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- Tasks: Oversee client SIPP accounts and manage transfers during a key transitional phase.
- Company: Hartley Pensions is a leading SIPP and SSAS operator serving 16,000 clients.
- Benefits: Enjoy flexible working options with hybrid arrangements and competitive pay rates.
- Why this job: Be part of a dynamic team making a real impact in the pensions sector.
- Qualifications: Experience in pension reconciliation and strong understanding of pension legislation required.
- Other info: Diversity is a priority; all backgrounds are encouraged to apply.
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.
Senior Pensions Administrator - Interim employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Pensions Administrator - Interim
✨Tip Number 1
Familiarise yourself with the specific responsibilities of a Senior SIPP Pensions Administrator. Understanding the nuances of pension reconciliation and transfer processes will help you speak confidently about your experience during the interview.
✨Tip Number 2
Network with professionals in the pensions industry, especially those who have worked in similar roles. This can provide you with insights into the company culture at Hartley Pensions and may even lead to a referral.
✨Tip Number 3
Prepare for competency-based questions by reflecting on your past experiences related to pension administration. Think of specific examples where you successfully managed tight deadlines or resolved complex issues.
✨Tip Number 4
Research Hartley Pensions and their approach to client service. Being able to articulate how your values align with theirs can set you apart as a candidate who is genuinely interested in contributing to their mission.
We think you need these skills to ace Senior Pensions Administrator - Interim
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with SIPP pensions and account reconciliation. Use specific examples to demonstrate your ability to meet tight deadlines and manage multiple tasks.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, particularly your experience with pension transfers and client communication.
Highlight Relevant Skills: Clearly outline any experience you have with systems like SIPP Pro or Platinum Pro, even if it's not essential. This can set you apart from other candidates and show your readiness for the role.
Follow Application Instructions: When applying, ensure you include all requested information in your email, such as the role you're applying for, your desired working hours, and your current situation. This shows attention to detail and respect for the application process.
How to prepare for a job interview at Hartley Pensions Limited
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of SIPP pensions and the relevant legislation. Be prepared to discuss your experience with pension reconciliation and transferring pensions out, as these are key responsibilities for the role.
✨Demonstrate Your Communication Skills
Since you'll be liaising with clients and investment providers, it's crucial to show that you can explain complex information clearly. Prepare examples of how you've successfully communicated difficult concepts in previous roles.
✨Showcase Your Problem-Solving Abilities
Hartley Pensions is looking for someone who can proactively identify risks and escalate concerns. Think of instances where you've identified potential issues and how you addressed them, as this will demonstrate your ability to take responsibility.
✨Be Ready for Competency Questions
The interview will include competency-based questions, so prepare by thinking about specific situations where you've demonstrated the skills required for this role. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
