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Job Reference:
0d9703c32af5
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4
Posted:
11.03.2025
Expiry Date:
25.04.2025
Job Description:
We are looking for a talented individual to join our SIPP & Provider Administration team in Bracknell. In your role, you will perform daily managerial duties associated with SIPP and Provider Administration requirements, supporting the Head of SIPP & Administration Provider. The role holder will manage a team of 5-6 direct reports while also performing all activities within the team.
This is a great role, which will offer you the opportunity to deal with clients, external advisers, pension providers, and be involved in relationship management calls.
Responsibilities
* Taking action to rectify errors or omissions and ensuring that any anomalies are escalated in a timely fashion.
* Providing technical advice to assist in resolving complex issues or queries which arise within the team.
* Supporting the Department Director in ensuring that systems, processes, and controls are in place and fit for purpose.
* Supporting Senior Management in ensuring that team procedures are documented, periodically reviewed, and updated.
* Working with the Department Director to review business initiatives, policies, and products from an operational perspective to ensure they are fully supportable.
* Ensuring that all dealings with internal/external clients are conducted professionally and that requests are dealt with in a timely and effective manner.
* Completing regular assessments of individuals and providing feedback on their performance and behaviours, recognising strengths and areas for development, and providing appropriate training, coaching, and support.
Qualifications
To be successful in this role, you should
* Have relevant professional qualification(s) required: CII Certificate in Pensions Administration (RO1 and FA2).
* Possess significant pensions experience gained within financial services or an outsourced provider.
* Have demonstrable and practical knowledge of the regulatory environment relating to SIPPs.
* Have experience managing a team and its individual members, including delivering effective appraisals and performance management.
* Have experience of delegating and reviewing work (advantageous but not essential).
* Demonstrate ability to understand and summarise complex information in a professional and concise manner.
* Exhibit strong interpersonal skills, with the ability to communicate well both written and verbally to senior audiences.
Desired
* Experience in pensions benefits would be advantageous.
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 dependent)
* 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 your needs throughout the application process. Please let your Recruiter know.
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