Job Description
Type: Contractor,
Hours: Monday to Friday, 9am – 5pm, 35 hours per week
Work Pattern: Flexible work pattern between office and home after training period
Location: Bristol, BS1
Reporting To: Operations Director
This is a highly unique and rewarding opportunity for an experienced pension specialist to take on a leading role within Hartley Pensions during a significant period of transition. You will be entrusted with managing and reconciling an entire book of SIPP portfolios, overseeing the end-to-end process of manually transferring these accounts to new operators.
If you have substantial experience at a senior level in SIPP or SSAS administration and want to play a pivotal, hands-on role in a business's transformation, we want to hear from you.
The Role
As Interim Pension Specialist, you will be given ownership and responsibility for a dedicated book of business, including:
* Comprehensive administration: You will manage a caseload of client SIPPs across multiple books of business, handling administrative requests across all areas.
* Case complexity: This will include dealing with complex cases, such as those where property is held within the SIPP.
* Reconciliation and transfer management: You will perform detailed reconciliation of client SIPPs and play a key role in the manual transfer of accounts to new providers.
* Exceptional client service: You will ensure efficient processing of administrative requests, covering tasks like benefit calculations, drawdowns, disinvestments, crystallisation splits, death benefits, and bank reconciliations.
* Multi-stakeholder liaison: You will communicate and coordinate effectively with internal teams, clients, IFAs, and receiving schemes to ensure smooth transfers.
* Leadership and oversight: You will take a dependable and accountable approach, overseeing the work of others and mentoring more junior colleagues. This includes identifying and addressing areas for improvement within the process.
About You
The successful candidate will demonstrate:
* Substantial senior-level experience in SIPP or SSAS pension administration.
* Significant experience in handling pension transfers.
* A strong academic understanding of UK pension legislation and regulations.
* The ability to manage a complex and varied workload with exceptional attention to detail.
* Proven experience in training and supporting less experienced team members.
What We Offer
* A highly competitive salary: Remuneration is in the top 10% of pension providers, reflecting the seniority and importance of this role.
* Meaningful impact: This is a rare opportunity to play a leading part in assisting a business through a crucial transitional period.
* Hybrid working: Enjoy a flexible balance of working from the Bristol office and from home once completed the training period.
Interview:
One stage, 60-minute interview with competency-based questions
About us
Hartley Pensions is a SIPP and SSAS operator. Hartley Pensions provide white label SIPPs for a number of leading investment and trading platforms. Diversity is important to us. Growing, maintain 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.