Senior SIPP Administrator

Role is based in Portsmouth

As a Senior SIPP Administrator, you will play a key role in administering the full life cycle of Self-Invested Personal Pensions (SIPPs). In addition to handling complex pension administration tasks, you will support the team through quality checking, coaching, and acting as the first point of contact for queries. You will contribute to maintaining high standards of service, accuracy, and compliance, while fostering the development of your colleagues.

Responsibilities
Your day-to-day responsibilities will include:

Core Administration Duties

• Setting up new SIPPs and issuing welcome documentation
• Processing contributions, transfers in and out (cash and in-specie)
• Administering pension payroll and drawdown benefits (including PCLS and income)
• Handling complex transactions and escalated cases
• Preparing and issuing annual and statutory reports
• Ensuring accurate daily reconciliations and banking processes

Senior Responsibilities

• Quality Control – Checking the work of other team members to ensure accuracy, compliance, and adherence to internal procedures and regulatory requirements
• Team Support – Acting as the first point of contact for internal queries, offering technical guidance and resolution support to colleagues
• Training & Development – Delivering training and mentoring to team members on processes, systems, and best practice
• Process Improvements – Contributing to the ongoing development and refinement of procedures to enhance efficiency, accuracy, and service delivery

Client Relationship Management

• Building and maintaining strong relationships with our clients
• Understanding client-specific requirements and tailoring services accordingly
• Responding to complex client queries in a professional and timely manner

Compliance & Risk Management

• Ensuring full compliance with HMRC regulations, pensions legislation, and FCA guidelines
• Maintaining accurate and up-to-date records
• Supporting audits, regulatory reporting, and risk management processes

About you
We expect you to demonstrate strong organisational skills and a passion for delivering excellent service. You should be comfortable working independently as well as part of a team and able to manage competing priorities with confidence:

• 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 – Excellent 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 box 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.