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Pensions Administrator - SIPP

IDEX Consulting Ltd
Manchester
Location
Manchester, England

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 compa...

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