Senior SIPP Pension Administrator | Hybrid Role

IDEX Consulting Ltd; Scotland; Hybrid; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Good benefits

Hybrid working

Job summary

IDEX Consulting Ltd is recruiting two experienced Pension Administrators to join an established SIPP administration team in Scotland. This is a great opportunity for someone with pensions experience and strong SIPP knowledge seeking their next career move.

You will manage a varied caseload, collaborate with clients, Financial Advisers and investment providers to deliver accurate pension administration and meet SLA requirements in a hybrid working environment.

Qualifications

• SIPP knowledge and administration experience.
• Strong understanding of pension rules, drawdown and investments.
• Excellent written and verbal communication.
• Proficient in Microsoft Office, particularly Excel.

Responsibilities

• Day-to-day administration of SIPPs.
• Process PCLS, drawdown and 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 meet SLAs.
• Support wider SIPP/SSAS administration when required.
• Maintain high standards of quality, compliance and risk management.

Skills

SIPP knowledge

Pension administration

Numerical skills

Attention to detail

Communication skills

Excel

Tools

Microsoft Excel

Job description

IDEX Consulting Ltd is recruiting two experienced Pension Administrators to join an established SIPP administration team in Scotland. This is a great opportunity for someone with pensions experience and strong SIPP knowledge seeking their next career move.

You will manage a varied caseload, collaborate with clients, Financial Advisers and investment providers to deliver accurate pension administration and meet SLA requirements in a hybrid working environment.