Pensions Administrator - SIPP

IDEX Consulting Ltd; Ingliston; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Hybrid working

Job summary

IDEX Consulting Ltd in Scotland is recruiting two pension administrators to join an established SIPP administration team. You will manage a varied caseload and work with clients, Financial Advisers, investment providers and internal teams to deliver accurate pension administration.

The role requires SIPP knowledge, good understanding of pension rules, strong numerical and communication skills, and proficiency in Microsoft Office. Hybrid working is offered.

Qualifications

• SIPP knowledge and administration experience.
• Good understanding of pension rules, drawdown and investments.
• Strong numerical and organisational skills.
• Excellent written and verbal communication.
• Confident working with clients and Financial Advisers.
• Proficient in Microsoft Office, particularly Excel.

Responsibilities

• Day-to-day administration of SIPPs.
• Process PCLS, drawdown and regular/ad-hoc retirement payments.
• Complete retirement, bereavement and pension divorce calculations.
• Arrange investment withdrawals and process income tax via HMRC systems.
• Process death and beneficiary payments.
• Liaise with clients, Advisers and investment providers.
• Track cases through to completion and work within agreed SLAs.
• Support wider SIPP/SSAS administration when required.
• Maintain high standards of quality, compliance and risk management.

Skills

Pension administration

SIPP knowledge

Numerical skills

Communication

Excel

Tools

Excel

Microsoft Office

Job description

We are recruiting two experienced Pension Administrator to join an established SIPP administration team. This is a great opportunity for someone with pensions experience and strong SIPP knowledge who is looking for their next career move.

You will manage a varied caseload, working closely with clients, Financial Advisers, investment providers and internal teams to deliver accurate and timely pension administration.

Key Responsibilities

• Day-to-day administration of SIPPs
• Process PCLS, drawdown and regular/ad-hoc retirement payments
• Complete retirement, bereavement and pension divorce calculations
• Arrange investment withdrawals and process income tax via HMRC systems
• Process death and beneficiary payments
• Liaise with clients, Advisers and investment providers
• Track cases through to completion and work within agreed SLAs
• Support wider SIPP/SSAS administration when required
• Maintain high standards of quality, compliance and risk management

About You

• SIPP knowledge and administration experience
• Good understanding of pension rules, drawdown and investments
• Strong numerical, organisational and attention-to-detail skills
• Excellent written and verbal communication
• Confident working with clients and Financial Advisers
• Proficient in Microsoft Office, particularly Excel

The company offers good benefits and hybrid working.

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.