We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment (IW&I) seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

The Role: SIPP Administrator

Purpose of the Role:

Provides a dedicated administration service for the Investec Wealth & Investment SIPP. They ensure that clients' retirement needs are fulfilled professionally, efficiently, and honestly within the boundaries of the HMRC Guidelines for Registered Pension Schemes and the Regulatory Framework of the Financial Services Regulator the Financial Conduct Authority.

Key responsibilities of the role:

Overview of the role – to provide the highest standard of client service, ensuring that clients' SIPP schemes are administered and processed accurately, compliant and efficiently.

Cradle to Grave SIPP Administration, including but not limited to new business, transfers in/out, contributions & death cases.

Input and maintain accurate data records & Deal professionally with internal and external queries.

The calculation of pension benefits & accurate preparation of documents.

Assisting where required with project work and system matters and maintaining awareness and understanding of evolving industry matters.

Liaise with team members, other departments and clients as required.

Undertake other duties as specified by the line manager and/or senior management.

Skills required:

Attention to detail and strong customer experience skills.

Previous financial services administration experience, within the SIPP / Pensions Sector

Experience in dealing with HNW Clients and Advisers.

As part of our collaborative and agile culture, our working week is 3 days in the office and 2 days remote.

Investec Wealth and Investment offers a range of benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer:

Wellbeing

Wellbeing subsidy, gym membership, virtual GP, Peppy Health App (Fertility, Menopause & Early parenthood), optional private medical & dental insurance.

Remuneration

10% contributory pension scheme & discretionary bonus.

Life & Income Protection

Life Assurance, Critical Illness & Income protection.

Travel

Season Ticket Loan & Electric Vehicle scheme.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!