Lead Pensions Administrator – SIPP & SSAS

About the role

We are seeking a Lead Pensions Administrator to manage bespoke SIPP and SSAS administration for a leading financial and pensions firm. The role combines technical expertise, client support, and team leadership in a hybrid working environment.

Key responsibilities

• Set up new business applications and prepare client correspondence.
• Maintain up‑to‑date electronic records and ensure smooth operational flow.
• Manage bank balance reconciliations, create invoices, process payroll and oversee VAT and tax relief compliance.
• Build strong relationships with partners and coordinate with regulatory bodies.
• Provide technical support to advisers, clients and the internal team.
• Line‑manage a small team of administrators, guiding performance and development.

Required profile

• Proven administration team‑lead experience within a pensions environment, preferably with SIPP and SSAS knowledge.
• Background in an independent trustee or investment‑management setting is advantageous.
• Strong organisational skills and the ability to produce high‑quality documents.

Required skills

• Advanced Excel (spreadsheets, basic formulas).
• Microsoft Word and Outlook proficiency.
• Experience with Delta’s Platinum and Report~Pro systems.
• Familiarity with Bank of Scotland’s iSite and Corporate Banking Online platforms.
• Microsoft SharePoint.
• Watermark Technologies.

What we offer

• Competitive salary £40,000‑£45,000 per year.
• Pension scheme, private health cover and performance bonus.
• 25 days holiday (plus purchase option).
• Hybrid working – 3 days in the Edinburgh office, 2 days remote.