Operations Executive SIPP & Provider Admin
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Job Location:
Monthly Salary:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
What will you be doing
Were seeking a talented individual to join our team in Bracknell which is responsible for providing administration support to the business on a wide range of activities in respect of the core providers used by Evelyn Partners.
We offer hybrid working a positive working environment you can thrive in and opportunities to further develop your career.
As Operations Executive - SIPP & Provider Admin your responsibilities will include among others
- Manage and process all aspects of administration on the BestSIPP Proposition
- Manage clients cash flow with Key SIPP providers to ensure withdrawals and investments are processed accurately in a timely manner
- Managing the SIPP and Provider Administration mailboxes daily and responding to queries within the agreed SLA and checking of SIPP provider forms
- Process agency transfers for clients resulting from acquisitions and legal entity mergers
- Update the CRM system to maintain a clear audit trail
- Proactively develop and maintain effective relationships with providers and operational colleagues while adhering to regulatory standards
Qualifications :
To be successful in this role you should:
- Previous operational experience within the financial services industry
- Previous pensions experience highly desirable
- Proficient IT skills in core Microsoft Office systems and highly proficient using Excel
- Organisation and prioritisation skills being able to work independently and within a team
- Excellent verbal and written communication skills with an eye for detail
- Experience with 3rd Party providers portals and functionality
Desired:
- Have a desire to further development and to undertake relevant examinations.
- Certificate in Financial Administration (CF1) or equivalent
- For candidates with no relevant experience GCSEs (or equivalent) at level C or higher in relevant subject
- Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business
- Clerical
- Account Payable
- Administrative Skills
- Time Management
- Data Entry
- office supplies
- Accounting
- Project Management
- Administration Office
- Management skills
- Account Receivable
- Administrative Operations
- Problem Solving Skills
- Statistics
About Company
Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trus ... View more
