Award Winning Recruitment Lead | Financial Services | University of Exeter Graduate
Rate: Competitive
Location: Bristol, City Centre BS1
Hours: Monday to Friday 9am – 5pm, up to 35 hours per week – (3 days in the office, 2 days working from home)
Hartley Pensions are looking for experienced pension administrators to support us in an important transitional phase for the business.
We are offering a highly unique and rewarding opportunity for you to provide a leading role in the reconciliation of our client's SIPP portfolios before manually transferring them to new operators.
Role:
To administer a set case load of client SIPPs based on the relevant book of business, providing an exceptional service by ensuring the smooth and efficient processing of administrative requests. This includes:
* Benefit calculations
* Processing drawdown requests
* Disinvestments
* Crystallisation splits
* Death benefits
* Valuation reports & providing updates to clients, IFAs and relevant parties
Your main duties as a Senior Pension Administrator will not only involve the standard BAU of pension administration (outlined above) but crucially the reconciliation of our client's SIPPs and to assist with transferring them over to new operators via manual transfers.
It is therefore essential that you are someone who can handle complex and varied workloads. You are also someone who is willing to learn and develop.
We welcome candidates from a DB/DC background who are willing to learn and develop in SIPP administration. Training and development are provided although this is not an entry level role and we fully expect successful applicants to essentially hit the ground running.
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 SIPPs for a number of leading investment and trading platforms. Diversity is important to us. Growing, maintaining and promoting a diverse team is a priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply.
** Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.
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