Job Title: Senior Pension Administrator - Interim
Rate: £18 - £23 *Negotiable on experience
Type: Self employed
Working hours: Monday to Friday, 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
Here at Hartley Pensions we looking for an Interim Senior Pensions Administrator to support us in the reconciliation of our client’s accounts and able to administrator the whole life cycle of a SIPP with a focus on transfers to retirement. You will be involved in the project of investigating our client’s SIPP portfolios and finding any discrepancies and missing information. You will be involved in simple to complex SIPP queries.
What you'll be doing
Your responsibilities for this role include but not restricted to:
* Administer the reconciliation of our client’s SIPPs.
* Update clients on their SIPP valuation.
* Contact and liaise with investment providers or banks to get an updated statement for the client’s SIPP.
* Processing SIPP transfers out and retirement request as per instructions from our clients.
* Liaise and collaborate with our team of 8 Pension administrators/SIPP Managers.
* Liaise with pension schemes/providers to obtain pension information.
* Proactively identify risk within the department and escalates any concerns to Team Leader or Operations Director.
Skills and experience
To be successful you must be able to demonstrate that you have been involved in the reconciliation of clients’ accounts, transferring pensions out, organised to meet tight deadlines, have the ability to multi-task, be empathic and resilient. Ideally, we are looking for someone who is able demonstrate their 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
* Experienced in SIPP pensions and the ability to investigate transactions
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.
If you’re interested in working on a project that involves the reconciliation of simple to complex SIPP cases and you have most of the skills or experience we're looking for, please go ahead and apply today. We'd love to hear from you!
How to APPLY
Please email your CV to Recruitment@hartleypensions.com. When you apply please include the below information in your email:
* Your name
* The role you are applying for - Senior Pensions/SIPP Administrator – Interim
* Your location
* The working hours you are looking for
* Current situation, a brief overview of why you would be suitable for this role and availability.
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.
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.