SIPP & Tax Wrapper Admin Support


We require an individual to join as SIPP & Tax Wrapper Admin Support, providing administrative support to the SIPP & Tax Wrapper department and other departments as necessary. In addition to this the successful individual will complete a Business Administration apprenticeship.

Key Accountabilities

  • Support the SIPP & Tax Wrapper team with the creation and maintenance of data for all new and existing pension clients;
  • Support the SIPP & Tax Wrapper team with the transfer in and out of Pension accounts in a timely manner;
  • Responding to pension related queries in a timely manner; and
  • Providing support to Wealth Planning and Investment Management departments as necessary.

Competencies / Skillset

  • Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
  • Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
  • Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
  • Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
  • Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

Qualifications / Experience Required

  • A good standard of English and Maths at GCSE level (or equivalent)
  • Good administration skills
  • Keen eye for detail
  • Great communication skills
  • Enthusiasm to learn
  • Ability to work as part of a team

Contractual Hours

9.00am – 5.30pm, Monday to Friday

Get In Touch

Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
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