At a Glance
- Tasks: Manage SIPP administration, process payments, and liaise with clients and advisers.
- Company: Join a forward-thinking company committed to diversity and inclusion.
- Benefits: Enjoy hybrid working, competitive benefits, and a supportive team environment.
- Other info: Great opportunity for career growth in a collaborative workplace.
- Why this job: Make a real impact in pensions while developing your skills in a dynamic setting.
- Qualifications: Experience in SIPP administration and strong communication skills required.
The predicted salary is between 54000 - 66000 £ per year.
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.
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 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.
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Pensions Administrator - SIPP in Manchester employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
