Pensions Office Admin

4 weeks ago


Edinburgh, United Kingdom IDEX Consulting Full time

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
Process member benefit payroll and use Sage Payroll to calculate tax
Use HMRC online services to process income tax
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
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

Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations
Proficient with Microsoft Office, in particular Excel

The company offers good benefits and hybrid working.
Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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