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- Tasks: Manage and reconcile SIPP portfolios while overseeing account transfers.
- Company: Hartley Pensions, a leading SIPP and SSAS operator with a focus on diversity.
- Benefits: Competitive salary, hybrid working, and opportunities for meaningful impact.
- Why this job: Join us during a transformative period and make a real difference in pension administration.
- Qualifications: Senior-level experience in SIPP or SSAS administration and strong knowledge of UK pension regulations.
- Other info: Flexible work pattern and a supportive environment for career growth.
The predicted salary is between 48000 - 72000 £ per year.
Award Winning Recruitment Lead | Financial Services | University of Exeter Graduate
SIPP Manager – Interim
Rate: Competitive (subject to experience & interview competencies)
Location: Bristol, BS1
Hours: 35 hours a week (full-time), Monday to Friday
This is a highly unique and rewarding opportunity for an experienced pension specialist to take on a leading role within Hartley Pensions during a significant period of transition. You will be entrusted with managing and reconciling an entire book of SIPP portfolios, overseeing the end-to-end process of manually transferring these accounts to new operators.
If you have substantial experience at a senior level in SIPP or SSAS administration and want to play a pivotal, hands‑on role in a business\’s transformation, we want to hear from you.
Responsibilities
- Comprehensive administration: Manage a caseload of client SIPPs across multiple books of business, handling administrative requests across all areas.
- Case complexity: Deal with complex cases, such as those where property is held within the SIPP.
- Reconciliation and transfer management: Perform detailed reconciliation of client SIPPs and play a key role in the manual transfer of accounts to new providers.
- Exceptional client service: Ensure efficient processing of administrative requests, covering tasks like benefit calculations, drawdowns, disinvestments, crystallisation splits, death benefits, and bank reconciliations.
- Multi-stakeholder liaison: Communicate and coordinate effectively with internal teams, clients, IFAs, and receiving schemes to ensure smooth transfers.
- Leadership and oversight: Take a dependable and accountable approach, oversee the work of others and mentor more junior colleagues. Identify and address areas for improvement within the process.
About You
- Substantial senior-level experience in SIPP or SSAS pension administration.
- Significant experience in handling pension transfers.
- Strong academic understanding of UK pension legislation and regulations.
- Ability to manage a complex and varied workload with exceptional attention to detail.
- Proven experience in training and supporting less experienced team members.
What we offer
- A highly competitive rate: We pay within the top 10% of employers in the industry.
- Meaningful impact: A rare opportunity to play a leading part in assisting a business through a crucial transitional period.
- Hybrid working: We allow hybrid options (up to 2 days from home a week) after successful completion of training period.
Recruitment Process
Hartley Pensions follow a two-stage recruitment process.
- A 60‑minute interview with some competency-based questions.
Who are Hartley Pensions?
Hartley Pensions are a SIPP and SSAS operator. Hartley pensions provide white label SIPPs for a number of leading investment and trading platforms.
We pride ourselves on establishing and maintaining long‑lasting relationships with our business partners and clients by providing them with professional, friendly and personalised administration. Our products are designed to be flexible, straightforward and relevant to our clients’ needs.
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.
To find out more about Hartley Pensions, please visit:
https://www.uhy-uk.com/hartley-pensions-limited-administration
*** Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.
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SIPP Manager employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the pension industry, especially those who might know about opportunities at Hartley Pensions. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of SIPP and SSAS administration. Be ready to discuss your experience with complex cases and how you've handled them in the past. We want to see your expertise shine!
✨Tip Number 3
Show off your leadership skills! Think of examples where you've mentored junior colleagues or improved processes. This role is all about taking ownership, so let us know how you’ve done that before.
✨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 SIPP Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP Manager role. Highlight your experience in SIPP or SSAS administration and any relevant achievements. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your experience with pension transfers and client service that align with our needs.
Showcase Your Attention to Detail: Given the complexity of the role, it's crucial to demonstrate your attention to detail. Whether it's in your CV, cover letter, or any additional documents, make sure everything is clear, concise, and error-free.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 and SSAS administration. Be prepared to discuss specific cases you've handled, especially complex ones involving property. This will show that you have the expertise needed for the role.
✨Demonstrate Your Leadership Skills
Since this role involves overseeing others, think of examples where you've successfully mentored or trained junior colleagues. Highlight your ability to identify areas for improvement and how you've implemented changes in previous roles.
✨Prepare for Client Scenarios
Anticipate questions about client service and administrative requests. Prepare to discuss how you would handle benefit calculations, drawdowns, and other tasks mentioned in the job description. This will demonstrate your readiness for the hands-on nature of the position.
✨Showcase Your Communication Skills
Effective communication with multiple stakeholders is key. Think of instances where you've successfully liaised with clients, internal teams, and external providers. Being able to articulate these experiences will highlight your suitability for managing transfers smoothly.
