SIPP Technical Specialist

SIPP Technical Specialist

Permanent

London/Hybrid

Salary Competitive

PURPOSE:

This role within Operations is responsible for providing technical support to the SIPP Service Team, reporting into the SIPP Service Team Manager. This will specifically focus on delivering a high level of service standards by meeting all the expected regulatory standards of the regulators.

This role is expected to build positive and lasting relationships between the companies departments, its clients and our outsourecd administration partner.

RESPONSIBILITIES:

Oversight

Production of daily / weekly / monthly reporting to measure volumes and productivity

Measure, monitor and report on the effectiveness of all SIPP operational processes and procedures internally and with the outsourced administration partner

Regular visits to outsourced administration partner to undertake oversight, training, development and relationship building

Provide a comprehensive monthly reporting pack for the SIPP Trustee & Governance Committee

Ensure that all regulatory reporting is completed on time and to a high standard

Manage, monitor and report SIPP operational risks appropriately on a regular basis, minimising reputational damage and costs

SIPP Administration

Create and maintain procedures to ensure we operate in a compliant and efficient manner

Provide SIPP Administration cover to the team, especially during busy periods

Assist reconciliation team and outsourced administration partner with rec breaks and queries

Provide specialist knowledge, support and training to operational and client facing teams

Identify new / changes to procedures - draft and discuss changes where necessary for approval

Participate in any projects and relevant business initiatives

Act as point of contact for external advisers on complex SIPP queries

Regulatory

Ensure that all regulatory reporting is completed on time and to a high standard

Remain knowledgeable of market and industry trends and all aspects of the SIPP market

Provide understanding of all key SIPP regulatory responsibilities to the rest of the business and ensuring that all new regulations are implemented in a timely fashion.

Other

Drive forward SIPP process improvements and change to ensure operational efficiencies

Participate in any projects and relevant business initiatives

Build good and lasting relationships with clients (internal and external) and understand their motivations

Act promptly and professionally to resolve client (internal and external) and colleague enquiries or concerns

Adhere to procedures and policies ensuring they are reviewed and signed off on an annual basis

KNOWLEDGE:

Knowledge of the UK Platform market

Proven experience in SIPP administration at an advanced level

Strong knowledge of client account records, including AML client ID guidelines

Understanding and knowledge of MiFID II requirements and internal policies

Knowledge of Pershing systems is an advantage

Familiarisation with Dunstan Thomas' Imago Back Office software desirable