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Nucleus Financial Group
Senior SIPP Administrator
Career Insights for Compliance Officer / Analyst
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Based on Oklahoma data
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What they do
A Compliance Officer or Analyst monitors internal compliance with company policies and also company compliance with local, state and federal laws. Reviews company documents, including contracts and marketing materials; communicates with employees and develops training and internal policy materials.
$71,876 / year median in Oklahoma
-4% projected decline
Job Description
About the role Role is based in Portsmouth As a Senior SIPP Administrator, you will play a key role in administering the full life cycle of Self-Invested Personal Pensions (SIPPs). In addition to handling complex pension administration tasks, you will support the team through quality checking, coaching, and acting as the first point of contact for queries. You will contribute to maintaining high standards of service, accuracy, and compliance, while fostering the development of your colleagues. Responsibilities Your day-to-day responsibilities will include: Core Administration Duties Setting up new SIPPs and issuing welcome documentation Processing contributions, transfers in and out (cash and in-specie) Administering pension payroll and draw down benefits (including PCLS and income) Handling complex transactions and escalated cases Preparing and issuing annual and statutory reports Ensuring accurate daily reconciliations and banking processes Senior Responsibilities Quality Control
- Checking the work of other team members to ensure accuracy, compliance, and adherence to internal procedures and regulatory requirements Team Support
- Acting as the first point of contact for internal queries, offering technical guidance and resolution support to colleagues Training & Development
- Delivering training and mentoring to team members on processes, systems, and best practice Process Improvements
- Contributing to the ongoing development and refinement of procedures to enhance efficiency, accuracy, and service delivery Client Relationship Management Building and maintaining strong relationships with our clients Understanding client-specific requirements and tailoring services accordingly Responding to complex client queries in a professional and timely manner Compliance & Risk Management Ensuring full compliance with HMRC regulations, pensions legislation, and FCA guidelines Maintaining accurate and up-to-date records Supporting audits, regulatory reporting, and risk management processes About you We expect you to demonstrate strong organisational skills and a passion for delivering excellent service You should be comfortable working independently as well as part of a team and able to manage competing priorities with confidence Accuracy and Attention to Detail•High standards of accuracy in all aspects of administration and record-keeping Collaboration and Teamwork•A proactive and supportive team player who shares knowledge and ideas Communication Skills-Excellent clear and professional communication, both written and verbal Organisation and Prioritisation•Strong ability to manage competing priorities and meet deadlines effectively Technical Proficiency•Competent IT skills, particularly in Microsoft Office applications Experience and Knowledge•Previous experience in pensions administration, ideally with SIPPs; understanding of pensions legislation and HMRC regulations (advantageous); relevant pensions qualifications, or working towards them (beneficial but not essential) Your Commitment Take responsibility in everything you do to deliver good outcomes for our customers Positively demonstrate the Nucleus values and behaviours Ensure compliance with the Code of Conduct at all times A little about us We're the Nucleus Financial Platforms group and we help make retirement more rewarding.
- whether it's our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes.
- because we know they matter and have a big impact.