Technical Senior SIPP Administrator*

Recruitment agency: Morris Sinclair Recruitment

Location: Fully Remote (UK-based required) 

Temporary: 6 months

Salary: Not listed

  • Technical Senior SIPP Administrator – HMRC Reporting & Transition Support (Contract)
    Contract Details
    Contract Length: 6 months

    Rate: Competitive day rate (DOE)
    Location: Fully Remote (UK-based required)

    Overview
    We are supporting a growing financial services organisation seeking an experienced Senior SIPP Administrator to provide specialist support during a key operational period.

    This role combines hands-on SIPP administration, HMRC reporting expertise, and knowledge transfer responsibilities, making it ideal for a technically strong contractor who can deliver immediate impact while supporting long-term capability within the business.

    Role Purpose
    To deliver high-quality end-to-end SIPP administration across a complex portfolio, while taking ownership of HMRC reporting obligations, technical oversight, and structured handover to the internal team.

    Key Responsibilities
    SIPP Administration & Case Management

    • Oversee full lifecycle administration of SIPPs, from onboarding through to ongoing servicing

    • Process contributions, transfers (in/out), crystallisations, and benefit payments

    • Manage drawdown activity, including pension payroll calculations

    • Take ownership of complex, non-standard, and high-value cases

    • Ensure all activities are completed accurately, efficiently, and in line with FCA and HMRC requirements

    HMRC Reporting & Tax Compliance

    • Prepare and submit Event Reports, including benefit crystallisation and other reportable events

    • Complete Accounting for Tax (AFT) returns, including calculation and reporting of scheme tax charges

    • Manage and submit Relief at Source (RAS) claims within required timelines

    • Complete and maintain Pension Scheme Returns (PSR)

    • Monitor and report on lump sum allowances and post-LTA regulatory requirements

    • Support reporting requirements for overseas transfers (QROPS) where applicable

    • Ensure all HMRC submissions are accurate, timely, and compliant with current legislation

    Technical Oversight & Quality Assurance

    • Act as a subject matter expert on SIPP regulation and pension tax rules

    • Review and check work completed by team members to ensure accuracy and compliance

    • Provide technical guidance on complex cases and regulatory interpretation

    • Maintain up-to-date knowledge of pension legislation and HMRC changes

    Client & Stakeholder Management

    • Liaise with clients, advisers, and third parties to resolve queries efficiently

    • Maintain high service standards and clear communication across stakeholders

    • Support resolution of complex or escalated issues

    Process Improvement

    • Identify opportunities to improve operational efficiency and controls

    • Assist in enhancing internal processes and documentation

    • Support consistent delivery of high-quality administration across the team

    Knowledge Transfer & Transition Support (Key Focus)

    • Train internal pensions team on SIPP processes, HMRC reporting, and best practices

    • Document procedures, workflows, and technical requirements

    • Support a structured handover of responsibilities to the permanent team

    • Act as a subject matter expert during transition, ensuring continuity and confidence in ongoing administration

    • Contribute to building a sustainable, scalable internal SIPP function

    Candidate Profile

    Essential

    • 5+ years’ experience in SIPP administration (end-to-end lifecycle)

    • Strong working knowledge of HMRC pension reporting (Event Reports, AFT, RAS, PSR)

    • Proven experience handling complex pension cases independently

    • Strong understanding of UK pension legislation and regulatory requirements

    • High level of accuracy and attention to detail

    • Ability to work autonomously in a remote environment

    Desirable

    • Experience supporting team training, mentoring, or transitions

    • Exposure to scheme implementations or internalisation of pension services

    • Professional qualifications (CII, PMI, or equivalent)

    Why Apply?

    • Immediate contract with a well-regarded organisation

    • Fully remote

    • High-impact role combining technical, operational, and strategic input

    • Opportunity to shape and support a long-term internal pensions capability

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