Operations Executive - SIPP, Pensions & Provider Admin

Job Description

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, Pensions & 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
• 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.