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Evelyn Partners
Operations Executive SIPP & Provider AdminEvelyn Partners • Bracknell, England, UK
Operations Executive SIPP & Provider Admin

Operations Executive SIPP & Provider Admin

Evelyn Partners • Bracknell, England, UK
30+ days ago
Job type
  • Full-time
Job description

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.


Remote Work :

No


Employment Type :

Full-time


Experience: years
Vacancy: 1
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Operations Executive SIPP & Provider Admin • Bracknell, England, UK

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