SIPP Property Administrator

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

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.

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.