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At Punter Southall SIPP our aim is to maintain a high-quality administration service both in the Pension Accumulation and Decumulation phases, delivering exceptional service and support to our clients. We are looking for an experienced and detail orientated SIPP and SSAS Support Administrator to join our team. What does a SIPP and SSAS Support Administrator do? You will be responsible for setting up new business applications, preparing important correspondence for all our clients. You will also maintain up-to-date electronic records, ensuring everything runs smoothly and efficiently. Your attention to detail will be crucial in managing bank balance reconciliations, creating invoices, handling payroll, and ensuring compliance with VAT and tax relief processes. By building strong relationships with partners and coordinating with regulatory bodies, you will play an integral role in our mission.
Job Responsibility:
Opening the post and distribution to team members based in the Edinburgh office
Print, copy and post documents for team members based in the Edinburgh office
Answer team calls and redirect to team members/take messages for call backs accordingly
Set up new business applications, to include opening bank accounts via the iSite platform, Platinum data inputting, sending transfer forms to other providers
Complete and issue Wake Up and Investment Pathway letters
Complete and issue SIPP review packs, including drawdown quotes
Complete SIPP and SSAS GAD reviews
Create mail merges from data within Platinum for pre-prepared mailers
issue letters generated
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 Banking Online systems
Liaising with regulators bodies where required, such as HMRC and The Pensions Regulator
Ensure that the electronic filing and Platinum records are up to date with member details and all relevant policy information
Follow workflow processes via SharePoint
Requirements:
Strong administration experience from within the financial services sector would be preferable
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
Nice to have:
Familiarisation of the following systems an advantage: Delta’s Platinum and Report~Pro systems
Bank of Scotland’s iSite and Corporate Banking Online platforms
Microsoft SharePoint
volume by Watermark Technologies
What we offer:
Private Medical Insurance with rewards for yourself with discounted rates for your family members
Competitive Company Pension Scheme
Access to several employee discounted schemes to suit your lifestyle including but not limited to: Private dental insurance
Electric Vehicle Salary Sacrifice Scheme
Cycle to Work scheme
Comprehensive Europe and Worldwide Travel Insurance