Self-Invested Administration Officer
HybridBasingstoke, England, United Kingdom
Basingstoke, England, United KingdomHybridFull TimeLarge
Full TimeLarge
Job Summary
Administer requests from customers and advisers on Self-Invested products, including General Servicing & Money Out transactions, while supporting advisers and bereaved family members throughout the bereavement process. Complete daily allocated tasks to meet agreed productivity levels, ensuring consistent quality auditing standards and process accreditation. Process and authorize financial transactions in adherence to IFC, CASS, and SYSC rules, providing SIPP Administration Team cover as required. Identify process improvements to enhance customer experience and drive cost savings.
Required Qualifications
- Excellent customer service skills
- Strong attention to detail
- Ability to manage your own time and deliver to deadline
- Ability to innovate and suggest improvements
- Knowledge of IFC, CASS and SYSC rules for both processing and authorising
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