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- Tasks: Manage client SIPP accounts and ensure smooth transfers during a key business transition.
- Company: Hartley Pensions is a leading SIPP and SSAS operator with a commitment to diversity.
- Benefits: Enjoy flexible working options, competitive pay, and a supportive team environment.
- Why this job: Be part of a pivotal role that directly impacts client satisfaction and company success.
- Qualifications: Experience in pension administration is preferred; familiarity with SIPP Pro or bank reconciliation is a plus.
- Other info: We welcome diverse applicants and encourage you to apply even if you don't meet every requirement.
Rate: £20 to £30+ per hour (depending on experience)
Type: Contract, self employed
Working Hours: Monday to Friday 9am – 5pm, up to 35 hours per week – office based
Work Pattern: Office based or Hybrid (3 days in the office, 2 days working from home)
Location: Bristol, City Centre BS1
Reporting to: Operations Director
Hartley Pensions are looking for experienced Pension Administrators to support us in an important transitional phase for the business. We are offering a highly unique opportunity for a SIPP administrator to help oversee the reconciliation of our client’s accounts and assist with the transferring of SIPPs away from the business. You will therefore play a pivotal role in company operations and in providing a high-quality service to clients during this important period for the business.
What you'll be doing:
- Administer the reconciliation of our client’s SIPPs.
- Update clients on their SIPP valuation.
- Contact and liaise with investment providers, banks & stakeholders to get an updated statement for the client’s SIPP.
- Processing SIPP transfers out and retirement requests as per instructions from our clients & IFAs.
- Liaise and collaborate with our team of 6 Pension administrators & SIPP Managers.
- Liaise with pension schemes/providers to obtain pension information.
- Administer drawdown requests, benefit calculations, process death benefits & transfers.
- Proactively identify risk within the department and escalate any concerns to the Team Leader or the Operations Director.
Not essential but please note on your CV if you have any of the following:
- If you have experience using systems such as SIPP Pro or Platinum Pro.
- Bank reconciliation experience.
We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!
Interview process: One stage, 40-60 minutes competency-based and Q&A interview.
About us: Hartley pensions is a SIPP (Self-Invested Personal Pension) and SSAS (Small Self-Administered Scheme) operator. Hartley pensions provide white label SIPP’s for a number of leading investment and trading platforms. We currently have around 16,000 clients. Here 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.
Please note: we are unable to provide employment sponsorship to candidates.
Senior Pension Administrator employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Pension Administrator
✨Tip Number 1
Familiarise yourself with the specific systems mentioned in the job description, such as SIPP Pro or Platinum Pro. Even if you don't have direct experience, showing that you've researched these tools and understand their relevance can set you apart.
✨Tip Number 2
Network with current or former employees of Hartley Pensions on platforms like LinkedIn. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 3
Prepare for the competency-based interview by reflecting on your past experiences related to pension administration. Think of specific examples where you successfully managed client accounts or resolved issues, as these will demonstrate your capability.
✨Tip Number 4
Highlight your ability to work collaboratively, especially since you'll be liaising with a team of pension administrators and SIPP managers. Be ready to discuss how you've effectively communicated and worked with others in previous roles.
We think you need these skills to ace Senior Pension Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in pension administration, particularly any work with SIPP or SSAS. Use specific examples to demonstrate your skills in reconciliation and client communication.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role at Hartley Pensions. Mention how your background aligns with their needs during this transitional phase.
Highlight Relevant Skills: In your application, emphasise any experience with systems like SIPP Pro or Platinum Pro, as well as bank reconciliation skills. Even if these are not essential, they can set you apart from other candidates.
Prepare for the Interview: Since the interview is competency-based, think of examples from your past work that showcase your problem-solving abilities and teamwork. Be ready to discuss how you would handle potential risks in pension administration.
How to prepare for a job interview at Hartley Pensions Limited
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of SIPPs and SSAS. Understand the key processes involved in pension administration, especially reconciliation and transfers, as these will be central to your role.
✨Prepare for Competency Questions
Since the interview is competency-based, think of specific examples from your past experience that demonstrate your skills in administration, teamwork, and problem-solving. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Show Your Communication Skills
You'll need to liaise with clients and various stakeholders, so be ready to discuss how you effectively communicate complex information. Highlight any experience you have in client-facing roles or working with investment providers.
✨Express Your Enthusiasm for the Role
Hartley Pensions values passion and commitment. Be sure to convey your excitement about the opportunity and how your skills align with their mission. This can set you apart from other candidates.
