At a Glance
- Tasks: Manage and reconcile SIPP portfolios, ensuring smooth transfers and exceptional client service.
- Company: Hartley Pensions, a leading SIPP and SSAS operator with a focus on diversity.
- Benefits: Competitive salary, flexible hybrid working, and a chance to make a meaningful impact.
- Other info: Opportunity for mentorship and career growth in a dynamic environment.
- Why this job: Join us during a crucial transition and lead in transforming our business.
- Qualifications: Senior-level experience in SIPP or SSAS administration and strong understanding of UK pension regulations.
The predicted salary is between 40000 - 60000 £ per year.
SIPP Manager
Rate: £200+ a day (subject to experience & interview competencies)
Type: Contractor, self-employed
Hours: Monday to Friday, 9am – 5pm, 35 hours per week
Work Pattern: Flexible work pattern between office and home after training period
Location: Bristol, BS1
Reporting To: Operations Director
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.
The Role
As the Interim SIPP Manager, you will be given ownership and responsibility for a dedicated book of business, including:
- Comprehensive administration: You will manage a caseload of client SIPPs across multiple books of business, handling administrative requests across all areas.
- Case complexity: This will include dealing with complex cases, such as those where property is held within the SIPP.
- Reconciliation and transfer management: You will perform detailed reconciliation of client SIPPs and play a key role in the manual transfer of accounts to new providers.
- Exceptional client service: You will ensure efficient processing of administrative requests, covering tasks like benefit calculations, drawdowns, disinvestments, crystallisation splits, death benefits, and bank reconciliations.
- Multi-stakeholder liaison: You will communicate and coordinate effectively with internal teams, clients, IFAs, and receiving schemes to ensure smooth transfers.
- Leadership and oversight: You will take a dependable and accountable approach, overseeing the work of others and mentoring more junior colleagues. This includes identifying and addressing areas for improvement within the process.
About You
The successful candidate will demonstrate:
- Substantial senior-level experience in SIPP or SSAS pension administration.
- Significant experience in handling pension transfers.
- A strong academic understanding of UK pension legislation and regulations.
- The 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 salary: Remuneration is in the top 10% of pension providers, reflecting the seniority and importance of this role.
- Meaningful impact: This is a rare opportunity to play a leading part in assisting a business through a crucial transitional period.
- Hybrid working: Enjoy a flexible balance of working from the Bristol office and from home once completed the training 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.
SIPP Manager in Bath employer: Hartley Pensions Limited
Hartley Pensions is an exceptional employer, offering a unique opportunity for experienced pension specialists to lead during a transformative period. With a competitive salary and a flexible hybrid working model based in Bristol, employees benefit from a supportive work culture that prioritises diversity and professional growth, allowing you to make a meaningful impact while mentoring junior colleagues.
StudySmarter Expert Advice🤫
We think this is how you could land SIPP Manager in Bath
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We think you need these skills to ace SIPP Manager in Bath
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
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How to prepare for a job interview at Hartley Pensions Limited
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When you're talking with Hartley Pensions Limited, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
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In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
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As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Hartley Pensions Limited.
