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SIPP Administrator

mbf.
Job LocationCity of London
EducationNot Mentioned
Salary£35,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Our client, a leading investment management firm, is currently seeking to recruit for a SIPP Administrator to join their London office. This is an exciting opportunity to work with a highly renowned organisation in the investment management sector.As a SIPP Administrator, you will play a vital role in providing administrative support to the SIPP team, on-boarding, maintaining, and monitoring all administration of the companies SIPP operations ensuring quality service and adherence to service levels.To excel in this position, you should have 2+ years SIPP Administration experience.Responsibilities:

  • Process and checking all SIPP client on boarding. Checking all documentation before final submission to ensure it complies with the firm and HMRC guidelines.
  • Set up and maintain client, portfolio and account data in the firms 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.
  • Process contribution payments into the SIPP and set up Direct Debits via GoCardless when required.
  • Managing account opening, taking benefit, contribution and other documentation with third party administrator to ensure SLA is met.
  • Completing daily reconciliations and supporting reconciliation of all SIPP bank accounts.
  • Issuing all correspondence produced by third party administrator to clients.
  • Responding to all client queries internally and externally.
In return, the company offers an attractive package including:
  • Competitive basic salary ranging from £35,000 to £40,000
  • Bonus scheme.
  • Private Health Insurance (PHI).
  • Disability Insurance (DIS).
  • Income Protection.
  • Pension plan with a contribution of 6% or 8% from the employer and 2% from the employee.
  • 25 days of annual leave.
Our client offers excellent opportunities for career progression.

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