- Processing New Business applications, ensuring smooth onboarding of new members.
- Managing Investment transactions, liaising with financial institutions and clients.
- Handling Tax-Free Cash Payments and other pension withdrawals efficiently.
- Providing excellent service to members and Financial Advisers, addressing queries professionally.
- Ensuring compliance with regulatory requirements and internal procedures.
- Contributing to the continuous improvement of processes within the team.
Back to searchSIPP Administrator
Meraki Talent Limited
Posted 19 hours ago, valid for 23 days
Glasgow, City of Glasgow G62 6EP, Scotland
Full Time
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Sonic Summary
- Meraki Talent is seeking experienced Pensions Administrators with a focus on Self Invested Personal Pensions (SIPPs).
- The role involves processing new business applications, managing investment transactions, and handling tax-free cash payments efficiently.
- Candidates should have prior experience in pension administration, particularly with SIPPs or SSAS, along with a strong understanding of pension regulations.
- The position offers a competitive salary along with benefits such as hybrid working, flexible hours, and an annual discretionary bonus.
- Applicants are expected to have excellent attention to detail and the ability to manage multiple priorities, with a minimum of 2 years of experience in the field.
