SIPP & Tax Wrapper Administrator

Ipswich

We require a SIPP & Tax Wrapper Administrator to join the office in Ipswich, to provide general administrative support to the SIPP & Tax Wrapper clients and any other relevant departments.

Key Accountabilities

  • Creation and maintenance of data for all new and existing pension clients
  • Transfer in and out of SIPP accounts in a timely manner
  • Maintaining Internet Banking system as necessary
  • Agreeing/checking/collecting and distributing tax reclaims for all SIPPs
  • Maintaining reviewing all direct debit collections for SIPP contributions
  • Responding to pension related queries in a timely manner
  • Creation and maintenance of all clients in drawdown
  • Providing support to Wealth/Financial Planners and Investment Managers 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

  • Ability to work as part of team and with other colleagues
  • Effective communicator both written and oral
  • Aware of the need for personal development
  • Ability to work under pressure/prioritise workloads
  • Demonstrate awareness of business development in the context of the role
  • Aware of the need to adhere to procedures and minimise errors

Contractual Hours

9.00am to 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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