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For Companies At a Glance
- Tasks: Manage and transfer client SIPP portfolios while ensuring exceptional service.
- Company: Hartley Pensions is a leading SIPP and SSAS operator focused on diversity and innovation.
- Benefits: Enjoy a competitive daily rate, hybrid work options, and a supportive team environment.
- Why this job: Join us during a unique transitional phase and make a real impact in the pension industry.
- Qualifications: Experience in SIPP or SSAS administration and strong knowledge of UK pension regulations required.
- Other info: This role offers top-tier pay and opportunities for professional growth.
The predicted salary is between 35000 - 42000 £ per year.
Job Description
Pension Transfer Specialist
Rate: £175 – 200+ a day (subject to experience & interview competencies)
Type: Contractor, self-employed
Hours: Monday to Friday, 9am – 5pm, 35 hours per week
Work Pattern: Hybrid (3 days in the office, 2 days from home)
Location: Bristol, BS1
Reporting To: Pension Manager & Operations Director
About
Hartley Pensions are looking for an Interim Pension Transfer Specialist to help support the organisation during an important transitional phase for the business.
We are offering a highly unique and rewarding opportunity for an experienced pension administrator to provide a leading role in the reconciliation of our client’s SIPP portfolios before manually transferring them to new operators.
Applicants for this role must have substantial experience working with 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.
Role:
The successful applicant will be able to transfer 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 pension related administrative requests.
Your main duties as a Transfer Specialist will crucially involve the reconciliation of our client's SIPP accounts and the transferring of these to new HMRC registered pension operators. This involves liaising with multi-party stakeholders across different areas of the business, maintaining clear and transparent communication to our clients, Business Partners 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. In addition, you are someone who is dependable, can work under pressure 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 5% of pension providers but allows you to play a leading part in assisting a business during a highly unique transitional period.
Interview:
One stage, 60-minute interview with competency-based questions
About us
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, maintain 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 a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.
Pension Transfer Specialist employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Transfer Specialist
✨Tip Number 1
Familiarise yourself with the latest UK pension legislation and regulations. This knowledge will not only help you in the role but also impress during your interview, showing that you're proactive and well-informed.
✨Tip Number 2
Network with professionals in the pension industry, especially those who have experience with SIPP or SSAS administration. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare for competency-based questions by reflecting on your past experiences. Think of specific examples where you've handled complex workloads or trained junior colleagues, as these will be key topics during the interview.
✨Tip Number 4
Demonstrate your ability to communicate clearly and effectively. Since the role involves liaising with multiple stakeholders, practice articulating your thoughts and ideas succinctly, which will be crucial in both the interview and the job itself.
We think you need these skills to ace Pension Transfer Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with SIPP and SSAS pension administration. Include specific examples of your work in pension transfers and your understanding of UK pension legislation.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities of the Pension Transfer Specialist role. Emphasise your ability to handle complex workloads and your commitment to providing exceptional client service.
Showcase Relevant Skills: In your application, clearly outline your skills in communication and stakeholder management. Mention any experience you have in training or supporting junior colleagues, as this is an important aspect of the role.
Prepare for Competency-Based Questions: Since the interview will include competency-based questions, think of specific situations where you've demonstrated your problem-solving abilities and how you've managed pressure in previous roles.
How to prepare for a job interview at Hartley Pensions Limited
✨Know Your Pension Legislation
Make sure you have a solid understanding of UK pension legislation and regulations. Brush up on the specifics of SIPP and SSAS administration, as this knowledge will be crucial during your interview.
✨Demonstrate Your Experience
Be prepared to discuss your previous experience with pension transfers in detail. Highlight specific cases where you successfully managed complex workloads or improved processes, as this will showcase your capability for the role.
✨Showcase Your Communication Skills
Since the role involves liaising with multiple stakeholders, emphasise your communication skills. Prepare examples of how you've maintained clear and transparent communication in past roles, especially when dealing with clients and business partners.
✨Prepare for Competency-Based Questions
Expect competency-based questions during the interview. Think of situations where you've demonstrated leadership, problem-solving, and teamwork, particularly in high-pressure environments, and be ready to share these experiences.