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- Tasks: Manage client SIPP accounts and ensure smooth transitions during a key business phase.
- Company: Hartley Pensions is a leading SIPP and SSAS operator with a commitment to diversity.
- Benefits: Enjoy flexible working options, competitive pay, and a supportive team environment.
- Why this job: Be part of a pivotal transition while providing top-notch service to clients in a dynamic setting.
- Qualifications: Experience in pension administration is preferred; familiarity with SIPP Pro or Platinum Pro is a plus.
- Other info: We welcome diverse applicants and encourage you to apply even if you don't meet every requirement.
Rate: £20 to £30+ 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
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 opportunity for a SIPP administrator to help oversee the reconciliation of our client’s accounts and assist with the transferring of SIPPs away from the business. You will therefore play a pivotal role in company operations and in providing a high-quality service to clients during this important period for the business.
What you’ll be doing:
- 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.
- Processing 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.
- Administer drawdown requests, benefit calculations, process death benefits & transfers.
- Proactively identify risk within the department and escalate any concerns to the Team Leader or the Operations Director.
Not essential but please note on your CV if you have any of the following:
- If you have experience using systems such as SIPP Pro or Platinum Pro.
- Bank reconciliation experience.
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!
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. Here 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.
Please note, we are unable to provide employment sponsorship to candidates.
Locations
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Pension Administrator
✨Tip Number 1
Familiarise yourself with the specific responsibilities of a Senior Pension Administrator. Understanding the nuances of SIPP administration and the reconciliation process will help you demonstrate your expertise during the interview.
✨Tip Number 2
Network with professionals in the pensions industry, especially those who have experience with SIPP Pro or Platinum Pro systems. This can provide you with insights and potentially valuable connections that could enhance your application.
✨Tip Number 3
Prepare to discuss your previous experiences in pension administration, particularly any challenges you've faced and how you overcame them. This will showcase your problem-solving skills and ability to handle the responsibilities of the role.
✨Tip Number 4
Research Hartley Pensions and their approach to diversity and inclusion. Being able to articulate how your values align with theirs can set you apart as a candidate who is not only qualified but also a good cultural fit.
We think you need these skills to ace Senior Pension Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in pension administration, particularly with SIPP accounts. Use specific examples that demonstrate your skills in reconciliation and client communication.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role at Hartley Pensions. Mention how your background aligns with their needs during this transitional phase.
Highlight Relevant Skills: In your application, emphasise any experience with systems like SIPP Pro or Platinum Pro, as well as bank reconciliation skills. Even if you don't meet every requirement, showcasing your relevant skills can make a strong impression.
Prepare for the Interview: Since the interview is competency-based, think of examples from your past work that demonstrate your problem-solving abilities and teamwork. Be ready to discuss how you've identified and escalated risks in previous roles.
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 SIPPs and SSAS, as well as the specific processes involved in pension administration. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.
✨Demonstrate Team Collaboration Skills
Since you'll be working closely with a team of Pension Administrators and SIPP Managers, be ready to share examples of how you've successfully collaborated in previous roles. Highlighting your ability to work well with others will be key.
✨Prepare for Competency Questions
The interview will likely include competency-based questions, so think of specific situations where you've demonstrated skills like problem-solving, risk identification, and client communication. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Ask Insightful Questions
At the end of the interview, you'll have the chance to ask questions. Prepare thoughtful queries about the company's transition phase, team dynamics, or their approach to diversity. This shows your genuine interest in the role and the company.
