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Morris Sinclair Recruitment

Client Service Analyst - Pensions / SIPP Administrator

Morris Sinclair Recruitment Little Canford
28,000 to 30,000
32 - 40 hour


Show Recently closed jobs

    Morris Sinclair Recruitment

    Client Service Analyst - Pensions / SIPP Administrator

    Morris Sinclair Recruitment Little Canford
    28,000 to 30,000
    32 - 40 hour
    Status Open
    Apply now

    Apply on the employer's website


    What we ask

    Education

    No minimum education required

    What we offer

    Salary
    £28,000 to £30,000
    Hours
    32 to 40 hours per week
    Employment type
    permanent

    Job description

    Client Service Analyst / SIPP Pensions Administrator - Hybrid
     
    Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels.
     
    Offered on a a hybrid basis 3 days in the office / 2 days at home.
     
    Key Responsibilities
     
    The successful candidate will manage SIPP administration processes with minimal supervision once training successfully completed.
     
    Prior SIPP experience is essential for this position.
     
    Core responsibilities include:

    End-to-end SIPP administration including establishment, transfers, contributions and benefit payments
    Processing both cash and in-specie transfers
    Managing drawdown arrangements including PCLS calculations and income payments
    Executing pension payroll functions
    Delivering accurate regulatory and client reporting
    Conducting daily banking reconciliations and processes
    Resolve pension administration queries
    Contribute to process improvement initiatives
    Provide technical input on system enhancements
    Build and maintain strong relationships with clients
    Support strategic projects as needed Required Experience & Qualities

    Proven SIPP administration experience (essential)
    Exceptional attention to detail with strong compliance awareness
    Outstanding written and verbal communication abilities
    Career focus on financial services progression
    Flexibility for occasional client site visits
    Resilience and composure in high-pressure situations
    Self-motivated with strong independent working capabilities
    Advanced organisational skills with ability to manage competing priorities
    Proficient with Microsoft Office applications
    Strong educational background, degree-level preferred
    Pension qualifications advantageous
    Salary description

    £28000.00 - £30000.00 per year

    Apply now

    Apply on the employer's website

    Apply now

    Apply on the employer's website


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