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- Tasks: Manage client SIPPs, ensuring exceptional service and efficient processing of administrative requests.
- Company: Join Hartley Pensions, a leading SIPP and SSAS operator with a focus on diversity.
- Benefits: Top-tier salary, hybrid work model, and opportunities for professional growth.
- Why this job: Play a key role in a unique transitional period while making a real impact.
- Qualifications: Experience in SIPP or SSAS pension administration and strong knowledge of UK pension regulations.
- Other info: Supportive environment with a commitment to diversity and career development.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Award Winning Recruitment Lead | Financial Services | University of Exeter Graduate
Pension Manager
Contract • Monday to Friday, 9am – 5pm • 35 hours per week • Hybrid (3 days in the office, 2 days from home) • Bristol, BS1
Responsibilities
The successful applicant will be able to administer a case load of client SIPPs over multiple books of business. An essential part of this role is being able to go above and beyond in providing an exceptional service to our clients by ensuring the efficient processing of administrative requests. These range across all areas of administration, from benefit calculations, drawdowns, disinvestments, crystallisation splits, death benefits, valuation reports & bank reconciliations.
Your main duties as a Pension Manager will additionally concern the reconciliation of our clients\’ SIPPs, playing a key role in the transferring of accounts over to new providers. To help ensure the appropriate measures are taken to enact these transfers, you will be liaising with multi-party stakeholders across different areas of the business, as well as maintaining transparent and regular communication to our clients, IFAs and receiving schemes.
With the above in mind, it is therefore crucial that you are someone who can handle complex and varied workloads. You are also someone who is willing to support and train more junior colleagues with less experience. In addition, you are someone who is dependable and able to oversee the work of others by identifying and addressing areas where improvement is required.
This is an opportunity that not only pays within the top 10% of pension providers but allows you to play a leading part in assisting a business during a highly unique transitional period.
Qualifications
Applicants for this role must have substantial experience working at minimum a senior level in SIPP or SSAS pension administration. In particular, the successful candidate will have worked in pension transfers and has a strong academic understanding of UK pension legislation and regulations.
Interview
One stage, 60-minute interview with competency-based questions
About Hartley Pensions
Hartley Pensions is a SIPP and SSAS operator. Hartley Pensions provide white label SIPPs for a number of leading investment and trading platforms. Diversity is important to us. Growing, maintaining and promoting a diverse team is a priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply.
Please note, we have been in trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.
Details
- Seniority level: Mid-Senior level
- Employment type: Contract
- Job function: Finance, Administrative, and Other
- Industries: Pension Funds and Office Administration
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Pension Manager employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about pensions. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of UK pension legislation and regulations. We want you to shine when discussing your experience with SIPPs and SSAS administration, so practice those competency-based questions!
✨Tip Number 3
Show off your communication skills! Since you'll be liaising with various stakeholders, make sure to highlight your ability to maintain transparent communication during the interview. It’s all about building trust with clients and colleagues.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Pension Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pension Manager role. Highlight your experience in SIPP or SSAS pension administration and any relevant qualifications. We want to see how your background aligns with what we're looking for!
Showcase Your Skills: In your cover letter, showcase your skills in handling complex workloads and your ability to communicate effectively with clients and stakeholders. We love candidates who can demonstrate their problem-solving abilities and teamwork!
Be Clear and Concise: When filling out your application, be clear and concise. Use bullet points where possible to make it easy for us to read through your experience and achievements. We appreciate straightforward applications that get to the point!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Hartley Pensions!
How to prepare for a job interview at Hartley Pensions Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of UK pension legislation and regulations. Being able to discuss these confidently will show that you’re not just familiar with the basics, but that you truly understand the complexities involved in SIPP and SSAS administration.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed complex workloads or handled pension transfers. This will help demonstrate your capability to administer a case load effectively and provide exceptional service to clients.
✨Communication is Key
Since the role involves liaising with multiple stakeholders, practice articulating how you maintain transparent communication. Think of instances where you’ve had to explain complex information clearly to clients or colleagues, as this will highlight your interpersonal skills.
✨Be a Team Player
Highlight your experience in supporting and training junior colleagues. Share examples of how you’ve identified areas for improvement in team processes or how you’ve helped others grow in their roles, as this aligns with the company’s values of teamwork and diversity.