SIPP Administrator
My client is currently looking for two SIPP Administrators to join their team in Edinburgh.The Role:Process SIPP transfer out requestsProcess new business applications through to completionComplete transfers in and investment applicationsProcess PCLS payments for clients in retirementProcess regular and ad-hoc payments for clients in retirementsAdminister a whole life cycle of a SIPP from transfers to retirementsPerform necessary technical calculationsProcess investment withdrawals for one off and regular payments on time for payments to the members on timeProcess member benefit payroll and use Sage Payroll to calculate taxUse HMRC online services to process income taxHave timely communication with the Advisers and members to notify them of any issues with the member''s requestEnsure all requests are tracked till completionBeing involved in projects within the administration departmentOther than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of propertiesBuild relationships with our Advisers and clients and deliver exceptional communication and serviceEnsuring full compliance with the service level agreementsImprove and/or maintain quality assurance across all areas of your workEmbed risk management in all aspects of your workAbility to resolve complaints effectivelySkills Needed:Strong SIPP knowledge and experienceContribute effectively to our wider business success within the groupStrong attention to ..... full job details .....
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