Job description

  • Location:
  • Employee Type:
  • Department:
    IWI SIPP Dept
  • Division:
  • Employment Type:
    Full time
  • Salary:

Administrator (3988)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

An exciting opportunity has arisen in our Leeds office and we are currently looking for an Administrator to join our SIPP Administration team based in Leeds.

The team provides a dedicated administration service for the Investec Wealth & Investment SIPP.  Ensuring that clients retirement needs are fullfilled, in a professional, efficent and honest manner, within in the boundaries of the HMRC Guidelines for Registered Pension Schemes and the Regulatory Framework  of the Financial Services Regulator the Financial Conduct Authority.

What are the key responsibilities of the role?

To provide the highest standard of client service in the preparation of client communications, ensuring they are processed in an accurate, compliant and efficient manner.

  • Cradle to Grave SIPP Administration, including but not limited to new business, transfers in/out, contributions & death cases.
  • Input and maintain accurate data records
  • Deal professionally with internal and external queries
  • Calculation of pension benefits
  • Accurate preparation of documents
  • Checking documents
  • Assisting where required with project work and system matters.
  • Maintain awareness and understanding of evolving industry matters.
  • Liaise with team members, other departments and clients as required
  • Undertake other duties as specified by line manager and / or senior management

What are the core skills and knowledge for the role?

  • Previous financial services administration experience, within the SIPP / Pensions Sector would be preferable
  • Experience of dealing with HNW Clients and Advisers
  • Highly Numerate
  • Good organisational and time management skills
  • Good communication skills to all levels
  • Good attention to detail

What Qualifications are required for the role?

  • Studying towards CII Certificate in Financial Planning

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3 Wellington Place, Leeds, United Kingdom, LS1 4AP

Meet the recruiter

Darryl Kinder

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance