SIPP Administrator
2 days ago
£28,000 to £34,000 plus bonus and benefits
A leading consultancy is seeking a skilled SIPP Property Administrator to join their Property team. The successful candidate will be responsible for a range of administration functions including property management, processing purchase, leasing, and sale of assets, fees and billing, and ensuring legal and legislative requirements are met.
Candidates should have experience working within a pensions or property purchase environment, ideally with some exposure to SIPP business.
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SIPP Administration Specialist
4 weeks ago
Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full timeAbout IDEX ConsultingWe are a leading consulting firm specializing in pension services, dedicated to delivering exceptional solutions for our clients. Our team of experts is passionate about providing top-notch support and guidance.Job OverviewAs a SIPP Administration Specialist - Pension Services, you will play a critical role in our team, ensuring the...
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Property Manager
2 days ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeSIPP/SSAS Asset Administration Role£28,000 to £34,000 plus bonus and benefitsJohnstonGreer Ltd is seeking a skilled SIPP/SSAS Property Administrator to join their Property team. The successful candidate will be responsible for a variety of administration functions including property management throughout the national network.The role involves:Processing...
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Real Estate Portfolio Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full timeProperty Administrator Job DescriptionWe are seeking a highly skilled Property Administrator to join our team at JohnstonGreer Ltd. As a key member of our financial services and pensions sector, you will play a critical role in the administration of properties.Key Responsibilities:Manage the purchase, leasing, and sale of assets efficiently and...
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Client Service Assistant
7 months ago
Edinburgh, United Kingdom Idex Full time**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...
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Client Services Administrator
7 months ago
Edinburgh, United Kingdom Seven Investment Management Full time**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...
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Financial Planning Assistant
6 months ago
Edinburgh, United Kingdom Anderson Strathern Asset Management Limited Full time**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...
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Client Services Assistant
6 months ago
Edinburgh, United Kingdom Seven Investment Management Full time**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...