Asset Management – Senior SIPP Administrator – Professional (Based in London) recruitment

J.P. Morgan serves one of the largest client franchises in the world. Our clients include corporations, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. J.P. Morgan is part of JPMorgan Chase Co. (NYSE: JPM), a leading global financial services firm with assets of $2.1 trillion. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase serves millions of clients and consumers under its J.P. Morgan and Chase, and WaMu brands.
JPMorgan Asset Management is a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Overall ObjectiveOverall purpose of the role is to act as a senior SIPP Administrator within the SIPP administration team ensuring technical competency in SIPP processing and also providing friendly and efficient client service to pension clients, supporting the wider client services team where specific SIPP expertise is required. The team is currently a combined Client services and Transfer agency function consisting of 3 individuals.
Client Service operational responsibilities and tasks:
Provide expert technical support to the main client services team, taking ownership of complex pension client related issues.
Liaise with correspondence and complaints to address any technical client issues.Continue to enhance and improve processes and procedures, introducing best practice from previous experience.Constantly review and improve service performance and identify opportunities to enhance client experience.Handle client enquiries, and chasing activity within agreed service levels and key performance indicators as well as according to procedures and policiesProactively inform pension clients of changes/issues/initiatives (e.g. regulations, JPM policies, services, etc.)Process telephone deals on the SIPP where appropriate.Transfer Agency responsibilities and tasks:
Process pension client related transactions
for both crystallised and uncrystallised funds including: transfers, applications for a SIPP, employer contributions, buy, sell, switch, moves into USP or ASP, death benefits, GAD reviews, changes to income requirements etc.Corporate actions processing for SIPPAssist in HMRC reporting, ranging from PTRAS reclaim to Event Reporting.Liaise with Compliance and risk where appropriate.Assist in liaising with external auditors for scheme return audit.Oversee transition from start up function to full business as usual teams.Continue to enhance and improve processes and procedures, introducing best practice from previous experience.Oversee handoffs to external platform provider and wider transfer agency function.Maintain up to date knowledge of pensions legislation and tax implications for clientsAssist in training programs new SIPP Administrators.Participate in project to enhance existing systems capability to deliver enhanced client and administrator experience

Qualifications
Threshold competencies
Focuses on the clientAppreciates and understands client needs and understands pension options available to the client.
Focuses on resultsDoes what it takes to deliver their job objectives and targets.
Takes initiativeTakes responsibility and acts before being directed. Makes suggestions for the overall improvement of the Firm's activities.
Is thoroughIs systematic in approach to detail to ensure that activities are completed effectively.
Builds relationshipsEstablishes effective relationships for the benefit of both themselves and the Firm.
Commits to goals and valuesAligns own behaviour with the goals and values of the Firm. Demonstrates leadership and is flexible in approach for the good of the Firm.
Is aware of the wider organisationIs aware of how their activities impact on others in the wider organisation, and how the Firm's systems, procedures and controls impact on their own job.
Is adaptableIs prepared to adapt their approach to meet the requirements of different situations, and is receptive to the need for change. Is able to see the value of a different view from their own.
Is aware of othersUnderstands the needs and requirements of others and has an accurate perception of how they are likely to react.

Overall competenciesThe successful candidate will have previous experience in all aspects of SIPP administration both client facing and processing. The candidate should be a strong team player with excellent oral and written communication skills.
A high level of technical knowledge is essential particularly in terms of tax implications of government policy on clients.