Pensions / SIPP and SSAS Administrator

Job Title: Pensions / SIPP and SSAS Administrator

Location: Edinburgh, Hybrid Working possible

Salary: Competitive depending on experience

Job Type: Full Time, Permanent

Punter Southall SIPP are your resource for SIPP and SSAS.

We operate a full and simple Self Invested Pension Plan (SIPP) via a master trust, and we also offer professional trustee services for Small Self Administered Schemes (SSAS).

Role Overview:

To provide administration support for the SIPP and SSAS team, in a professional and team orientated manner. Punter Southall SIPP staff must adhere to the FCA’s Fair Treatment of Customers consumer outcomes and Conduct Risk requirements.

Key responsibilities & accountabilities:

• Daily completion of SIPP annual review packs
• Monthly download of SIPP investment manager valuations and conversion of files in to SIPP~Pro
• Monthly completion of SIPP and SSAS GAD reviews
• Monthly download of management information and conversion to column and line charts
• Quarter end updates of values of non-standard assets held within the SIPPs
• Monthly download of client names requiring Open Market Option initial and reminder letters
• Creating mail merges from data within SIPP~Pro for pre-prepared mailers and issuing letters generated
• Input of monthly declared gilt yield in to SIPP~Pro and SSAS~Pro
• Utilising relationships with inter-company and external professional connections, including accountants and financial advisers
• Daily creation of payments using the Bank of Scotland’s iSite and Corporate Online systems
• Liaising with regulators bodies where required, such as HMRC and The Pensions Regulator
• Dealing with day to day administration queries either via post, the telephone, or email, directly with clients or via professional connections
• Ensure that volume, SIPP~Pro and SSAS~Pro records are up to date with member details and all relevant policy information
• Follow workflow processes via Microsoft Dynamics CRM
• Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of business
• Successfully complete compulsory Anti-Money Laundering and Information Security training, plus any other mandatory compliance or regulatory training as required by the business, PSG and the regulators
• Due to the changing nature of the business, the job holder may from time to time be required to undertake other activities of a similar nature that fall within their capabilities

About you:

Client Focus

• Ability to communicate effectively and professionally with internal & external clients in a variety of mediums including in writing, face to face and verbally over the phone.
• Ability to recognise when to escalate/refer client issues/queries to line management or consultant or principal.

Attitude and Commitment

• Flexible, pro-active, willingness to co-operate and support others, showing initiative, team as well as personal commitment

Commercial Focus

• Ability to support projects/business plan as required incorporating the Fair Treatment of Customers consumer outcomes

Quality

• Produce accurate and professional client documentation on a timely basis.
• Ensure all aspects of work are carried out to the highest standards, accurate, persevering to complete task.
• Ensure all client led documentation is dispatched accurately and in a timely fashion.
• Ability to follow all procedures and working practices including, but not exclusively, Data Protection and Anti-Money Laundering regulations.

Organisation

• Ability to organise and prioritise your own workloads, ensuring activities are undertaken in accurate and timely manner.
• Assist and support the wider team to manage peaks and troughs of work loads.
• Adherence to the PSFM SIPP Limited/PSG Data Protection and Information Security policies at all times.

Training, education & qualifications

• Strong Mathematical and English skills, evidence by a minimum C grade at GCSE/3 Standard Grade.
• Ideally educated to a minimum of A Level/Higher Standard, or equivalent qualification.

Knowledge & Experience

Between 2 and 5 years of administration experience within the SIPP and SSAS industry would be preferable.

Experience of having worked within an independent trustee or investment management environment.

Skills should include:

• Excel – create spreadsheets, use of basic formulae.
• Word – create and format documents to a high standard.
• Outlook – utilisation of emails

Familiarisation of the following systems an advantage:

• Delta’s SIPP~Pro, SSAS~Pro and DMM.
• Bank of Scotland’s iSite and Corporate Online banking systems.
• Microsoft Dynamics CRM

Please Note: Only candidates with SIPP & SSAS experience will be moved to the next stage of the recruitment process

Please click on the APPLY button to be directed to the company’s recruitment page.

Candidates with experience of: Customer Service Support, Financial Services Administrator, Financial Services Support, Customer Service Advisor, Client Support, Customer Service Admin may also be considered for this role.