SIPP Administrators -Edinburgh

Meraki Talent Limited; Scotland; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading recruitment agency is seeking experienced SIPP Administrators for a global pensions group in Edinburgh. The role involves processing SIPP requests, handling client investments, and performing technical calculations. Applicants should have a background in SIPP administration and be adept at managing client relationships while ensuring high service quality. This position offers a hybrid working model for flexibility.

Qualifications

• Background in SIPP Administration with understanding of SIPP rules.
• Ability to perform drawdown, divorce, and bereavement calculations.
• Experience in client-facing roles.

Responsibilities

• Process SIPP transfer out requests.
• Handle investment applications.
• Complete Transfers In.

Skills

SIPP Administration

Client Relationship Management

Technical Pension Calculations

Job description

Meraki Talent are working with a global pensions group, who are looking to appoint experienced SIPP Administrators for an expanding operation in Edinburgh. Working as part of an established team, you will be instrumental in delivering the day-to-day administration duties for all aspects of SIPP administration. Key duties will include;

• Processing SIPP transfer out requests
• Processing new business applications
• Liaising with IFA's, Solicitors and Lenders
• Completing Transfers In
• Handling investment applications
• Processing payments for clients in retirement
• Carrying out technical pension calculations

This is a varied and busy role, suitable for those able to prioritise various workstreams while meeting client deadlines. It is essential that applicants can build and develop relationships with advisors and clients, delivering a first-class service. Applicants should have a background in SIPP Administration, with an understanding of SIPP rules and the ability to perform drawdown, divorce, and bereavement calculations. These are permanent opportunities with a hybrid working approach, offering flexibility.

Apply now. Is this job for you? At Meraki, we love recruitment and words. Is this you? Jennifer wants: SIPP, Pensions, Administration.

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