SIPP Team Administrator (6 months FTC)

Purpose

Provide administrative support to the 7IM SIPP team, onboarding, maintaining, and monitoring all administration of 7iM SIPP operations ensuring quality service and adherence to service levels. This will involve liaising with colleagues, internal and external clients and third parties. Requirements of the firm and the regulator must always be met.

Responsibilities

• Process and check all SIPP client onboarding. Check all documentation before final submission to ensure it complies with 7IM and HMRC guidelines
• Set up and maintain client, portfolio and account data in 7IM and Pershing systems accurately and timely
• Ensure all payrolls are processed accurately and timely
• Monitor all benefit requests and maintain sell and withdrawals via internal systems and operation teams to ensure payroll is met
• Complete AML checks for new and existing clients – including KYC and bank account validation checks
• P...