Average Investment Administrator salary in Edinburgh

Senior Pensions AdministratorIsio’s Pensions Administration business continues to thrive, growing year on year. To support our ambitious growth plans we are looking for technically competent and member focused Senior Pension Administrators.We currently have positions which can be based in our Croydon, Birmingham, Manchester, Reading, Belfast, Glasgow or Edinburgh city centre offices with a hybrid workstyle.What does the role entail?You will be responsible for delivering great service to a portfolio of Defined Benefit pension scheme clients and their members. This will include:Understanding and ensuring scheme activities are processed in line with the scheme rules, taking responsibility for all work to ensure delivery is of a high standard and is in accordance with client Service Level Agreements (SLAs).Performing complex pensions calculations, entering pensions data and answering enquiries to the required standard using both automated and non-automated manual/system processes across a wide range of member or scheme events.Communicating with clients and members on complex queries, including occasional attendance at trustee and client meetings.Peer reviewing and checking work to ensure it is of a high standard and compliant with scheme rules and legislation.Keeping abreast of technical developments, procedural and legislative changes impacting your portfolio or scheme.Developing less experienced team members, mentoring and coaching as necessary.Updating the Team Manager with any team or client concerns and presenting potential solutions.Managing small scale, ad hoc projects as needed.Working closely with the risk and compliance team to ensure errors, omissions and complaints are handled as accordance with agreed procedures and within appropriate timescales.Providing excellent service to our pension scheme members, through accurate, timely and empathetic contact, via phone, email, post and web contact.Developing your knowledge and understanding of the pensions industry by keeping up to date with relevant pensions regulations and legislation.Being positive and professional at all times to build strong relationships with othersWhat we’re looking forAbility to perform complex pension calculations, and the ability to peer review other calculations to a high standard of accuracy.Strong knowledge of member calculation processes, Defined Benefit (DB) scheme knowledge, scheme types and governing legislation issues.Excellent member service focus with the ability to deal with a variety of people, building relationships and managing expectations.Good communication skills, and the ability to communicate with clients, members and colleagues in a positive way.Excellent organisational skills with the ability to manage multiple tasks simultaneously to achieve SLAs.Strong general IT skills, comfortable with MS Office and other system functionality.What you can expect in returnA competitive salary and market leading bonus scheme with stretch targets for high performanceStudy support to help you achieve professional qualifications, with salary increases for exam passesWhy Join IsioIsio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & BenefitsAbout IsioA progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us.

We are recruiting two experienced Pension Administrator to join an established SIPP administration team. This is a great opportunity for someone with pensions experience and strong SIPP knowledge who is looking for their next career move.You will manage a varied caseload, working closely with clients, Financial Advisers, investment providers and internal teams to deliver accurate and timely pension administration.Key ResponsibilitiesDay-to-day administration of SIPPsProcess PCLS, drawdown and regular/ad-hoc retirement paymentsComplete retirement, bereavement and pension divorce calculationsArrange investment withdrawals and process income tax via HMRC systemsProcess death and beneficiary paymentsLiaise with clients, Advisers and investment providersTrack cases through to completion and work within agreed SLAsSupport wider SIPP/SSAS administration when requiredMaintain high standards of quality, compliance and risk managementAbout YouSIPP knowledge and administration experienceGood understanding of pension rules, drawdown and investmentsStrong numerical, organisational and attention-to-detail skillsExcellent written and verbal communicationConfident working with clients and Financial AdvisersProficient in Microsoft Office, particularly ExcelThe company offers good benefits and hybrid working.For more information please contact Lynn Wilson on or email At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Investment Taxes Assistant Manager - Group Tax (12 Month FTC)EdinburghFull timePosted Yesterday160261End DateThursday 15 October 2026Salary Range£48,987 - £54,430We support flexible working - click here for more information on flexible working optionsFlexible Working OptionsHybrid WorkingJob Description Summary.Job DescriptionJOB TITLE: Investment Taxes Assistant Manager - Group Tax (12 Month FTC)SALARY: £48,987 - £54,430LOCATION(S): Edinburgh, Bristol, Halifax & LeedsHOURS: Full-timeWORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.About this opportunityAt Lloyds Banking Group we're driven by a clear purpose: to help Britain prosper. Our colleagues are passionate about making a difference to customers, businesses and communities. Finance is key to that success, by securing and building the financial strength and performance of the Bank. But we need dedicated people like you if we're to continue to innovate and adapt to the meet the ongoing needs of our customers. Join us and you can make a real difference.Could you help us make this possible?The Operational Taxes Team is part of Group Tax and is responsible for the oversight of the Operational Tax risks of Lloyds Banking Group as a whole. This role involves working as part of a team and would provide informative, high quality, sophisticated output, advice and mentorship tailored to senior partner needs, operating as an Operational Tax specialist. The main focus of the role will be on Investment Taxes for the Insurance & Wealth business.We're looking to appoint an assistant manager on a 12-month fixed term contract. Your role will be to provide oversight of tax processes, completed by appointed Custodians, including receipt of overseas investment income net of treaty withholding tax rates, tax reporting and tax compliance processes for UK Open Ended Investment Companies (OEICs) and investment funds. These processes are undertaken by third party outsourcers, and the oversight work ensures that they are carried out to the required high standards and timescales as detailed in service level agreements, so that the funds' tax position is fully understood and controlled in an efficient manner.You would also review withholding tax processes for territories and rates not covered by the outsourcing arrangements. This means you'll work closely with project teams, advisory teams and external advisors on developments affecting the investment portfolio, to grow our service and make valuable contributions for our customers by improving their return on investment.What you'll be doing:Help oversee double taxation treaty work completed by Custodians.Complete and supply tax treaty documentation and supplementary information to external parties.Ensure tax work by external Custodians and Fund Administrators is completed per terms of Service Level Agreements, providing feedback on the service received.Collaborate with external advisors to file withholding tax recovery claims, where countries / rates aren't supported by Custodians, to increase the OEICS return on investments.Work with LBG tax colleagues on projects and initiatives including OEIC closures and adopting automated solutions to increase efficiency and enhance risk management.Keep abreast of foreign market tax developments and provide input on Audit enquiries.Why join us?We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.What we're looking for:Specialist Investments Tax knowledge including overseas tax and withholding tax rules for Open Ended Investment Companies (OEICs) and other collective investments.Proven track record of working in the tax function of a large corporate group or professional accounting organisation, preferably in the Financial Services sector.Experience of providing oversight of outsourced withholding tax and OEIC tax compliance processes including the appointment of overseas tax agents.Experience of attaining global double taxation treaty rates, via relief at source, reclaims and completion of associated tax documentation.Understanding of withholding tax accounting policies.A tax or accounting qualification is preferable.A natural when it comes to relationship management skills, with a proven ability to analyse, challenge and influence.As an Advisory role, experience in managing different partner relationships.Strong communication skills and ability to work with a range of partners.Ability to see the bigger picture and think commercially.You'll be joining an experienced Operational Taxes team that advise the Group on all Operational Taxes matters including Pensions tax reporting and all customer tax reporting including Bank & Building Society Interest (BBSI), Other Interest (OI), ISAs, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS) etc. For this role, it's the Investment Tax experience that is key. This is a great opportunity to use your knowledge to contribute to our investment funds and grow your experience to help you shape an exciting career!We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.This is a place for youWe offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.We also offer a wide-ranging benefits package, which includes:A generous pension contribution of up to 15%An annual performance-related bonusShare schemes including free sharesBenefits you can adapt to your lifestyle, such as discounted shopping28 days' holiday, with bank holidays on topA range of wellbeing initiatives and generous parental leave policiesReady to make an impact? Apply today!At Lloyds Banking Group, we're...