Address
Form of work
SalaryOur client works with regulated advisers to provide a range of award winning personal pensions for UK and non-UK residents. Innovative technology combined with decades of experience and talented people allows us to lead the industry in providing a powerful pension support.
Led by a team of highly experienced and technical people, we have a robust governance system. Our adherence to regulatory compliance provides advisers with the peace of mind, comfort and necessary support to help them protect their clients' interests.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile. You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines. This role involves dealing with various internal teams and departments but importantly with external entities such as financial advisers, surveyors, lenders, and solicitors on a regular basis.
Main Responsibilities:
* 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
* Share knowledge and support less experienced members of the team
* 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
- Hours of work: your hours of work will be 35 hours per week, on Mondays to Fridays inclusive. These will be worked between 9am to 5pm, including one hour for lunch (unpaid) each day
- Holiday: 25 paid holidays plus paid bank holidays
- Hybrid working: considered after successful probation; 3 days office, 2 days WFH
- Private Medical Insurance: after six months' probation
- Group Life Insurance: after six months' probation
- Pension: auto enrolled after three months
- Study Support: support for employees who want to study towards financial qualifications with either fully or part funded and paid study leave
- Social events: Company Christmas party
- Parking: Limited parking available
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
