SIPP Administrator, Bristol (BW-1856)

We are delighted to be representing this client who have gained a reputation in the self-invested pension market for their professionalism, innovative approach and customer service.

Their ethos is one of achieving Total Customer Satisfaction reflected in their Gold Standard for Investors in Customers award and now due to increased numbers of new clients they are looking to expand their SIPP Administration team.

Job Description

Our client is looking for a hardworking and professional individual with exceptional customer service skills to join their growing SIPP administration team. You will liaise directly with external Financial Advisers and investors, setting up and managing a wide variety of investments across their range of Self Invested Personal Pension (SIPP) products.

For this position you should be able to use your strong organisational and communication skills to provide excellent customer service. You will have experience and knowledge of master trust SIPP administration and be confident with dealing with external customers in a fast-paced environment.

Job Role

• Administer a variety of SIPP processes such as calculation and payment of pension benefits, setting up new schemes and making time-critical investments through various investment and lending firms
• Be the main point of contact for internal/external Financial Advisers and investors
• Pension transfer processing
• Preparing, archiving and retrieval of documentation
• Process online banking payments for invoices, fees and investments
• Usage of internal database for accurate record keeping and work management
• Keep up to date with pension legislation and law
• Team mailbox and work dashboard cover
• Assist with project work
• Undertake a variety of further administrative duties as per team requirements within strict Service Level Agreements (SLAs)

Desired Skills and Expertise

• Professionalism and ability to demonstrate excellent customer service is essential
• SIPP administration experience
• Excellent organisational skills and high attention to detail
• Experience of working to strict SLAs and deadlines while completing work to a high standard
• Ability to work and think under pressure independently and as part of a team
• Experience and understanding of the importance in dealing with client money
• Be flexible, proactive and adaptable
• Computer literacy (MS Word, Excel and Outlook)
• Strong verbal and written communication skills
• Excellent numeracy skills
• Ability to remain calm when under pressure while maintaining quality
• Strong time management skills
• Ability to build rapport and relationships with clients and colleagues
• Experience with handling external incoming telephone calls and dealing with internal and external clients and providers
• Professional financial qualifications desirable but not essential
• Experience and knowledge of financial services/FCA is desirable but not essential

Job Type:

• Full-time, Permanent
• 37.5 hour week
• Excellent benefits include:
• Pension Scheme
• Subsidised Private Health Care
• Health Shield - Dental/Optician cover
• Discounts/vouchers
• Hybrid Working - 2 days in the office/3 at home