SIPP Administrators (6 & 12 Months FTC)

ASCENTRIC

SIPP ADMINISTRATOR

£18,000 - 24,000 PRO RATA

As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Financial Advisers to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their Financial Advisor.

Our goal is to be the independent wrap platform of choice. We strive to achieve this by constantly listening to our clients, by focusing on service delivery and by constantly improving the breadth and depth of our platform proposition.

We are now looking to for a number of SIPP Administrators to join our growing team in Bath on an initial 6 or 12 months Fixed Term Contract. The purpose of this role is to provide a compliant administrative service to customers of the business.

RESPONSIBILITIES:

- Handling customer and adviser enquiries in a professional and conscientious manner, demonstrating high levels of accuracy and customer service at all times
- Maintaining high quality customer records and administering all transactions in a timely manner, putting the customer at the heart of all work
- Undertaking all aspects of administration required to support SIPP accounts, from processing new business, transfers and contributions, ongoing servicing, client reporting and administering pension claims
- Adhering to internal procedures, controls and regulatory requirements at all times
- Working in a flexible, co-operative manner with team members to deliver high quality service and exceeding internal and external service targets wherever possible
- Working in collaborative manner with peers and team leaders to develop full competence in role, with a willingness to learn new processes and receptive to feedback

EXPERIENCE/QUALIFICATIONS:

- Previous experience within Financial Services Administration - SIPP or pensions administration experience would be an advantage but necessary
- Exceptional written and verbal communication skills are essential
- Good planning and organisational skills