Senior Pension Administrator

Direct message the job poster from Hartley Pensions Limited

SENIOR SIPP PENSIONS ADMINISTRATOR

Role: Senior SIPP Pensions Administrator – Interim

Rate: Competitive (subject to experience & interview competencies)

Location: Bristol, BS1

Hours: 35 hours a week (full-time), Monday to Friday

Hartley Pensions are looking for experienced pension administrators to support us in an important transitional phase for the business.

We are offering a highly unique and rewarding opportunity for you to provide a leading role in the reconciliation of our client\’s SIPP portfolios before manually transferring them to new operators.

Role

• To administer a set case load of client SIPPs based on the relevant book of business.
• Provide an exceptional service by ensuring the smooth and efficient processing of administrative requests across the life cycle of a SIPP.
• Processing benefit calculations, drawdown requests, disinvestments, crystallisation splits, death benefits, valuation reports and all aspects relating to SIPP administration.
• Provide regular updates to clients, IFAs and relevant parties.

Your main duties as a Senior SIPP Pension Administrator will not only involve the standard BAU of pension administration (outlined above) but crucially the reconciliation of our client\’s SIPPs and to assist with transferring them over to new operators via manual transfers.

About You

It is therefore essential that you are someone who can handle complex and varied workloads. You are also someone who is willing to learn and develop.

We welcome candidates from a DB/DC background who are willing to learn and develop in SIPP administration.

Training and development are provided although this is not an entry level role and we fully expect successful applicants to essentially hit the ground running.

What we offer

• A highly competitive rate: We pay within the top 10% of employers in the industry.
• Meaningful impact: A rare opportunity to play a leading part in assisting a business through a crucial transitional period.
• Hybrid working: We allow hybrid options (up to 2 days from home a week) after successful completion of training period.

Recruitment Process

• A 60-minute interview with some competency-based questions.

Who are Hartley Pensions?

Hartley Pensions are a SIPP and SSAS operator. Hartley pensions provide white label SIPPs for a number of leading investment and trading platforms.

We pride ourselves on establishing and maintaining long-lasting relationships with our business partners and clients by providing them with professional, friendly and personalised administration. Our products are designed to be flexible, straightforward and relevant to our clients’ needs.

At 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.

Website

To find out more about Hartley Pensions, please visit:

https://www.uhy-uk.com/hartley-pensions-limited-administration

Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance, Administrative, and Other

Industries

Pension Funds, Administrative and Support Services, and Financial Services