Operations Executive - SIPP & Provider Admin
What will you be doing?
We’re 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 client’s 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, GCSE’s (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 we're 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.