SIPP Property Administrator

IDEX Consulting; England; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading financial consultancy is seeking a SIPP Property Specialist to join their team as a Client Relationship Manager. This remote role requires expertise in property transactions within pension schemes, including sales, purchases, and VAT considerations. The ideal candidate will provide technical guidance and ensure compliance in all property-related matters. A competitive salary and benefits package are offered.

Benefits

Company pension

Group income protection

Health cash plan

25 days holiday + Stats

Qualifications

• In-depth expertise in property, borrowing, loan back, and VAT expertise.
• Ability to provide technical guidance on property-related queries.

Responsibilities

• Deliver exceptional client experience focusing on good outcomes.
• Provide technical guidance on property, borrowing, loan back, and VAT queries.
• Ensure compliance in property sale and lease documentation.

Skills

In-depth knowledge of property purchase and sale processes within pension schemes

In-depth knowledge of loan backs and third-party loan processes within pension schemes

Strong understanding of property compliance requirements and risk factors

Knowledge of VAT as it applies to property transactions

Experience in reviewing complex property transactions and associated documentation

Job description

Overview

My client is currently looking for a SIPP Property Specialist to join their team as a Client Relationship Manager. This is a remote role and can be based anywhere in the UK.

Reporting to the Team Leader the successful candidate will provide specialised property, borrowing, loan back, third party loan and VAT expertise throughout the organisation. This role requires in-depth knowledge of property processes, regulations, and documentation to support Key CRMs with property-related matters including property purchases, sales, leases, VAT, borrowing, loan backs, third party loans and associated financial transactions.

Key Responsibilities

• The key focus of the role is to deliver an exceptional client experience, putting the client at the heart of everything you do to deliver great client outcomes
• Provide technical guidance to Key CRMs on property, borrowing, loan back, third party loan and VAT related queries and transactions
• Work on leases and property sales documentation for accuracy and compliance
• Work on both simple and complex property purchases, including those with borrowing
• Work on loan backs, and third-party loans
• Work on new borrowing or borrowing rollover documentation
• Work on rent reviews
• Handle all rental invoicing
• Handle all scheme VAT returns
• Provide technical guidance to Key CRMs on property, borrowing, loan back, third party loan and VAT related matters
• Contribute to client meetings when property, borrowing, loan back, third party loan and VAT expertise is required
• Explain complex property concepts and processes in clear, accessible language
• Identify and mitigate risks associated with property, borrowing, loan back, third party loan and VAT work
• Contribute to the training and development of other team members where required
• Work with co-ordinators to maintain standards throughout the unit

Key Experience

• In-depth knowledge of property purchase and sale processes within pension schemes
• In-depth knowledge of loan backs and third-party loan processes within pension schemes
• In-depth knowledge of borrowing processes within pension schemes
• Expertise in lease review and property documentation requirements
• Strong understanding of property compliance requirements and risk factors
• Knowledge of VAT as it applies to property transactions
• Experience in reviewing complex property transactions and associated documentation
• Understanding of investment administration for pension schemes

As well as a competitive salary the company offers a company pension, DIS, Group income protection, health cash plan, 25 days holiday + Stats and many more.

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail]

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.