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- Tasks: Manage client SIPP portfolios and ensure smooth transitions to new operators.
- Company: Hartley Pensions is a leading SIPP and SSAS operator focused on diversity and exceptional service.
- Benefits: Earn £200+ a day, enjoy hybrid work, and be part of a top-tier pension provider.
- Why this job: Join us during a unique transitional phase and make a real impact in the pension industry.
- Qualifications: Must have senior-level experience in SIPP or SSAS administration and strong knowledge of UK pension regulations.
- Other info: Diversity is key; we welcome applicants from all backgrounds.
The predicted salary is between 40000 - 60000 £ per year.
Rate: £200+ a day (subject to experience & interview competencies)
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: Operations Director
About Hartley Pensions are looking for an Interim Pension Manager to help support the business during an important transitional phase. We are offering a 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 at a minimum senior level in 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 administer a case load of client SIPPs over multiple books of business. An essential part of this role is providing exceptional service to our clients by ensuring the efficient processing of administrative requests. These range across all areas of administration, including:
- Benefit calculations
- Drawdowns
- Disinvestments
- Crystallisation splits
- Death benefits
- Valuation reports
- Bank reconciliations
Your main duties as a Senior Pension Administrator will involve the standard BAU of pension administration but crucially the reconciliation of our client's SIPP products and the transferring of these to new providers. This involves liaising with multi-party stakeholders across different areas of the business, maintaining clear and transparent communication with our clients, IFAs, and receiving schemes.
It is crucial that you can handle complex and varied workloads. You should also be willing to support and train more junior colleagues. Additionally, you should be dependable and able to oversee the work of others by identifying and addressing areas where improvement is required.
This is an opportunity that pays within the top 10% of pension providers and 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. We provide white label SIPPs for a number of leading investment and trading platforms. Diversity is important to us. Growing, maintaining, 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 trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.
Pension Manager employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Manager
✨Tip Number 1
Familiarise yourself with the latest UK pension legislation and regulations. This knowledge will not only help you in the interview but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 2
Prepare specific examples from your past experience that showcase your ability to handle complex workloads and manage multiple stakeholders. This will be crucial in demonstrating your competency during the interview.
✨Tip Number 3
Highlight your experience in training and supporting junior colleagues. This is an important aspect of the role, and showing that you can mentor others will set you apart from other candidates.
✨Tip Number 4
Research Hartley Pensions and their unique transitional phase. Understanding their current challenges and how you can contribute will allow you to tailor your responses during the interview, making you a more attractive candidate.
We think you need these skills to ace Pension Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in SIPP and SSAS pension administration. Focus on your previous roles, especially those involving pension transfers and compliance with UK pension legislation.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the requirements of the Pension Manager role. Mention your ability to handle complex workloads and your experience in providing exceptional client service.
Showcase Relevant Skills: In your application, emphasise skills such as communication, stakeholder management, and training junior colleagues. These are crucial for the role and will set you apart from other candidates.
Prepare for Competency-Based Questions: Since the interview will include competency-based questions, think of specific examples from your past work that demonstrate your problem-solving abilities and how you've successfully managed similar responsibilities.
How to prepare for a job interview at Hartley Pensions Limited
✨Showcase Your Experience
Make sure to highlight your substantial experience in SIPP or SSAS pension administration. Be prepared to discuss specific examples of your work with pension transfers and how you've navigated UK pension legislation.
✨Demonstrate Communication Skills
Since the role involves liaising with multiple stakeholders, it's crucial to demonstrate your communication skills. Prepare to share instances where you maintained clear and transparent communication with clients and colleagues.
✨Prepare for Competency Questions
The interview will include competency-based questions, so think about situations where you've handled complex workloads or trained junior colleagues. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Emphasise Teamwork and Leadership
As the role requires overseeing the work of others, be ready to discuss your leadership style and how you support team members. Share examples of how you've identified areas for improvement and helped colleagues grow.
