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- Tasks: Manage client SIPP accounts and ensure smooth transitions during a key business phase.
- 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 transition while providing top-notch service to clients in a dynamic setting.
- Qualifications: Experience in pension administration is preferred; familiarity with SIPP Pro or Platinum Pro is a bonus.
- Other info: We value diverse backgrounds and encourage all 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 responsibilities of a Senior Pension Administrator. Understanding the nuances of SIPP administration and the reconciliation process will help you demonstrate your expertise during the interview.
✨Tip Number 2
Network with professionals in the pensions industry, especially those who have experience with SIPP administration. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare for competency-based questions by reflecting on your past experiences in pension administration. Think about specific challenges you've faced and how you overcame them, as this will showcase your problem-solving skills.
✨Tip Number 4
Research Hartley Pensions and their approach to client service. Being able to articulate why you want to work for them and how you align with their values will make a strong impression during your interview.
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 showcases your enthusiasm for the role and the company. Mention your understanding of the transitional phase Hartley Pensions is undergoing and how your skills can contribute to their success.
Highlight Relevant Skills: In your application, emphasise any experience with systems like SIPP Pro or Platinum Pro, as well as bank reconciliation. Even if you don't meet every requirement, showcasing your relevant skills can make a strong impression.
Prepare for the Interview: Since the interview is competency-based, prepare examples of past experiences where you've successfully managed client accounts or resolved issues. Be ready to discuss how you identify and escalate risks within a team setting.
How to prepare for a job interview at Hartley Pensions Limited
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Senior Pension Administrator. Familiarise yourself with SIPP administration, reconciliation processes, and the importance of client communication. This will help you answer questions confidently and demonstrate your knowledge.
✨Prepare for Competency Questions
Since the interview is competency-based, prepare examples from your past experience that showcase your skills in pension administration, teamwork, and problem-solving. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Show Your Communication Skills
As the role involves liaising with clients and stakeholders, be ready to discuss how you handle communication in challenging situations. Highlight your ability to explain complex information clearly and your approach to maintaining strong relationships.
✨Express Your Enthusiasm for Diversity
Hartley Pensions values diversity, so be prepared to discuss how you can contribute to a diverse workplace. Share your thoughts on the importance of inclusivity and how your unique background or experiences can add value to their team.
