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Pensions Administrator x 2

Job description

My client is currently looking for two SIPP Administrators to join their team in Manchester.

The role:

  • Process SIPP transfer out requests
  • Process new business applications through to completion
  • Complete transfers in and investment applications
  • Process PCLS payments for clients in retirement
  • Process regular and ad-hoc payments for clients in retirements
  • Administer a whole life cycle of a SIPP from transfers to retirements
  • Perform necessary technical calculations
  • Process investment withdrawals for one off and regular payments on time for payments to the members on time
  • Process member benefit payroll and use Sage Payroll to calculate tax
  • Use HMRC online services to process income tax
  • Have timely communication with the Advisers and members to notify them of any issues with the member's request
  • Ensure all requests are tracked till completion
  • Being involved in projects within the administration department
  • Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties
  • Build relationships with our Advisers and clients and deliver exceptional communication and service
  • Ensuring full compliance with the service level agreements
  • Improve and/or maintain quality assurance across all areas of your work
  • Embed risk management in all aspects of your work
  • Ability to resolve complaints effectively

Skills needed:

  • Strong SIPP knowledge and experience
  • Contribute effectively to our wider business success within the group
  • Strong attention to detail and the ability to perform under pressure
  • Excellent organisational and multi-tasking skills
  • Excellent numerical and customer services skills
  • Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
  • Be able to understand investment transactions including identifying non-standard investments
  • Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
  • Be able to understand investment transactions including identifying non-standard investments
  • Proficient with Microsoft Office, in particular Excel

The company offers good benefits and hybrid working.






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