SIPP Operations Administrator, Client Services , SIPP Payroll , Investment Management

The Client

An established Financial Services business running Investment & Wealth Management services for clients.

The Role

The SIPP Operations Administrator will provide administrative support to the Investment SIPP team, on-boarding, maintaining, and monitoring all SIPP administration of SIPP operations ensuring quality service.

• Process and check all SIPP client onboarding. Checking all documentation before final submission to ensure it complies with guidelines.
• Set up and maintain client, portfolio, and account data in the Investment Management and Pershing systems in an accurate and timely manner.
• Complete AML checks for new and existing clients – including KYC and bank account validation checks. Process contribution payments into the client SIPP and set up Direct Debits when required. Managing SIPP client account opening, taking benefit, contribution, and other documentation with third-party administrator to ensure SLA is met.
• Complete 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 externally.
• Answer telephones and email queries from intermediaries (IFAs). Liaise closely with front office and Transitions teams to ensure efficient completion of SIPP onboarding and SIPP transfers.
• Own the Company SIPP fee processes and provide input into daily/weekly calls with SIPP team and Third-Party administrator. It is important to build good and lasting relationships with clients and third parties (internal and external).