SIPP Team Administrator London/Hybrid FTC - 6 Months Salary circa £35,000 - £38,000 Purpose Provide administrative support to the SIPP team, on-boarding, maintaining, and monitoring all administration of the SIPP operations ensuring quality service and adherence to service levels. This will involve liaising with colleagues, internal and external clients and third parties. Requirements of the firm and the regulator must always be met. Responsibilities SIPP Administration Process and checking all SIPP client on boarding. Checking all documentation before final submission to ensure it complies with company and HMRC guidelines Set up and maintain client, portfolio and account data in company and Pershing systems in an accurate and timely manner Ensuring all payrolls are processed in an accurate and timely manner Monitoring all benefit requests and maintaining sell and withdraws via internal systems and operation teams to ensure payroll is met Completing AML checks for new and existing clients - including KYC and bank account validation checks Process contribution payments into the SIPP and set up Direct Debits via GoCardless when required Managing account opening, taking benefit, contribution and other documentation with third party administrator to ensure SLA is met. Completing daily reconciliations and supporting reconciliation of all SIPP bank accounts Issuing all correspondence produced by third party administrator to clients. Responding to all client queries internally and externally. Efficiently and effectively answering telephone and email queries from intermediaries, escalating in a minority of cases as appropriate Ensure compliance with industry regulation - specifically MiFID II and AEOI legislation Liaise closely with front office and Transitions teams to ensure efficient completion of SIPP on boarding and SIPP transfers Error and complaints handling if required Completion of systems testing if required Own SIPP fee processes Update daily Management Information and any adhoc requests requested Identify new and make changes to all SIPP procedures - draft and discuss changes where necessary for approval Provide input into daily weekly calls with SIPP team and Third-Party administrator Other Provide clear and accurate reports to Line Manager relating to any data capture, missing information or management information requested Build good and lasting relationships with clients and third parties (internal and external). Understand their motivations Act promptly and professionally to resolve client (internal and external) and colleague enquiries or concerns Adhere to procedures and policies Other responsibilities as reasonably required by line manager Skills: Accuracy, thoroughness, and attention to detail Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries. Organisation and prioritisation skills to manage own workload to meet deadlines Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant and have client focus insight. Ability to see things through to their logical conclusion, think strategically and keep client focus Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently Knowledge: 1-3 years of Pension and SIPP experience is desirable Experience of payroll processing preferred Experience within a wealth management or asset management environment is desirable Strong knowledge of client account records, including AML client ID guidelines Understanding and knowledge of MiFID II requirements Knowledge of Pershing NEXUS system is an advantage Familiarisation with Dunstan Thomas' Imago Back Office software to be able to look up information when answering queries Knowledge of Electronic reregistration and Origo and Altus is an advantage Qualifications: Completion of the CII certificate in pensions administration (FA2) would be an advantage Other relevant information Reports to the SIPP Service Team Manager and will be working closely with the SIPP Oversight Manager. Subscribe to companys Mission and Tenets and Treating Customers Fairly initiatives This role works closely with others within the operations team and business, sharing the workload and responsibility so a 'team' attitude is needed - helping others when required Flexible attitude to duties as training will be given in all aspects of the operations roles Flexible attitude to working hours - sometimes the workload will demand additional commitment outside the contractual hours
Aug 02, 2026
Full time
SIPP Team Administrator London/Hybrid FTC - 6 Months Salary circa £35,000 - £38,000 Purpose Provide administrative support to the SIPP team, on-boarding, maintaining, and monitoring all administration of the SIPP operations ensuring quality service and adherence to service levels. This will involve liaising with colleagues, internal and external clients and third parties. Requirements of the firm and the regulator must always be met. Responsibilities SIPP Administration Process and checking all SIPP client on boarding. Checking all documentation before final submission to ensure it complies with company and HMRC guidelines Set up and maintain client, portfolio and account data in company and Pershing systems in an accurate and timely manner Ensuring all payrolls are processed in an accurate and timely manner Monitoring all benefit requests and maintaining sell and withdraws via internal systems and operation teams to ensure payroll is met Completing AML checks for new and existing clients - including KYC and bank account validation checks Process contribution payments into the SIPP and set up Direct Debits via GoCardless when required Managing account opening, taking benefit, contribution and other documentation with third party administrator to ensure SLA is met. Completing daily reconciliations and supporting reconciliation of all SIPP bank accounts Issuing all correspondence produced by third party administrator to clients. Responding to all client queries internally and externally. Efficiently and effectively answering telephone and email queries from intermediaries, escalating in a minority of cases as appropriate Ensure compliance with industry regulation - specifically MiFID II and AEOI legislation Liaise closely with front office and Transitions teams to ensure efficient completion of SIPP on boarding and SIPP transfers Error and complaints handling if required Completion of systems testing if required Own SIPP fee processes Update daily Management Information and any adhoc requests requested Identify new and make changes to all SIPP procedures - draft and discuss changes where necessary for approval Provide input into daily weekly calls with SIPP team and Third-Party administrator Other Provide clear and accurate reports to Line Manager relating to any data capture, missing information or management information requested Build good and lasting relationships with clients and third parties (internal and external). Understand their motivations Act promptly and professionally to resolve client (internal and external) and colleague enquiries or concerns Adhere to procedures and policies Other responsibilities as reasonably required by line manager Skills: Accuracy, thoroughness, and attention to detail Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries. Organisation and prioritisation skills to manage own workload to meet deadlines Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant and have client focus insight. Ability to see things through to their logical conclusion, think strategically and keep client focus Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently Knowledge: 1-3 years of Pension and SIPP experience is desirable Experience of payroll processing preferred Experience within a wealth management or asset management environment is desirable Strong knowledge of client account records, including AML client ID guidelines Understanding and knowledge of MiFID II requirements Knowledge of Pershing NEXUS system is an advantage Familiarisation with Dunstan Thomas' Imago Back Office software to be able to look up information when answering queries Knowledge of Electronic reregistration and Origo and Altus is an advantage Qualifications: Completion of the CII certificate in pensions administration (FA2) would be an advantage Other relevant information Reports to the SIPP Service Team Manager and will be working closely with the SIPP Oversight Manager. Subscribe to companys Mission and Tenets and Treating Customers Fairly initiatives This role works closely with others within the operations team and business, sharing the workload and responsibility so a 'team' attitude is needed - helping others when required Flexible attitude to duties as training will be given in all aspects of the operations roles Flexible attitude to working hours - sometimes the workload will demand additional commitment outside the contractual hours
SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have any previous pensions administration experience, however SIPP administration would be advantageous. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth.
Jul 30, 2026
Full time
SIPP Administrator Award-Winning Pension Provider Hybrid Working Are you an experienced SIPP or pensions professional looking for a role where your expertise is genuinely valued? We're working with a highly respected, award-winning pension provider that continues to grow year after year through innovation, outstanding service and market-leading pension solutions. Due to continued expansion, they are looking to strengthen their established SIPP Administration team with several new hires. This is an excellent opportunity to join a business with an outstanding reputation in the pensions industry, offering long-term career development, hybrid working, a supportive culture and exposure to a varied and technically interesting caseload. Why consider this opportunity? Join a recognised and award-winning pension provider Hybrid home and office working available Excellent salary and comprehensive benefits package Strong focus on employee well being and development Genuine opportunities for career progression across the wider business High staff retention and a collaborative team environment Work with experienced professionals across pensions, operations and financial services Exposure to complex pension cases, retirement planning and investment administration The Role As a SIPP Administrator, you'll play a key role in supporting both clients and regulated financial advisers, ensuring all pension administration is completed accurately, efficiently and in line with regulatory requirements. This position offers a broad range of responsibilities across the full lifecycle of a SIPP, making it ideal for candidates seeking variety, technical exposure and the opportunity to further develop their pension expertise. Key duties will include: Processing SIPP transfer-in and transfer-out requests Managing new business applications through to completion Administering pension drawdown and retirement income payments Processing PCLS and ad-hoc benefit payments Calculating member benefits, including drawdown, bereavement and divorce-related cases Processing investment applications and withdrawals Using HMRC online services and payroll systems to administer member benefits Liaising with financial advisers, clients, solicitors and third-party providers Supporting the administration of SIPPs and SSAS arrangements, including property-based schemes where applicable Maintaining high service standards and meeting agreed service levels Contributing to risk management and regulatory compliance processes Assisting with complaint resolution where required About You We're keen to speak with individuals who have any previous pensions administration experience, however SIPP administration would be advantageous. You'll ideally possess: Strong knowledge of SIPP and pension regulations Previous experience administering pension transfers, drawdown and retirement benefits Excellent attention to detail and organisational skills Strong communication and relationship-building abilities Good understanding of investment transactions and pension products Confidence working with financial advisers, clients and external stakeholders Proficiency in Microsoft Office, particularly Excel A positive, proactive and customer-focused approach The Opportunity This is a fantastic chance to join a growing organisation at an exciting stage of its development. Whether you're looking to further your career within pensions administration, broaden your technical knowledge, or join a business with a genuine focus on employee development and work-life balance, this opportunity offers all of that and more. For a confidential discussion and immediate consideration, please contact Recruit Wealth.
Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 households. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Jul 29, 2026
Full time
Senior Client Support Administrator Financial Services Location - Leeds (LS1) Salary - £35,000 + Benefits Working Pattern In Office An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice. You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful. The Role: Senior Client Support Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will have experience with business submission using bespoke software You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS s, SIPP / SSAS. You will need to ensure that business is processed accurately and within agreed timescales You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Senior Client Support Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce, iBusiness & Docusign You are a self-starter and able to work with little or no supervision You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change. It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion. If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career. The application process is straightforward, and we personally review every application received. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £240.8bn. This business is well established and highly successful. This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 households. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Pension Administrator - Property Team Location: Liverpool City Centre (Hybrid - 1 day from home after training) Salary: Up to 35,000 (depending on experience) + annual bonus Hours: Monday to Friday, 9:00am - 5:00pm (flexible start and finish times available) Excellent benefits The Opportunity Are you an experienced Pensions Administrator or Property professional looking to specialise in a highly technical and rewarding area? We're looking for a SIPP Property Administrator to join a growing specialist team, managing a portfolio of commercial property held within SIPP & SSAS arrangements. This is a fantastic opportunity to work on complex, high-value transactions , act as a technical expert, and play a key role in mentoring and developing others. Whether your background is in pensions administration or commercial property , this role offers the chance to build expertise in a niche, in-demand area. This opportunity offers a basic salary of up to 35,000 with an additional annual bonus up to 7%. Skills & Experience We welcome candidates from either a pensions OR property background. You may have: Experience in SIPP or SSAS administration , OR A background in commercial property , property transactions, or real estate administration Along with: Strong attention to detail and a high level of accuracy Excellent organisational and stakeholder management skills The ability to manage complex casework and multiple priorities A strong interest in technical, regulated environments What's on Offer Competitive salary up to 35,000 depending on experience Annual bonus - up to 7% of salary Hybrid working (1 day from home after training) 35 hour week with flexible start and finish times to fit around you Central Liverpool location with excellent transport links Opportunity to develop within a professional and supportive environment Hybrid working - 1 day working from home 25 days holiday plus bank holidays Regular staff social events Sick pay (after qualifying period) If this is a role that you would be interested in applying for then please email your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 28, 2026
Full time
Pension Administrator - Property Team Location: Liverpool City Centre (Hybrid - 1 day from home after training) Salary: Up to 35,000 (depending on experience) + annual bonus Hours: Monday to Friday, 9:00am - 5:00pm (flexible start and finish times available) Excellent benefits The Opportunity Are you an experienced Pensions Administrator or Property professional looking to specialise in a highly technical and rewarding area? We're looking for a SIPP Property Administrator to join a growing specialist team, managing a portfolio of commercial property held within SIPP & SSAS arrangements. This is a fantastic opportunity to work on complex, high-value transactions , act as a technical expert, and play a key role in mentoring and developing others. Whether your background is in pensions administration or commercial property , this role offers the chance to build expertise in a niche, in-demand area. This opportunity offers a basic salary of up to 35,000 with an additional annual bonus up to 7%. Skills & Experience We welcome candidates from either a pensions OR property background. You may have: Experience in SIPP or SSAS administration , OR A background in commercial property , property transactions, or real estate administration Along with: Strong attention to detail and a high level of accuracy Excellent organisational and stakeholder management skills The ability to manage complex casework and multiple priorities A strong interest in technical, regulated environments What's on Offer Competitive salary up to 35,000 depending on experience Annual bonus - up to 7% of salary Hybrid working (1 day from home after training) 35 hour week with flexible start and finish times to fit around you Central Liverpool location with excellent transport links Opportunity to develop within a professional and supportive environment Hybrid working - 1 day working from home 25 days holiday plus bank holidays Regular staff social events Sick pay (after qualifying period) If this is a role that you would be interested in applying for then please email your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Property Administrator (Financial Services) Liverpool City Centre (Hybrid - 1 day Work From Home after training) Salary: Up to 35,000 (depending on experience) + annual bonus Hours: Monday to Friday with flexible start/finish times The Opportunity I'm currently working with a well-established financial services business based in Liverpool City Centre who are looking to add a Property Administrator to their growing team. This role sits within their pensions administration function and focuses on managing commercial property held within pension arrangements . It's a highly interesting and technical position, dealing with complex and high-value cases , offering excellent long-term development. Key Responsibilities Manage a portfolio of commercial properties within pension schemes Handle property transactions including acquisitions, disposals, leases, and rent reviews Work on complex casework , ensuring accuracy and attention to detail Ensure all activity is compliant with regulatory and pension scheme requirements Act as a key point of contact for internal teams, clients, and third parties Support and mentor junior team members where required Maintain strong documentation and audit trails across all cases About You Background in commercial property, conveyancing, SIPP/SSAS or legal property administration Previous exposure to financial services or pensions would be advantageous, but not essential Strong attention to detail with the ability to manage complex workloads Excellent organisational and communication skills Ability to work in a technical, process-driven environment A proactive approach with the confidence to take ownership of cases What's on Offer Salary up to 35,000 depending on experience Annual bonus scheme Hybrid working (1 day from home after training) Flexible working hours Strong benefits package Opportunity to step into a technical, specialist role within financial services Clear progression and development opportunities Why Apply? This is a fantastic opportunity for someone with a commercial property background to either continue developing within financial services or transition into the pensions/wealth sector , gaining exposure to highly technical and rewarding work. To apply or find out more, please send your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Jul 27, 2026
Full time
Property Administrator (Financial Services) Liverpool City Centre (Hybrid - 1 day Work From Home after training) Salary: Up to 35,000 (depending on experience) + annual bonus Hours: Monday to Friday with flexible start/finish times The Opportunity I'm currently working with a well-established financial services business based in Liverpool City Centre who are looking to add a Property Administrator to their growing team. This role sits within their pensions administration function and focuses on managing commercial property held within pension arrangements . It's a highly interesting and technical position, dealing with complex and high-value cases , offering excellent long-term development. Key Responsibilities Manage a portfolio of commercial properties within pension schemes Handle property transactions including acquisitions, disposals, leases, and rent reviews Work on complex casework , ensuring accuracy and attention to detail Ensure all activity is compliant with regulatory and pension scheme requirements Act as a key point of contact for internal teams, clients, and third parties Support and mentor junior team members where required Maintain strong documentation and audit trails across all cases About You Background in commercial property, conveyancing, SIPP/SSAS or legal property administration Previous exposure to financial services or pensions would be advantageous, but not essential Strong attention to detail with the ability to manage complex workloads Excellent organisational and communication skills Ability to work in a technical, process-driven environment A proactive approach with the confidence to take ownership of cases What's on Offer Salary up to 35,000 depending on experience Annual bonus scheme Hybrid working (1 day from home after training) Flexible working hours Strong benefits package Opportunity to step into a technical, specialist role within financial services Clear progression and development opportunities Why Apply? This is a fantastic opportunity for someone with a commercial property background to either continue developing within financial services or transition into the pensions/wealth sector , gaining exposure to highly technical and rewarding work. To apply or find out more, please send your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Pensions Administrator Salary: 25,000 - 30,000 Location: Godalming Hours: Monday to Friday, 09:00am till 5:30pm Our client is seeking a Pensions Administrator to join their growing team. This role involves providing comprehensive administrative support for pension schemes, ensuring compliance with regulations, maintaining accurate records, and assisting consultants in delivering exceptional service to clients. Key Responsibilities: Preparing and processing pension scheme documentation, including scheme establishment and regulatory submissions. Managing scheme reviews, ensuring all necessary documentation is up to date and compliant. Handling transfer values, tax reclaims, and investment transactions efficiently. Maintaining accurate and up-to-date database records, ensuring all data is correctly entered and monitored. Assisting with retirement processes, including pension calculations, benefit statements, and payment of lump sums or pensions. Liaising with consultants, trustees, accountants, and regulatory bodies to facilitate smooth pension administration. Ensuring compliance with Inland Revenue requirements, including the reporting of PSO transactions and VAT submissions. Assisting consultants with investment research and obtaining quotations for pension-related investments. Supporting clients by providing regular scheme updates and reminders regarding contributions and compliance. Drafting and reviewing pension scheme reports, trustee documentation, and actuarial reports in line with industry standards. Handling queries from clients and stakeholders regarding pension scheme administration and regulations. Requirements: Previous experience in pensions administration or financial services, ideally within SSAS, SIPP, or occupational pensions. Strong organisational and numerical skills with excellent attention to detail. Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment. Strong communication skills, both written and verbal, to liaise effectively with stakeholders. Proficiency in Microsoft Office, particularly Excel and Word, for data management and reporting. Knowledge of pension regulations and Inland Revenue requirements is desirable.
Oct 08, 2025
Full time
Pensions Administrator Salary: 25,000 - 30,000 Location: Godalming Hours: Monday to Friday, 09:00am till 5:30pm Our client is seeking a Pensions Administrator to join their growing team. This role involves providing comprehensive administrative support for pension schemes, ensuring compliance with regulations, maintaining accurate records, and assisting consultants in delivering exceptional service to clients. Key Responsibilities: Preparing and processing pension scheme documentation, including scheme establishment and regulatory submissions. Managing scheme reviews, ensuring all necessary documentation is up to date and compliant. Handling transfer values, tax reclaims, and investment transactions efficiently. Maintaining accurate and up-to-date database records, ensuring all data is correctly entered and monitored. Assisting with retirement processes, including pension calculations, benefit statements, and payment of lump sums or pensions. Liaising with consultants, trustees, accountants, and regulatory bodies to facilitate smooth pension administration. Ensuring compliance with Inland Revenue requirements, including the reporting of PSO transactions and VAT submissions. Assisting consultants with investment research and obtaining quotations for pension-related investments. Supporting clients by providing regular scheme updates and reminders regarding contributions and compliance. Drafting and reviewing pension scheme reports, trustee documentation, and actuarial reports in line with industry standards. Handling queries from clients and stakeholders regarding pension scheme administration and regulations. Requirements: Previous experience in pensions administration or financial services, ideally within SSAS, SIPP, or occupational pensions. Strong organisational and numerical skills with excellent attention to detail. Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment. Strong communication skills, both written and verbal, to liaise effectively with stakeholders. Proficiency in Microsoft Office, particularly Excel and Word, for data management and reporting. Knowledge of pension regulations and Inland Revenue requirements is desirable.
About the company: Alexander Lloyd is looking to speak with SIPP Pension professionals in the Manchester area. We are partnered with a growing Pensions Consultancy who are looking to recruit for a Senior Pensions Administrator to their fast growing and collaborative administration SIPP Pensions team. Our client operates a flexible hybrid working environment of 2 - 3 days per week in the Manchester office. About the role: As a Senior Pensions Administrator, your key responsibilities will include a range of administration services to SIPP & SSAS scheme such as; Processing Pension contributions Transferring benefits and / or the administration and trusteeship Death benefit and divorce issues Dealing with property purchases Closing / Winding up a Pensions account or scheme Attending client meetings as and when required Assisting with project work Proactively suggest improvements to the teams' work processes, aiming to improve client service and efficiency As a senior member of the team, you will quality check colleagues work and provide support and coaching to the team when needed. Keys kills and experience required: A minimum of 3 years SIPP Pensions administration experience, either within another consultancy or wider financial services firm Strong organisational skills with logical approach to managing a portfolio of clients Good problem-solving skills Excellent communication skills (verbal and written) Think you're the right fit? Don't miss out and apply today!
Oct 07, 2025
Full time
About the company: Alexander Lloyd is looking to speak with SIPP Pension professionals in the Manchester area. We are partnered with a growing Pensions Consultancy who are looking to recruit for a Senior Pensions Administrator to their fast growing and collaborative administration SIPP Pensions team. Our client operates a flexible hybrid working environment of 2 - 3 days per week in the Manchester office. About the role: As a Senior Pensions Administrator, your key responsibilities will include a range of administration services to SIPP & SSAS scheme such as; Processing Pension contributions Transferring benefits and / or the administration and trusteeship Death benefit and divorce issues Dealing with property purchases Closing / Winding up a Pensions account or scheme Attending client meetings as and when required Assisting with project work Proactively suggest improvements to the teams' work processes, aiming to improve client service and efficiency As a senior member of the team, you will quality check colleagues work and provide support and coaching to the team when needed. Keys kills and experience required: A minimum of 3 years SIPP Pensions administration experience, either within another consultancy or wider financial services firm Strong organisational skills with logical approach to managing a portfolio of clients Good problem-solving skills Excellent communication skills (verbal and written) Think you're the right fit? Don't miss out and apply today!
Dynamite Recruitment are supporting a well established Business based near Portsmouth and the recruit of an Experienced SIPP Administrator to join their team. This is a really exciting time to join the company, with fantastic new clients & contracts enabling company growth, we can offer personal development opportunities available, including internal team management opportunities. As a Senior SIPP Administrator , you will be responsible for administering the full life cycle of SIPPs, handling complex pension tasks, supporting colleagues, and ensuring accuracy, compliance, and excellent client service. Key Responsibilities Set up new SIPPs and manage key processes such as contributions, transfers, and drawdown benefits Handle complex transactions, escalated cases, and statutory reporting Perform quality checks and provide technical guidance to team members Assist with training, mentoring, and developing team knowledge Support process improvements to enhance efficiency and service standards Build strong client relationships and manage complex queries professionally Ensure compliance with relevant regulations and maintain accurate records What We're Looking For We re seeking a detail-focused professional with strong organisational skills and a passion for delivering excellent service. You should be comfortable working independently and collaboratively, with the ability to manage multiple priorities effectively. Skills & Attributes Excellent attention to detail and high accuracy Strong communication and interpersonal skills Proactive, supportive team player Confident in managing workloads and meeting deadlines Proficient in Microsoft Office Experience & Knowledge Prior experience in pension administration, particularly SIPPs, is desirable Knowledge of pensions legislation and HMRC regulations is an advantage Relevant pensions qualifications (or working towards) are beneficial We can offer exam support, career development, Hybrid working, as well as work around 'school hours' if desired. £30,000 - £35,000 + Bonus For more information please apply or contact Tegan at Dynamite Recruitment
Oct 02, 2025
Full time
Dynamite Recruitment are supporting a well established Business based near Portsmouth and the recruit of an Experienced SIPP Administrator to join their team. This is a really exciting time to join the company, with fantastic new clients & contracts enabling company growth, we can offer personal development opportunities available, including internal team management opportunities. As a Senior SIPP Administrator , you will be responsible for administering the full life cycle of SIPPs, handling complex pension tasks, supporting colleagues, and ensuring accuracy, compliance, and excellent client service. Key Responsibilities Set up new SIPPs and manage key processes such as contributions, transfers, and drawdown benefits Handle complex transactions, escalated cases, and statutory reporting Perform quality checks and provide technical guidance to team members Assist with training, mentoring, and developing team knowledge Support process improvements to enhance efficiency and service standards Build strong client relationships and manage complex queries professionally Ensure compliance with relevant regulations and maintain accurate records What We're Looking For We re seeking a detail-focused professional with strong organisational skills and a passion for delivering excellent service. You should be comfortable working independently and collaboratively, with the ability to manage multiple priorities effectively. Skills & Attributes Excellent attention to detail and high accuracy Strong communication and interpersonal skills Proactive, supportive team player Confident in managing workloads and meeting deadlines Proficient in Microsoft Office Experience & Knowledge Prior experience in pension administration, particularly SIPPs, is desirable Knowledge of pensions legislation and HMRC regulations is an advantage Relevant pensions qualifications (or working towards) are beneficial We can offer exam support, career development, Hybrid working, as well as work around 'school hours' if desired. £30,000 - £35,000 + Bonus For more information please apply or contact Tegan at Dynamite Recruitment
SIPP Pensions Administrator - Hybrid Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels. Offered on a a hybrid basis 3 days in the office / 2 days at home. Key Responsibilities The successful candidate will manage complex SIPP administration processes with minimal supervision while providing mentorship to junior team members. Prior SIPP experience is essential for this position. Core responsibilities include: End-to-end SIPP administration including establishment, transfers, contributions and benefit payments Processing both cash and in-specie transfers Managing drawdown arrangements including PCLS calculations and income payments Executing pension payroll functions Delivering accurate regulatory and client reporting Conducting daily banking reconciliations and processes Senior team members will also: Perform quality assurance checks on team output Resolve complex pension administration queries Deliver training and knowledge transfer to colleagues Contribute to process improvement initiatives Provide technical input on system enhancements Build and maintain strong relationships with clients Support strategic projects as needed Required Experience & Qualities Proven SIPP administration experience (essential) Exceptional attention to detail with strong compliance awareness Outstanding written and verbal communication abilities Career focus on financial services progression Flexibility for occasional client site visits Resilience and composure in high-pressure situations Self-motivated with strong independent working capabilities Advanced organizational skills with ability to manage competing priorities Proficient with Microsoft Office applications Strong educational background, degree-level preferred Pension qualifications advantageous
Oct 01, 2025
Full time
SIPP Pensions Administrator - Hybrid Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels. Offered on a a hybrid basis 3 days in the office / 2 days at home. Key Responsibilities The successful candidate will manage complex SIPP administration processes with minimal supervision while providing mentorship to junior team members. Prior SIPP experience is essential for this position. Core responsibilities include: End-to-end SIPP administration including establishment, transfers, contributions and benefit payments Processing both cash and in-specie transfers Managing drawdown arrangements including PCLS calculations and income payments Executing pension payroll functions Delivering accurate regulatory and client reporting Conducting daily banking reconciliations and processes Senior team members will also: Perform quality assurance checks on team output Resolve complex pension administration queries Deliver training and knowledge transfer to colleagues Contribute to process improvement initiatives Provide technical input on system enhancements Build and maintain strong relationships with clients Support strategic projects as needed Required Experience & Qualities Proven SIPP administration experience (essential) Exceptional attention to detail with strong compliance awareness Outstanding written and verbal communication abilities Career focus on financial services progression Flexibility for occasional client site visits Resilience and composure in high-pressure situations Self-motivated with strong independent working capabilities Advanced organizational skills with ability to manage competing priorities Proficient with Microsoft Office applications Strong educational background, degree-level preferred Pension qualifications advantageous
