SIPP & Tax Wrapper Administrator


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.
Before applying for any of our vacancies, please ensure that you have read and understood our Privacy Information Notice for Candidates. By submitting your CV and cover letter you confirm that you are happy for Killik & Co to process your personal information for the purpose of reviewing your job application.