SIPP Administrator

My client is currently looking an experienced SIPP Administrator to join their team in Edinburgh.THE ROLE:Process SIPP transfer out requestsProcess new business applications through to completionComplete transfers in and investment applicationsProcess PCLS payments for clients in retirementProcess regular and ad-hoc payments for clients in retirementsAdminister a whole life cycle of a SIPP from transfers to retirementsPerform necessary technical calculationsProcess investment withdrawals for one off and regular payments on time for payments to the members on timeProcess member benefit payroll and use Sage Payroll to calculate taxUse HMRC online services to process income taxHave timely communication with the advisers and members to notify them of any issues with the member's requestEnsure all requests are tracked till completionBeing involved in projects within the administration departmentOther than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of propertiesBuild relationships with our advisers and clients and deliver exceptional communication and serviceEnsuring full compliance with the Service Level AgreementsImprove and/or maintain Quality Assurance across all areas of your workEmbed risk management in all aspects of your workAbility to resolve complaints effectivelySKILLS NEEDED:Strong SIPP knowledge and experienceContribute effectively to our wider business success within the groupStrong attention to detail and the ability to perform under pressureExcellent organisational and multi-tasking skillsExcellent numerical and customer services skillsUnderstand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculationsBe able to understand investment transactions including identifying non-standard investmentsUnderstand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculationsBe able to understand investment transactions including identifying non-standard investmentsProficient with Microsoft Office, in particular ExcelThe company offers good benefits and hybrid working.For more information please contact Lynn Wilson 07918211987 or email ##### the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.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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