SIPP Administrator - #2090749

My client is currently looking for two SIPP Administrators to join their team in Edinburgh.

The Role:

• Process SIPP transfer out requests
• Process new business applications through to completion
• Complete transfers in and investment applications
• Process PCLS payments for clients in retirement
• Process regular and ad-hoc payments for clients in retirements
• Administer a whole life cycle of a SIPP from transfers to retirements
• Perform necessary technical calculations
• Process investment withdrawals for one off and regular payments on time for payments to the members on time
• Process member benefit payroll and use Sage Payroll to calculate tax
• Use HMRC online services to process income tax
• Have timely communication with the Advisers and members to notify them of any issues with the member's request
• Ensure all requests are tracked till completion
• Being involved in projects within the administration department
• Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties
• Build relationships with our Advisers and clients and deliver exceptional communication and service
• Ensuring full compliance with the service level agreements
• Improve and/or maintain quality assurance across all areas of your work
• Embed risk management in all aspects of your work
• Ability to resolve complaints effectively

Skills Needed:

• Strong SIPP knowledge and experience
• Contribute effectively to our wider business success within the group
• Strong attention to detail and the ability to perform under pressure
• Excellent organisational and multi-tasking skills
• Excellent numerical and customer services skills
• Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
• Be able to understand investment transactions including identifying non-standard investments
• Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
• Be able to understand investment transactions including identifying non-standard investments
• Proficient with Microsoft Office, in particular Excel

The company offers good benefits and hybrid working.

For more information please contact Lynn Wilson on or email lynn.wilson

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.