Senior Transfer Specialist
Type:
Contractor, self-employed
Hours:
Monday to Friday, 9am – 5pm, 35 hours per week
Work Pattern:
Hybrid (3 days in the office, 2 days from home)
Location:
Bristol, BS1
Reporting To:
Pension Manager & Operations Director
About
Hartley Pensions are looking for an Interim Senior Pension Transfer Specialist to help support the organisation during an important transitional phase for the business.
We are offering a highly unique and rewarding opportunity for an experienced pension administrator to provide a leading role in the reconciliation of our client's SIPP portfolios before manually transferring them to new operators.
Applicants for this role must have substantial experience working with SIPP or SSAS pension administration. In particular, the successful candidate will have worked in pension transfers and has a strong academic understanding of UK pension legislation and regulations.
Role:
The successful applicant will be able to transfer a case load of client SIPPs over multiple books of business. An essential part of this role is being able to go above and beyond in providing an exceptional service to our clients by ensuring the efficient processing of pension related administrative requests.
Your main duties as a Senior Transfer Specialist will crucially involve the reconciliation of our client's SIPP accounts and the transferring of these to new HMRC registered pension operators. This involves liaising with multi-party stakeholders across different areas of the business, maintaining clear and transparent communication to our clients, Business Partners and receiving schemes.
With the above in mind, it is therefore crucial that you are someone who can handle complex and varied workloads. You are also someone who is willing to support and train more junior colleagues. In addition, you are someone who is dependable, can work under pressure and able to oversee the work of others by identifying and addressing areas where improvement is required.
This is an opportunity that not only pays within the top 5% of pension providers but allows you to play a leading part in assisting a business during a highly unique transitional 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.