Senior Pension Administrator
Contract
Monday to Friday 9am – 5pm, up to 35 hours per week – office based
Office based or Hybrid (3 days in the office, 2 days working from home)
Bristol, City Centre BS1
Operations Director
Hartley Pensions are looking for an experienced Pension Administrator to support us in an important transitional phase for the business.
We are offering a highly unique opportunity for a SIPP administrator to help oversee the reconciliation of our client's accounts and assist with the administration of our client's SIPPs whilst they begin to be transferred away from the business.
You will therefore play a pivotal role in company operations and in providing a high-quality service to clients during this important period for the business.
What you'll be doing
As an Interim Senior Pension Administrator, you will be doing the following:
* Administer the reconciliation of our client's SIPPs.
* Update clients on their SIPP valuation.
* Contact and liaise with investment providers, banks & stake holders to get an updated statement for the client's SIPP account.
* Processing retirement requests as per instructions from our clients & IFAs.
* Liaise and collaborate with our team of Pension administrators & SIPP Managers.
* Liaise with pension schemes/providers to obtain pension information.
* Administer drawdown requests, benefit calculations, process death benefits & transfers.
* Proactively identify risk within the department and escalates any concerns to the Team Leader or the Operations Director.
Interview process:
One stage, 40-60 minutes competency-based and Q&A interview.
About us
Hartley pensions is a SIPP (Self-Invested Personal Pension) and SSAS (Small Self-Administered Scheme) operator. Hartley pensions provide white label SIPP's for a number of leading investment and trading platforms.
Here at Hartley pensions diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply.
Join us in creating a workplace where everyone feels valued, respected, and empowered to thrive.
***Please note, we are unable to provide employment sponsorship to candidates.