Provide administrative support to the 7IM SIPP team, on-boarding, 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

SIPP Administration

• Process and checking all SIPP client on boarding. Checking 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 in an accurate and timely manner
• Ensuring all payrolls are processed in an accurate and timely manner
• Monitoring all benefit requests and maintaining sell and withdraws via internal systems and operation teams to ensure payroll is met
• Completing AML checks for new and existing clients – including ...