Pensions Administrator - SIPP

IDEX Consulting; Manchester; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Hybrid working

Benefits package

Job summary

IDEX Consulting is recruiting two experienced Pension Administrators 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.

The company offers good benefits and hybrid working.

Qualifications

• 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.

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

SIPP knowledge

Pensions administration

Numerical skills

Communication skills

Tools

Excel

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.

Our Diversity, Equity and Inclusion Mission

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.