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- Tasks: Manage SIPP accounts and process client instructions with precision.
- Company: Join Hartley Pensions, a leading SIPP operator in a dynamic environment.
- Benefits: Competitive pay, hybrid working options, and meaningful impact on clients' financial futures.
- Other info: Diverse team culture that values every voice and offers growth opportunities.
- Why this job: Be part of a crucial transition and make a real difference in clients' lives.
- Qualifications: Experience in SIPP administration and strong attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
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.
- Working with the Hartley SIPP administration teams to ensure accurate asset valuations before liquidating funds back into the SIPP.
- Obtaining accurate valuations of all assets within the SIPP and ensuring accurate reporting of asset values to HMRC.
- Providing updates to colleagues, clients and relevant financial intermediaries on issues affecting benefits requests and tax-free entitlements.
- Reporting on potential unauthorised investments to your team lead and escalating to senior management when necessary.
- Liaising with pension schemes and operators to obtain necessary pension information.
- Investigating non-standard assets and working with our Tranche 6 department in reporting on these.
- Supplying accurate reporting of information around the client’s investments to Hartley’s Transfers Out department.
- Assisting in clearing backlogs and helping colleagues in other departments on ad-hoc administrative requests.
About You
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.
You must have a foundational knowledge of the commercial marketplace and Hartley Pensions’ role within it. It is desirable that you can demonstrate at least a basic understanding of pension legislation and tax regulations around annual allowances and tax-free entitlements. Applicants with experience with or an understanding of non-standard assets and the complications around their administration will be favoured.
You must be diligent and meticulous to detail in your work, especially on investment reporting and executing client-led instructions. You must also be conscious of the importance of adhering to GDPR regulations and ensuring the privacy and appropriate handling of sensitive client data is always upheld.
Numerical proficiency must be an essential element of your skillset, necessary for reconciling investment information. Therefore, at least a Grade C/4 at a GCSE level (or international equivalent) in Mathematics is required for this position. You must have a competent standard of literacy for this role, as you will be dealing with complex legal documents alongside direct client communication.
A minimum Grade C/4 at a GCSE level (or international equivalent) or above in both English Literature and English Language is required. You must have a decent level of communication skills, able to effectively communicate technical investment information into lay terms to clients.
You must have experience and competency utilising bespoke SIPP/SSAS administration platforms, with prior experience with Delta Platinum Pro and SIPP Pro being desirable. Additionally, you must have a competent ability to use core Microsoft tools such as Word and Microsoft Excel.
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.
Recruitment Process
Hartley Pensions follow a two-stage recruitment process: a 30-minute screening call followed by a 90-minute interview with competency-based questions.
Who are Hartley Pensions?
Hartley Pensions are a SIPP and SSAS operator, providing white label SIPPs for a number of leading investment and trading platforms. We pride ourselves on establishing and maintaining long-lasting relationships with our business partners and clients by providing them with professional, friendly and personalised administration.
Our products are designed to be flexible, straightforward and relevant to our clients’ needs. 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.
Website: To find out more about Hartley Pensions, please visit: Hartley Pensions
Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.
Locations
Investments Administrator in Newport, Wales employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investments Administrator in Newport, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and pensions sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research Hartley Pensions and understand their role in the SIPP market. Be ready to discuss how your experience aligns with their needs, especially around SIPP administration and client communication.
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. Focus on articulating your experience with SIPP administration and how you handle complex tasks. This will help you feel more confident when it’s your turn in the hot seat.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining Hartley Pensions. Don’t forget to follow up after applying; a little nudge can go a long way!
We think you need these skills to ace Investments Administrator in Newport, Wales
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investments Administrator role. Highlight your relevant experience in SIPP administration and any specific skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Attention to Detail: Since this role involves handling sensitive information and financial data, it's crucial to demonstrate your meticulousness. Use examples from your past work where your attention to detail made a difference. We love candidates who take pride in their accuracy!
Communicate Clearly: Your ability to communicate complex information in a clear and professional manner is key. When writing your application, ensure your language is straightforward and easy to understand. We appreciate candidates who can convey technical details with empathy and assurance.
Apply Through Our Website: We encourage you 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 shows you’re keen on joining Hartley Pensions!
How to prepare for a job interview at Hartley Pensions Limited
✨Know Your SIPP Basics
Before heading into the interview, brush up on your knowledge of SIPP administration. Understand the key processes involved, such as disinvestments and asset valuations. This will not only show your familiarity with the role but also demonstrate your proactive approach to learning.
✨Prepare for Competency Questions
Hartley Pensions will likely ask competency-based questions during the interview. Think of specific examples from your past experience that showcase your attention to detail, ability to manage complex tasks, and how you've handled client communications. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Showcase Your Communication Skills
As an Investments Administrator, you'll need to communicate technical information clearly. Practice explaining complex concepts in simple terms. During the interview, focus on your ability to convey empathy and assurance when discussing sensitive client matters, as this is crucial for building trust.
✨Demonstrate Numerical Proficiency
Since numerical skills are essential for this role, be prepared to discuss your experience with financial data and reporting. You might even want to bring along examples of how you've reconciled investment information in the past. Highlighting your GCSE achievements in Maths will also reinforce your capabilities.