investment transactions including identifying non-standard investments
- Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
- Be able to understand investment transactions including identifying non-standard investments
- Proficient with Microsoft Office, in particular Excel
The company offers good benefits and hybrid working.
For more information please contact Graeme Hyland on 07896 933622 or email
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Expected salary: £28000 per year
Location: Edinburgh
Job date: Sat, 13 Jan 2024 05:57:55 GMT
Apply for the job now!
