Operations Executive - SIPP & Provider Admin

What will you be doing? 

We’re seeking a talented individual to join our team in Bracknell, which is responsible for providing administration support to the business on a wide range of activities in respect of the core providers used by Evelyn Partners.

We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career. 

As Operations Executive - SIPP & Provider Admin, your responsibilities will include among others

• Manage and process all aspects of administration on the BestSIPP Proposition
• Manage client’s cash flow with Key SIPP providers to ensure withdrawals and investments are processed accurately in a timely manner
• Managing the SIPP and Provider Administration mailboxes daily and responding to queries within the agreed SLA and checking of SIPP provider forms
• Process agency transfers for clients resulting from acquisitions and legal entity mergers
• Update the CRM system to maintain a clear audit trail
• Proactively develop and maintain effective relationships with providers and operational colleagues while adhering to regulatory standards