Main responsibilities include;
To complete administrative tasks in accordance with agreed SLA’s
Processing of tasks in accordance with agreed Procedures
Own portfolio of key cases (member or property)
Completion of Peer Checking of work/checklists
Processing of New Sipp Applications
Investments
Disinvestments
Transfers Out
PCLS
Income
Annual Reviews
Member Packs
Paying scheme fees
Contributions
Continuous Improvement by participation in Quality, Compliance, Procedural reviews, or projects
Customer Relationship Development with IFA’s and other key relationships, e.g solicitors, surveyors, banks, investment companies etc. by phone and email.
Experience required;
Sound working knowledge of the process and procedures used within Operations.
Working knowledge of systems used within Operations including Sipp-pro, DMM, Virtual Cabinet, Imago,
Working knowledge of MS packages including excel, word and powerpoint.
Experienced Administrator with technical skills.
Able to act as a mentor to new staff.
Able to effectively participate in process improvements.
You should be a confident, credible person with good technical skills in key specialist areas, customer focussed and committed to providing a top quality administration service to clients.
You should have the ability to engage with all levels of business, both internally and externally.
To find out more please send your cv to Linda Currie.
Pertemps acts as both an employment business and an employment agency
Salary description
£28000.00 - £30000.00 per year