SIPP Manager

Your new company
Hays has partnered with a financial organisation in Central Bristol.
Your new role
The organisation are looking for a SIPP Manager on a temporary to permanent basis. Pay for the role is £30 p/h. Hours of work are Monday to Friday, 09:00-17:00, 35 hours a week. Main duties of the role include:

• Managing and supervising the SIPP administration team
• Logging and allocating daily post to team members via the work log on SIPP Pro, and managing the teams workflow.
• Management of the SIPP team to ensure procedures are followed for each item of post and reporting non-compliance to the Administration Manager
• Dealing with all aspects of SIPP administration, including new business , illustration requests, Investments, retirements, transfers in, transfers out and deaths.
• Dealing with communications to and from clients and intermediaries whether in writing, by email or over the phone.
• Overseeing and carrying out annual SIPP reviews within timescales to ensure that the scheme accounts are issued within 6 weeks of the scheme year end.
• Ensuring SIPP team adhere to service standards & reporting any failings to the Administration Manager.
• Dealing with payments from scheme accounts using the Bankline system and ensuring that all payments comply with the company Client Money policy.
• Monitoring team workloads and performance and reporting findings monthly to the Administration Manager.
• To identify and highlight areas requiring improvement and assist in the preparation of processes and procedures.
• Ensuring that the SIPP team keep the SIPP Pro database up to date with current information and reporting any non-compliance to the administration manager.

What you\'ll need to succeed

• Excellent communication, interpersonal and listening skills
• The ability to encourage and oversee high quality teamwork
• Time management skills
• The ability to make decisions and solve problems under pressure
• Proving and encouraging a high level of service to clients
• Working with sensitive data
• Customer service skills
• Self-motivation and organisation
• A good level of numeracy and IT skills
• A target-driven mind-set

What you need to do now
If you\'re interested in this role, click \'apply now\' to forward an up-to-date copy of your CV, or call us now.
If this job isn\'t quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

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