Administrator - Operations

Are you keen to make a difference in a dynamic organisation? Do you have a passion for putting the customer at the centre of everything you do? 

We’re a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders. Our core areas include: bespoke pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more. We currently have £15bn Assets Under Management and are still growing.

This role is within EBS Pensions Limited, part of the Embark Group. 

What you’ll do

As an Administrator, you will be responsible for ensuring that the Company complies with HMRC and other requirements in the course of providing pension scheme administration services and meeting its duty of care obligations as a trustee. In addition, you will provide administrative support to the SIPP Teams and maintaining a high-quality service for the Company’s Clients.         

You will operate our specialist SIPP processes as instructed by our white label partners and clients, across a wide range of scheme and investment types. You will also ensure that the Company policies and procedures are adhered to in line with Company and regulatory standards, and escalating issues where necessary.

 Key Accountabilities

• Undertaking EBS’s payroll using SIPP~PRO
• Assisting issuing SIPP annual Reviews
• Dealing with our white label business partners in a professional, courteous and friendly manor
• Updating of SIPP~PRO with bank transactions and completing monthly reconciliations
• Allocation of tax to clients and updating SIPP~PRO
• Writing out to obtain funds for income
• Dealing with new SIPP setups and entering details onto SIPP~PRO
• Updating SSIPP~PRO with investment purchases and sales
• Writing out for valuations for GAD reviews for SIPP
• Completing of contribution certificates and cancellation notices for SIPPs
• Administering SIPP schemes along the pension life-cycle including valuation, scheme returns, payment of pension benefits, transfers in and out of scheme
• Completing annual statements, pre-retirement letters and chasers
• Using Work log to ensure timely work flow
• Keeping up to date with current HMRC/FCA regulations
• Providing support to rest of the team where needed
• Managing and maintaining all data, and retaining documentation pertaining to SIPP administration of any kind
• Promoting awareness of Anti-Money Laundering Rules and to ensure compliance within the Department.

Who you are and the experience we’re looking for

Delivering excellence is no easy task, particularly when you are transforming a business. So, we’re looking for someone with the right experience and behaviours to join our team. The ‘DNA’ we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you will need to have:

• Comparable experience in a regulated pensions environment, ideally administering SIPPs
• Strong interpersonal and communication skills
• Excellent PC skills including Word and Excel
• Organised and self-driven with ability to adapt to fast changing environment
• Knowledge of pension payroll
• Knowledge of CASS client money rules.
• Technical and client / adviser communications: communicate at all levels the details and complexities of SIPPs Communications (verbal and written) are clear, articulate, straightforward, with accurate overview of the issue, question or complaint and reasoning behind the response

Why join us

Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital.

We believe in transparency and meritocracy; we want to give all of our people the opportunity to be the best they can be, sharing in our future success.

Our family of companies include:

The Adviser Centre – a free-to-air, online fund research and consultancy service, dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market. 

EBS Pensions Limited – developed over the last 20+ years into a leading SIPP and SSAS provider, with over 15,000 clients and £2.8bn assets under administration. 

The Embark Platform – a low-cost retirement-focused platform for financial advisers built on cutting edge and market leading FNZ technology.

Hornbuckle – one of the UK’s leading independent specialist pension providers, Hornbuckle has excelled in self-invested pension provision for more than three decades.

Rowanmoor – the UK’s largest independent SSAS provider and a provider of bespoke SIPPs and Family SIPPs.

Vested – a collaboration between Embark Group and Mazars LLP. Together we bring the very best in employee benefits and workplace savings to small and medium sized employers (those with between 100 and 750 full time employees).

Embark Corporate Services – is the provider of centralised Corporate Support to the Embark Group. Our approach is simple, we provide excellence in service to support the Group in being a world class full-scale retirement solutions provider.

You will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, disability or age.

Apply now and join us on our journey.