SIPP Administrator

MB Fitzgerald
London (Central)
10 Feb 2018
15 Feb 2018
Contract Type
Full Time

I'm currently recruiting for a SIPP Administrator to join a leading name within Investment Pensions. My client is proven to be one of the most rewarding employers, by offering full exam support, inclusive of study days, structured career development from Administration to Consulting and a 1st class benefits package. In addition to genuine progression within the Investment Pensions remit, should you be interested, you can progress into the Financial Planning or Investment Management arms of the business.

Your duties as a SIPP Administrator will include:

  • Compiling and sending out annual renewals
  • Effecting a notice of client's change of address
  • Acknowledging and reporting any complaints
  • Issuing SIPP documentation to new clients & setting up any new SIPPs
  • Administration of client's divorce and pension sharing orders
  • Dealing with the demise of any client
  • Generating illustrations on request
  • Compiling meeting documents on request
  • Ensuring any protection is recorded
  • Completing any one-off projects
  • Raising and paying any invoices
  • Assisting with the maintenance and development of the SIPP procedures and documents
  • Providing a professional yet personal approach to all clients including using initiative in correspondence in as many documents which are client specific
  • Liaising with the client and their professional advisors, internal and external.
  • Resolving other queries in relation to the SIPP received from advisers or clients

On offer will be an initial salary will be up to £30,000 + Exceptional Benefits + Generous Discretionary Bonus.

Benefits include:

  • 26 days' holiday per annum
  • Six monthly discretionary bonus scheme (applicable after probationary period has been completed)
  • 5% Partnership pension contributions (employee contributions in line with auto-enrolment requirements)
  • Non-contributory death in service benefit (4 x salary)
  • Non-contributory permanent health insurance
  • Sponsorship of professional qualifications related to the role
  • Childcare vouchers (salary sacrifice scheme)
  • Entitlement to join Company SIPP
  • Corporate gym membership at Fitness First
  • Flu vaccination vouchers
  • Ride 2 Work scheme (salary sacrifice scheme)
  • Staff Investment Portfolios available to be held by employees

Similar jobs

Similar jobs