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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 operator serving 16,000 clients with a focus on diversity.
- Benefits: Enjoy flexible working options with hybrid arrangements and competitive pay rates.
- Why this job: Be part of a pivotal team, enhancing your skills in a supportive and dynamic environment.
- Qualifications: Experience in pension reconciliation and the ability to communicate complex info clearly are essential.
- Other info: Diversity is a priority; all backgrounds are encouraged to apply.
Rate: £17 - £23 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
About the Role
Hartley Pensions is looking for experienced SIPP Pensions Administrators to support us in an important transitional phase for the business. We are offering a unique opportunity for SIPP administrators to oversee the reconciliation of our client’s accounts and assist with the transferring of SIPPs away from the business. You will play a pivotal role in company operations and in providing a high-quality service to clients during this important period for the business.
Responsibilities
- 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.
- Process 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.
- Proactively identify risk within the department and escalate any concerns to the Team Leader or the Operations Director.
Skills and Experience
To be successful, you must demonstrate involvement in the reconciliation of clients’ accounts, transferring pensions out, and have the ability to meet tight deadlines while multi-tasking. Ideally, we are looking for someone who can demonstrate experience in the following areas:
- Able to administer pension reconciliation. If you have experience in Banks reconciliation, please highlight this in your CV/application.
- The ability to take responsibility for own administration.
- The capability to explain complex information simply and clearly.
- Experience in SIPP pensions and the ability to investigate transactions.
- A strong understanding of legislation surrounding pensions.
Not essential but please note on your CV if you have any of the following:
- Experience using systems such as SIPP Pro or Platinum Pro.
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!
How to Apply
Please email your CV to Recruitment@hartleypensions.com. When you apply, please include the following information in your email:
- The role you are applying for – Interim Senior SIPP Pensions Administrator
- The working hours you are looking for
- Current situation and availability
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. We provide white label SIPPs for a number of leading investment and trading platforms, currently serving around 16,000 clients.
Diversity is important to us. Growing, maintaining, and promoting a diverse team is a top priority. 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 Pensions Administrator - Interim employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
Recruitment@hartleypensions.com
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Pensions Administrator - Interim
✨Tip Number 1
Familiarise yourself with the specific responsibilities of a Senior SIPP Pensions Administrator. Understanding the nuances of pension reconciliation and transfer processes will help you speak confidently about your experience during the interview.
✨Tip Number 2
Highlight any relevant experience you have with SIPP Pro or Platinum Pro systems. Even if it's not essential, mentioning this can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 3
Prepare to discuss how you've managed tight deadlines and multi-tasking in previous roles. The ability to demonstrate your organisational skills will be crucial in showcasing your fit for this fast-paced position.
✨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 Pensions Administrator - Interim
Some tips for your application 🫡
Tailor Your CV: Make sure to highlight your experience with SIPP pensions and account reconciliation in your CV. Use specific examples that demonstrate your ability to meet tight deadlines and manage multiple tasks.
Craft a Compelling Cover Email: In your email, clearly state the role you are applying for and your availability. Mention any relevant experience or skills that align with the job description, particularly your familiarity with pension legislation and systems like SIPP Pro or Platinum Pro.
Showcase Your Communication Skills: Since the role involves liaising with clients and stakeholders, emphasise your ability to explain complex information simply. Provide examples of how you've successfully communicated with clients or team members in the past.
Express Enthusiasm: Convey your excitement about the opportunity to work with Hartley Pensions. Mention why you are drawn to their mission and how you can contribute to their transitional phase, reinforcing your commitment to providing high-quality service.
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 SIPP pensions and the relevant legislation. Be prepared to discuss your experience with pension reconciliation and transferring pensions out, as these are key responsibilities for the role.
✨Demonstrate Your Communication Skills
Since you'll need to explain complex information clearly to clients and stakeholders, practice articulating your thoughts. Think of examples where you've successfully communicated intricate details in a simple manner.
✨Showcase Your Multi-Tasking Abilities
The role requires managing multiple tasks under tight deadlines. Prepare to share specific instances from your past work where you effectively juggled various responsibilities while maintaining high-quality service.
✨Highlight Relevant Software Experience
If you have experience with systems like SIPP Pro or Platinum Pro, make sure to mention it during the interview. Even if it's not essential, showing familiarity with these tools can set you apart from other candidates.
