SIPP Administrator

1 month ago

Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

About the Role:

The SIPP Administrator will be responsible for processing SIPP transfer out requests, new business applications, and other administrative tasks related to SIPP and SSAS workloads.

Key Responsibilities:

  • Process SIPP transfer out requests and new business applications through to completion
  • Administer the whole life cycle of a SIPP from transfers to retirements
  • Perform necessary technical calculations, including drawdown calculations, bereavement benefit calculations, and divorce calculations
  • Process investment withdrawals for one-off and regular payments to 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 until completion
  • Be involved in projects within the administration department

Requirements:

  • Strong SIPP knowledge and experience
  • Excellent numerical and customer service skills
  • Proficient with Microsoft Office, in particular Excel
  • Ability 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

About Us:

IDEX Consulting offers a dynamic and supportive work environment, with opportunities for professional growth and development.

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