Sipp Administrator

Alliance Trust Savings Limited
05 Dec 2017
11 Jan 2018
Contract Type
Full Time
Here at Alliance Trust Savings we are actively recruiting for a SIPP Administrator to join our Edinburgh Office. Our Self Invested Personal Pension (SIPP) proposition is a key strategic priority for ATS and as a result we are expanding our operational team in order to support our ambitions. The ATS SIPP is a platform-based product which offers access to equities and funds available directly on our investment platform. This role focuses on administering our ATS clients’ SIPPs, as instructed by the advisers and clients, ensuring that a high level of customer service is provided. The Role Key responsibilities: Dealing directly with adviser and client instructions relating to all SIPP related requests Arranging for all payments out of SIPP includingtax-free cash, drawdown and UFPLS Using the ATS systems and platform to carry out requests, ensuring a high level of accuracy. Working through allocated case load and prioritising this on a daily basis to support the team with achieving efficiencies. Supporting the wider business with any SIPP queries Supporting the Team Manager and Senior administrators Ensuring company policies and procedures are adhered to in line with company and regulatory standards and escalating issues where necessary. Key skills/knowledge: A positive attitude with a client centric approach Contact with advisers and clients will be via email, mail and telephone, so good communication skills are key Experience of pension administration in some capacity is crucial, however this does not need to relate to SIPP Knowledge of the crystallisation process and LTA calculations is desirable, but not essential Experience in process improvement would be beneficial In addition, you should be able to work well using your own initiative or as part of a team Full training will be provided on the product, relevant systems and processes. To Apply If you want to work for a business that is going through an exciting period of growth and change; offer a competitive package with modern and centrally located offices, then please refer to the application instructions below