SIPP And SSAS Administrator

  • Location

    Edinburgh, Scotland

  • Sector:


  • Job type:


  • Salary:

    £25000 - £27000 per annum

  • Contact:

    Ben Everingham

  • Contact email:

  • Job ref:


  • Published:

    about 2 years ago

  • Expiry date:


MB Fitzgerald are currently working with a leading firm of IFA's who are int eh market for a new SIPP and SSAS Administrator.

As a result of continued growth this opportunity will provide an environment for a candidate with existing SIPP/SSAS experience to develop and progress within an award winning organisation.

Key Responsibilities:

  • Process and issue annual review packs, client quotations and retirement option packs to clients using system
  • Use investment manager portals to download and integrate valuations in to system software
  • Download and process into excel charts monthly and quarterly management information, using system
  • Identify assets classed as non-standard by the FCA on a quarterly basis and process in to excel charts, via online investment manager portals
  • Manually update bank transactions from both paper and electronic statements in to accounts within system valuations from paper valuation statements
  • In periods of absence of the Payments & Reconciliations administrator, provide assistance of dealing with banking requirements, invoice creations, fee payments and HMRC led tasks, such as Payroll and VAT