Job Title: Senior SIPP Pensions Administrator Interim
Rate: £17 - £23 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
About the Role
Hartley Pensions is looking for experienced SIPP Pensions Administrators to support us in an important transitional phase for the business. We are offering a unique opportunity for SIPP administrators to oversee the reconciliation of our client’s accounts and assist with the transferring of SIPPs away from the business.
You will play a pivotal role in company operations and in providing a high-quality service to clients during this important period for the business.
Responsibilities
* Administer the reconciliation of our client’s SIPPs.
* Update clients on their SIPP valuation.
* Contact and liaise with investment providers, banks & stakeholders to get an updated statement for the client’s SIPP.
* Process SIPP transfers out and retirement requests 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.
* Proactively identify risk within the department and escalate any concerns to the Team Leader or the Operations Director.
Skills and Experience
To be successful, you must demonstrate involvement in the reconciliation of clients’ accounts, transferring pensions out, and have the ability to meet tight deadlines while multi-tasking. Ideally, we are looking for someone who can demonstrate experience in the following areas:
* Able to administer pension reconciliation. If you have experience in Banks reconciliation, please highlight this in your CV/application.
* The ability to take responsibility for own administration.
* The capability to explain complex information simply and clearly.
* Experience in SIPP pensions and the ability to investigate transactions.
* A strong understanding of legislation surrounding pensions.
Not essential but please note on your CV if you have any of the following:
* Experience using systems such as SIPP Pro or Platinum Pro.
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!
How to Apply
Please email your CV to Recruitment@hartleypensions.com. When you apply, please include the following information in your email:
* The role you are applying for – Interim Senior SIPP Pensions Administrator
* The working hours you are looking for
* Current situation and availability
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. We provide white label SIPPs for a number of leading investment and trading platforms, currently serving around 16,000 clients.
Diversity is important to us. Growing, maintaining, and promoting a diverse team is a top priority. 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.
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