Job description

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  • Location:
    Leeds
  • Employee Type:
    Permanent
  • Department:
    IWI SIPP Team
  • Division:
    IWI Operations
  • Employment Type:
    Full time
  • Salary:
    Competitive

SIPP administrator (New Business) (5091)

We're one of the UK's leading investment management companies, with responsibility for over £40 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 over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Team Description

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.

Description of role and key responsibilities

Overview of the role – to provide the highest standard of client service, ensuring that clients SIPP schemes are administered and 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

Any other attributes that would be helpful, but not essential for the role

  • Do you have previous financial services administration experience, within the SIPP / Pensions Sector?
  • Any experience of dealing with HNW Clients and Advisers?
  • Are you numerate?
  • Do you have good organisational and time management skills?
  • Good communication skills to all levels?
  • Good attention to detail?

If this sounds like you, then please apply!


 
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Location
Leeds
3 Wellington Place, Leeds, United Kingdom, LS1 4AP
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Meet the recruiter

Boipelo Tabane

linkedin.com/in/boipelo-t-a01067b8

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Benefits

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