SIPP & SSAS Support Administrator — Hybrid Edinburgh

Punter Southall Group; City of Edinburgh; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Private Medical Insurance

Competitive Pension

Travel Insurance

Gym memberships

25 days holiday

Job summary

Punter Southall Group seeks a SIPP and SSAS Support Administrator to join a busy team in Edinburgh with hybrid working. You will handle administration across SIPP/SSAS, perform reconciliations, invoicing, payroll and regulatory tasks, and support client service with accuracy.

The role requires 2–5 years in admin within SIPP/SSAS or financial services, good MS Office skills, and a proactive, compliant approach. Training and progression offered.

Qualifications

• 2–5 years of administration experience in SIPP/SSAS preferred.
• Strong maths and English; GCSE/Standard Grade C or better.
• A Level/Higher or equivalent qualification preferred.
• Experience in independent trustee or investment management is a plus.
• Proficient with MS Office and SharePoint tools.

Responsibilities

• Open mail and distribute to Edinburgh and Birmingham teams.
• Print, copy and post documents for teams in Edinburgh and Birmingham.
• Answer calls and take messages for team members.
• Set up new business applications and bank accounts via iSite.
• Prepare SIPP/SSAS letters, review packs and quotes.
• Run SIPP/SSAS reconciliations, invoices and payroll tasks.
• Create mail merges and maintain Platinum records.
• Ensure compliance with internal and external rules.

Skills

Administration

English skills

Excel

Word

Outlook

SharePoint

Education

GCSE English (minimum C)

A Level / Higher Standard or equivalent

Tools

Platinum

iSite

Corporate Banking Online

Job description

Punter Southall Group seeks a SIPP and SSAS Support Administrator to join a busy team in Edinburgh with hybrid working. You will handle administration across SIPP/SSAS, perform reconciliations, invoicing, payroll and regulatory tasks, and support client service with accuracy.

The role requires 2–5 years in admin within SIPP/SSAS or financial services, good MS Office skills, and a proactive, compliant approach. Training and progression offered.