Sipp Administrator
SIPP Team AdministratorLondon/HybridFTC - 6 MonthsSalary circa £35,000 - £38,000PurposeProvide administrative support to the SIPP team, on-boarding, maintaining, and monitoring all administration of the SIPP operations ensuring quality service and adherence to service levels. This will involve liaising with colleagues, internal and external clients and third parties. Requirements of the firm and the regulator must always be met. ResponsibilitiesSIPP Administration Process and checking all SIPP client on boarding. Checking all documentation before final submission to ensure it complies with company and HMRC guidelines Set up and maintain client, portfolio and account data in company 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 ..... full job details .....
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