Purpose of function:
The ISA/SIPP Administrator will be responsible for the day to day receipt, verification and processing of applications. They will also be responsible for the completion and submission of relevant returns. In addition they are responsible for the production and maintenance of support records and the identification and resolution of issues in a timely manner.
Key Accountabilities:
Receipt, verification and processing of ISA applications
Receipt, verification and processing of SIPP applications
Timely set up of Client Accounts
Banking of funds
Completion and lodgement of ISA10’s
Completion and lodgement of ISA14’s
Completion and lodgement of ISA25’s
Ensuring Stock eligibility
Timely and accurate production and maintenance of records
Effective liaison with Client Exec’s
Identification and resolution of issues
Training new ISA/SIPP staff
Internal Projects
Skills/Competencies required
The role of ISA/SIPP Administrator requires the following skills:-
Ability to assess and interpret information to validate applications
Ability to constructively challenge and interrogate figures
Analytical and problem solving skills
Communication skills
PC literate
Ability to work independently and as part of a team
Flexibility
Ability to work under pressure to meet deadlines
Decision making
Attention to detail
Personal development
Knowledge of ISA/SIPP administration
Industry experience
Educated to ‘GCSE’ level standard or equivalent
Good literacy and numeracy skills
The role of ISA/SIPP Administrator requires the following competencies:-
Qualifications/Experience:
Knowledge of ISA/SIPP administration
Industry experience
Educated to ‘GCSE’ level standard or equivalent
Good literacy and numeracy skills
Benefits:
Competitive
