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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
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.
