Job Description
Meraki Talent are working with a global pensions group, who are looking to appoint experienced SIPP Administrators for an expanding operation in Edinburgh.
Working as part of an established team, you will be instrumental in delivering the day to day administration duties for all aspects of SIPP administration.
Key duties will include;
This is a varied and busy role, which would suit those able to prioritise various workstreams, whilst meeting client deadlines. It is imperative applicants have the ability to build and develop relationships with advisors and clients, delivering a first class service.
Applicants s...
Working as part of an established team, you will be instrumental in delivering the day to day administration duties for all aspects of SIPP administration.
Key duties will include;
- Processing SIPP transfer out requests
- Processing new business applications
- Liaising with IFA's, Solicitors and Lenders
- Complete Transfers In
- Completion of investment applications
- Processing payments for clients in retirement
- Carrying out technical pension calculations
This is a varied and busy role, which would suit those able to prioritise various workstreams, whilst meeting client deadlines. It is imperative applicants have the ability to build and develop relationships with advisors and clients, delivering a first class service.
Applicants s...
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