Pension Transfer Specialist
Rate: £175 - 200+ a day (subject to experience & interview competencies)
Hours: Monday to Friday, 9am – 5pm, 35 hours per week
Work Pattern: Hybrid (3 days in the office, 2 days from home)
Location: Newport, Wales, United Kingdom
Reporting To: Pension Manager & Operations Director
About the Role
Hartley Pensions is seeking an experienced Pension Transfer Specialist to support the organization during a critical transitional phase. This role offers a unique opportunity for a pension administrator with substantial SIPP or SSAS pension experience, particularly in pension transfers, to lead the reconciliation and transfer of client SIPP portfolios to new operators.
Responsibilities
* Reconcile SIPP accounts and transfer them to HMRC-registered pension operators.
* Coordinate with stakeholders across various departments, maintaining clear communication with clients, business partners, and receiving schemes.
* Manage complex workloads and support junior colleagues.
* Ensure efficient processing of pension administrative requests and deliver exceptional client service.
Qualifications
* Substantial experience with SIPP or SSAS pension administration.
* Strong knowledge of UK pension legislation and regulations.
* Ability to handle complex cases and workloads.
* Dependability, resilience under pressure, and leadership skills.
Additional Information
This position offers a salary within the top 5% of pension providers and involves a one-stage, 60-minute interview focused on competencies.
Note: Hartley Pensions has been in trading administration since July 2022 and cannot provide sponsorship at this time.
#J-18808-Ljbffr