Client Service Analyst - Pensions / SIPP Administrator
- 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.
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
- 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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