My client is currently looking for two SIPP Administrators to join their team in Edinburgh.
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 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
- Be involved in projects within the administration department
- 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
- Ensure 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
- 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
- Proficient with Microsoft Office, in particular Excel
Benefits: The company offers good benefits and hybrid working.
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.
