Pensions Administrator - #2144747

Recruit Wealth


Date: 1 hour ago
City: Edinburgh
Salary: £25,000 - £27,000 / year
Contract type: Full time
Work schedule: Full day
Recruit Wealth

SIPP Administrator | Award-Winning Pension Provider | Hybrid Working

Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued?

We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires.

This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload.

Why consider this opportunity?

  • Join a recognised and award-winning pension provider
  • Hybrid home and office working available
  • Excellent salary and comprehensive benefits package
  • Strong focus on employee well-being and development
  • Genuine opportunities for career progression across the wider business
  • High staff retention and a collaborative team environment
  • Work with experienced professionals across pensions, operations and financial services
  • Exposure to complex pension cases, retirement planning and investment administration

The Role

As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements.

This position offers a broad range of responsibilities across the full life cycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise.

Key duties will include:

  • Processing SIPP transfer-in and transfer-out requests
  • Managing new business applications through to completion
  • Administering pension drawdown and retirement income payments
  • Calculating member benefits, including drawdown, bereavement and divorce-related cases
  • Processing investment applications and withdrawals
  • Using HMRC online services and payroll systems to administer member benefits
  • Liaising with financial advisers, clients, solicitors and third-party providers
  • Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable
  • Maintaining high service standards and meeting agreed service levels
  • Contributing to risk management and regulatory compliance processes
  • Assisting with complaint resolution where required

About You

We're keen to speak with individuals who have previous pensions administration experience, not just SIPP experience.

You'll ideally possess:

  • Knowledge of SIPP and/or pension regulations
  • Excellent attention to detail and organisational skills
  • Strong communication and relationship-building abilities
  • Good understanding of investment transactions and pension products
  • Confidence working with financial advisers, clients and external stakeholders
  • Proficiency in Microsoft Office, particularly Excel
  • A positive, proactive and customer-focused approach

The Opportunity

This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more.

For an informal discussion, please contact Recruit Wealth today.

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