Remote SIPP Property Specialist & Client Relations

IDEX Consulting; Leicester; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Company pension

DIS

Group income protection

Health cash plan

25 days holiday + stats

Job summary

IDEX Consulting is seeking a SIPP Property Specialist/Client Relationship Manager for a remote UK role. You will support CRMs with property, borrowing, loan back and VAT expertise across the organisation, handling diverse property transactions and VAT aspects.

The role requires deep knowledge of pension scheme property processes, regulation, and documentation, with focus on accurate, compliant property purchases, leases, and related financial dealings.

Responsibilities

• Deliver exceptional client experience, focusing on outcomes
• Provide technical guidance on property, borrowing, loan back and VAT queries
• Work on leases and property sales documentation for accuracy and compliance
• Handle simple and complex property purchases, including borrowing
• Work on loan backs and third-party loans
• Prepare new borrowing or borrowing rollover documentation
• Work on rent reviews
• Manage rental invoicing
• Handle all scheme VAT returns
• Provide guidance on property, borrowing, loan back and VAT matters
• Contribute to client meetings for property-related expertise
• Explain complex property concepts in clear language
• Identify and mitigate risks in property-related work
• Support training and development of team members
• Maintain standards across the unit

Job description

IDEX Consulting is seeking a SIPP Property Specialist/Client Relationship Manager for a remote UK role. You will support CRMs with property, borrowing, loan back and VAT expertise across the organisation, handling diverse property transactions and VAT aspects.

The role requires deep knowledge of pension scheme property processes, regulation, and documentation, with focus on accurate, compliant property purchases, leases, and related financial dealings.