SIPP Administrator

About the Role:As a Financial Services Administrator at IDEX Consulting Ltd, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS, and personal clients.You will be working with a team of Client Relationship Managers (CRMs) in assisting financial advisers in the proactive management of our clients' financial...

Meraki Talent are working with a global pensions group, who are looking to appoint experienced SIPP Administrators for an expanding operation in Edinburgh. Working as part of an established team, you will be instrumental in delivering the day to day administration duties for all aspects of SIPP administration. Key duties will include; - Processing SIPP...

**Main responsibilities of the role**: - Process SIPP transfer out requests - 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...

**ADMINISTRATOR - SIPP & PERSONAL PENSIONS** **LOCATION: EDINBURGH** **SALARY: UP TO 26,500** Our client is an established firm of Pension Administrators based in South Manchester who are now looking to recruit an additional Administrator to join their established and expanding team This role involves dealing with various internal teams and departments...

Overview: We are searching for a **SIPP and SSAS Support Administrator** to provide administration support for the SIPP and SSAS team, working hybrid within the Edinburgh office. This role is a fantastic opportunity to learn and grow within a supportive and friendly team. Within this diverse role your day-to-day duties will include but not be limited...

As a Financial Services Administrator, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of our clients' financial affairs - within agreed procedures and...

**Financial Planning Administrator - up to £35,000 plus Benefits - Edinburgh** A good client of ours is currently in the market to recruit for a Private Client Associate to join their Edinburgh office. The company offers a hybrid working model with flexibility to be based from home and the Edinburgh office. We are currently working with a highly renowned...

**Purpose** **Responsibilities** - Setting up all payments for ISAs, SIPPs, Bonds, GIAs - You will be keeping back-office systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues - Prepare paperwork,...

**Responsibilities**: - Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports - Setting up online access for new and existing clients and assisting with all queries in relation to the portal - Setting up all payments for ISAs, SIPPs, Bonds, GIAs and...

**About The Role**: **Purpose**Responsibilities** - Setting up all payments for ISAs, SIPPs, Bonds, GIAs - You will be keeping back-office systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues - You will...

**The Firm** Anderson Strathern Asset Management is a leading Wealth Management firm offering combined Financial Planning and Investment Management solutions. We seek a new member in our growing firm to provide admin support within our Operations Team. **The Role** Working within the busy Operations team, you will be providing day-to-day administrative...

**About The Role**: **Purpose** **Responsibilities** - Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports - Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal - Setting up all...