Job Title: Senior Pension Administrator - Interim
Rate: £20 to £30+ per hour (depending on experience)
Type: Contract, self employed
Working Hours: Monday to Friday 9am – 5pm, up to 35 hours per week – office based
Work Pattern: Office based or Hybrid (3 days in the office, 2 days working from home)
Location: Bristol, City Centre BS1
Reporting to: Operations Director
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 opportunity for a SIPP administrator to help oversee the reconciliation of our client’s accounts and assist with the transferring of SIPPs 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
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.
Processing SIPP transfers out and retirement request as per instructions from our clients & IFAs.
Liaise and collaborate with our team of 6 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.
Not essential but please note on your CV if you have any of the following:
• If you have experience using systems such SIPP Pro or Platinum Pro.
• Bank reconciliation experience.
We know that sometimes people can be put off applying for a job if they don't tick every box.
If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!
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.
We currently have around 16,000 clients. 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