Investments Administrator in Bristol

Hartley Pensions are looking for experienced investments administrators to play a pivotal role in the administration of our clients’ SIPP accounts during an important transitional phase for the business. By processing and accurately managing SIPP pension investments, Hartley Pensions are offering a highly rewarding opportunity for a professional dedicated to providing an exceptional service to our clients.

As an Interim - Investments Administrator, you will work alongside a dedicated team of professionals committed to processing client instructions and the completion of a range of administrative tasks to a timely and effective standard. In doing so, you will ensure the delivery of high quality and consistent outcomes to our clients.

Your core responsibilities include (but are not limited to) the following:

• Processing client instructions, including administering disinvestments from third party platforms and ensuring accurate valuations of assets within the SIPP.
• Providing updates to colleagues, clients and relevant financial intermediaries on issues affecting benefits requests and tax-free entitlements.
• Liaising with pension schemes and operators to obtain necessary pension information.
• Supplying accurate reporting of information around the client’s investments to Hartley’s Transfers Out department.
• Fulfilling any other reasonable requirements of the firm, including assisting in clearing backlogs.

This role requires an individual who is proactive in making a positive impact and is comfortable managing a busy and varied workload. We value resilient professionals who thrive in dealing with complex challenges and take pride in delivering exceptional results.

Prior experience in SIPP administration is highly desirable. However, experience working for a SIPP operator is essential. This is not an entry-level position and whilst we provide training and upskilling to staff, you are fully expected to hit the ground running and be familiar with the fundamentals of SIPP administration.

You should have a foundational knowledge of the commercial marketplace and Hartley Pensions’ role within it, as well as a basic understanding of pension legislation and tax regulations around annual allowances and tax-free entitlements. Experience with or an understanding of non-standard assets and the complications around their administration will be favoured.

As you will be handling sensitive tax-privileged funds, administrative errors can be extremely costly. You must be diligent and meticulous to detail in your work, especially on investment reporting and executing client-led instructions. Adhering to GDPR regulations and ensuring the privacy and appropriate handling of sensitive client data is crucial.

Numerical proficiency is essential for reconciling investment information, requiring at least a Grade C/4 at a GCSE level (or international equivalent) in Mathematics. A competent standard of literacy is also necessary, with a minimum Grade C/4 at a GCSE level (or international equivalent) or above in both English Literature and English Language.

Effective communication skills are important, as you will need to convey technical investment information in lay terms to clients, demonstrating empathy and assurance.

Experience and competency utilising bespoke SIPP/SSAS administration platforms is required, with prior experience with Delta Platinum Pro and SIPP Pro being desirable. A competent ability to use core Microsoft tools such as Word and Microsoft Excel is also necessary.

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 and where business needs permit.

Hartley Pensions follow a two-stage recruitment process:

• A 30-minute screening call.
• A 90-minute interview with competency-based questions.

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.