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Senior SIPP & SSAS Administrator

IDEX Consulting Ltd
Job LocationEdinburgh
EducationNot Mentioned
Salary25,000 - 32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An exciting opportunity has arisen for an experienced Senior SIPP & SIPP Administrator to be based in Edinburgh office for one of the top practices in Scotland.To process all aspect of bespoke SIPP and SSAS administration, in a professional and team orientated manner. Act as technical support/mentor to the team, SIPP and SSAS clients and Financial Advisers.Responsibilities:

  • Assisting the team in providing a quality and efficient service to all clients when processing new business and ongoing servicing to deliver fair outcomes
  • Inputting client data in to SIPP~Pro or SSAS~Pro when setting up new plans or schemes and maintaining the data throughout the lifetime of the lifecycle
  • Setting up designation bank accounts
  • Accurate and timely crystallising of pension benefits and making pension commencement lump sum and/or income payments
  • Reporting and arranging settlement of Lifetime Allowance charges via HMRCs online services
  • Creating contributions within SIPP~Pro or SSAS~Pro and issuing Contribution Payment Certificates when cleared
  • Processing paperwork in relation to transfers in from both defined benefit and money purchase schemes and applying in-specie transfers-in
  • Processing paperwork in relation to cash and in-specie transfers out, ensuring appropriate checks are made of the receiving scheme before assets or cash funds are released
  • Utilising relationships with inter-company and external professional connections, including accountants and financial advisers
  • Liaising with regulators bodies where required, such as HMRC and The Pensions Regulator
  • Dealing with day to day administration queries either via post, the telephone, or email, directly with clients or via professional connections
  • Ensure that volume, SIPP~Pro and SSAS~Pro records are up to date with member details and all relevant policy information
Knowledge/experience:
  • Administration experience within a pensions environment. Experience of having worked within an independent trustee or investment management environment an advantage.
Skills:
  • Excel, Word, Outlook
  • Familiarisation of the following systems an advantage:
    • Deltas SIPP~Pro, SSAS~Pro and DMM, Bank of Scotlands iSite and Corporate Banking Online banking systems, SharePoint Workflow, volume by Watermark Technologies
In return you will receive a really competitive salary and join a well-run business with great job satisfaction.Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Keyskills :
Financial ServicesPensionsSenior SIPP & SSAS Administrator

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