SIPP Administrator

Job Description

Role is based in Portsmouth 

As a SIPP Administrator, you will work as part of a team responsible for administering the full life cycle of Self-Invested Personal Pensions (SIPPs). The role is varied, fast-paced, and offers exposure to all aspects of pension administration. You will need to demonstrate flexibility, adaptability, and the ability to manage priorities effectively. 
This role also provides a clear pathway for progression to a Senior SIPP Administrator. 

Responsibilities 

Your day-to-day activities will cover a wide range of administrative tasks including, but not limited to: 
New Business Administration 

• Setting up new SIPPs and issuing welcome documentation
• Managing due diligence processes and ensuring compliance checks are completed

 
Transaction Processing 

• Processing contributions, transfers in and out (cash and in-specie), and investments
• Managing pension payroll and benefit crystallisations (PCLS and income drawdown)
• Handling bank reconciliations, daily banking tasks, and client money movements

 
Ongoing Scheme Administration 

• Maintaining accurate records for all client interactions and transactions
• Preparing and issuing annual statements and statutory reporting
• Ensuring compliance with HMRC regulations, legislative requirements, and internal controls

 
Client Relationship Management 

• Responding promptly and professionally to client queries
• Building strong relationships with clients to enhance service delivery
• Understanding client-specific working practices to tailor administration services accordingly

 
Process & Continuous Improvement 

• Actively contributing to the review and improvement of processes and procedures
• Supporting the implementation of system enhancements and automation initiatives

Participating in ad-hoc projects aimed at service improvement and efficiency gains

About you 

We expect you to demonstrate: 

• Accuracy and Attention to Detail– High standards of accuracy in all aspects of administration and record-keeping 
• Collaboration and Teamwork– A proactive and supportive team player who shares knowledge and ideas 
• Communication Skills– Clear and professional communication, both written and verbal 
• Organisation and Prioritisation– Strong ability to manage competing priorities and meet deadlines effectively 
• Technical Proficiency– Competent IT skills, particularly in Microsoft Office applications
  

•  Experience and Knowledge– Previous experience in pensions administration, ideally with SIPPs; understanding of pensions legislation and HMRC regulations (advantageous); relevant pensions qualifications, or working towards them (beneficial but not essential)

Your Commitment 

• Take responsibility in everything you do to deliver good outcomes for our customers
• Positively demonstrate the Nucleus values and behaviours
• Ensure compliance with the Code of Conduct at all times
  

A little about us  
We’re the Nucleus Financial Platforms group and we help make retirement more rewarding.  
People come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.  

Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.  

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.  

Inclusion and diversity at Nucleus  
As with most things in life, who cares, wins. We really care about inclusion.  
For us it’s not a tick bo

x exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.  

More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.  

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.  

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