SIPP Administrator
We are privileged to be working within a highly respected Investment Management organisation who proud themselves in focussing on client/customer relationships with the ethos being to help individuals with investment and financial planning and provide technology to make things simple and clear.Based in the heart of the City and due to ongoing developments, they are now seeking a SIPP Administrator to join them on an initial 6-month fixed term contract, with responsibility:Providing administrative support to their SIPP team including on-boarding, maintaining, and monitoring all administration of the SIPP operations, whilst ensuring quality service and adherence to service levels. Processing all SIPP client on boarding, to include checking all documentation before final submission to ensure it complies with company and HMRC guidelines.Setting up and maintain client, portfolio and account data in internal and Pershing systems in an accurate and timely manner.Ensuring all payrolls are processed in an accurate and timely mannerMonitoring all benefit requests and maintaining sell and withdraws via internal systems and operation teams to ensure payroll is metCompleting AML checks for new and existing clients including KYC and bank account validation checks Liaising closely with front office and Transitions teams to ensure efficient completion of SIPP on boarding and SIPP transfersPossessing proven experience in the administration of SIPPS (any payroll processing experience would be ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!