Technical Senior SIPP Administrator

Company: Morris Sinclair Recruitment
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Job Description:

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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Posted: May 5th, 2026