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- Tasks: Help investors achieve retirement goals through financial transactions and query management.
- Company: Join BNY, a leading global financial services company with a culture of growth.
- Benefits: Competitive pay, flexible resources, generous leave, and wellbeing programs.
- Other info: Dynamic role with opportunities for continuous learning and career growth.
- Why this job: Be part of a team that uses cutting-edge tech to redefine industries and uplift communities.
- Qualifications: High school education required; experience in financial services preferred but not mandatory.
The predicted salary is between 30000 - 40000 £ per year.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
We’re seeking a future team member for the role of Specialist to join our SIPP Administration team. This role is located in Manchester.
Responsibilities- Complete financial transactions within the Pershing SIPP helping Investors achieve their retirement goals
- Executing investor RBCE instructions
- Transferring business into and out of the Pershing SIPP
- Query management from our trusted partners
- Delivering statements and illustrations to our SIPP Investors
- High school/secondary education or equivalent experience required; Bachelor’s degree welcomed but not mandatory.
- Experience in pension products within financial services operations or wealth operations preferred.
- Several years of total work experience preferred; we value transferable skills and diverse experiences.
- Demonstrable interest in continuous learning and process improvements, including the use of digital tools and AI.
- If you don’t meet every qualification but are excited about the role, we encourage you to apply — you may be the right candidate.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
SIPP Specialist employer: BNY
Contact Detail:
BNY Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Specialist
✨Tip Number 1
Network like a pro! Reach out to current or former employees at BNY on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching BNY’s culture and values. Show us how your skills align with their mission of driving transformative solutions. Tailor your answers to reflect their focus on innovation and community upliftment.
✨Tip Number 3
Practice common interview questions, especially those related to financial services and pension products. We want to see that you can confidently discuss your experience and how it relates to the SIPP Specialist role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining our team at BNY.
We think you need these skills to ace SIPP Specialist
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the SIPP Specialist role. Highlight your experience with pension products and any relevant skills that align with the job description. We want to see how you can bring value to our team!
Show Your Passion: Let your enthusiasm shine through in your application! If you’re excited about the role and the chance to work with cutting-edge technology, make sure to express that. We love candidates who are eager to learn and grow with us.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon unless it’s relevant. We appreciate a well-structured application that gets straight to the point — it shows us you can communicate effectively!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy — just follow the prompts and you’ll be all set!
How to prepare for a job interview at BNY
✨Know Your SIPP Basics
Before heading into the interview, make sure you brush up on your knowledge of SIPP (Self-Invested Personal Pension) products. Understand how they work, the benefits they offer, and the common challenges investors face. This will show your potential employer that you're genuinely interested in the role and have a solid foundation to build upon.
✨Showcase Your Transferable Skills
Even if you don’t have direct experience in pension products, think about your previous roles and how they relate to this position. Highlight skills like customer service, problem-solving, and any experience with financial transactions. We want to see how your unique background can bring value to the SIPP Administration team.
✨Demonstrate Continuous Learning
BNY values candidates who are eager to learn and adapt. Be prepared to discuss any recent courses, certifications, or self-study you've undertaken related to finance or technology. Mentioning your interest in digital tools and AI will resonate well, as it aligns with their innovative culture.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the SIPP Administration team, the company culture, and opportunities for growth within BNY. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.