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Client Service Analyst - Pensions / SIPP Administrator

Posted 4 hours 6 minutes ago by MORRIS SINCLAIR RECRUITMENT LTD

£28,000 - £34,000 Annual
Permanent
Full Time
Other
Dorset, Wimborne, United Kingdom, BH211
Job Description
  • Experienced SIPP / Pensions Administrator confident with full pensions lifecycle
  • Hybrid working - 3 days in with 2 days at home. modern offices, onsite parking
  • Growing financial services provider offering career progression.
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
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