We are recruiting two experienced Pension Administrator to join an established SIPP administration team. This is a great opportunity for someone with pensions experience and strong SIPP knowledge who is looking for their next career move.
You will manage a varied caseload, working closely with clients, Financial Advisers, investment providers and internal teams to deliver accurate and timely pension administration.
Key Responsibilities
- Day-to-day administration of SIPPs
- Process PCLS, drawdown and regular/ad-hoc retirement payments
- Complete retirement, bereavement and pension divorce calculations
- Arrange investment withdrawals and process income tax via HMRC systems
- Process death and beneficiary payments
- Liaise with clients, Advisers and investment providers
- Track cases through to completion and work within agreed SLAs
- Support wider SIPP/SSAS administration when required
- Maintain high standards of quality, compliance and risk management
About You
- SIPP knowledge and administration experience
- Good understanding of pension rules, drawdown and investments
- Strong numerical, organisational and attention-to-detail skills
- Excellent written and verbal communication
- Confident working with clients and Financial Advisers
- Proficient in Microsoft Office, particularly Excel
The company offers good benefits and hybrid working.
For more information please contact Lynn Wilson on or email
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.
Pensions Administrator - SIPP in Edinburgh employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
