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- Tasks: Manage and reconcile client SIPP accounts, handling queries and ensuring compliance.
- Company: Hartley Pensions is a leading operator in self-invested pensions, promoting diversity and inclusion.
- Benefits: Enjoy hybrid working options and a supportive team environment.
- Why this job: Join a dynamic team, tackle complex challenges, and make a real impact in clients' retirement planning.
- Qualifications: 3-4 years experience in SIPP/SSAS pension administration is essential.
- Other info: Diversity is key; we welcome applicants from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity? Find out below.
Type: Contractor, self employed
Working Hours: Monday to Friday 9am – 5pm, up to 35 hours per week
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
Here at Hartley Pensions we are looking for an Interim SIPP Manager to support us in the reconciliation of our client’s accounts and able to administer the whole life cycle of a SIPP with a focus on transfers to retirement. You will be involved in the project of investigating our client’s SIPP and finding any discrepancies and missing information. You will be involved in handling simple to complex SIPP queries.
What you’ll be doing:
- Administer and take ownership in the reconciliation of our client’s SIPP.
- Manage and update clients on their SIPP valuation.
- Manage and ensure processes are fully monitored and completed in line with client and legislation requirements.
- Be a point of contact for the team to support with queries.
- Contact and liaise with investment providers or banks to get an updated statement for the client’s SIPP.
- Processing SIPP transfers out and retirement requests as per instructions from our clients.
- Liaise and collaborate with our team of 8 Pension administrators/SIPP Managers.
- Liaise with pension schemes/providers to obtain pension information.
- Proactively identify risk within the department and escalate any concerns to SIPP Manager or Operations Director.
Skills and experience
To be successful you must be able to demonstrate that you have managed and taken ownership of complex pension administration scenarios with at least 3-4 years experience within the SIPP/SSAS pensions industry.
Not essential but please note on your CV if you have any of the following:
- Bank reconciliation experience
- 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 interested in working on a project that involves the reconciliation of simple to complex SIPP cases and you have most of the skills or experience we’re looking for, please go ahead and apply today. We’d love to hear from you!
Interview process
One stage, 40-60 minutes competency-based and Q&A interview.
Who are Hartley Pensions?
Hartley Pensions is a SSIP (Self-Invested Personal Pension) and SSAS (Small Self-Administered Scheme) operator. Hartley Pensions provide white label SIPPs for a number of leading investment and trading platforms.
Here at Hartley Pensions diversity is important to us. We have an experienced and multi-lingual team from diverse backgrounds. We have an equal opportunities policy and welcome applicants from any background. 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.
SIPP Pensions Manager employer: Hartley Pensions Ltd
Contact Detail:
Hartley Pensions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Pensions Manager
✨Tip Number 1
Familiarise yourself with the SIPP and SSAS pension frameworks. Understanding the nuances of these systems will not only help you in the interview but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the pensions industry, especially those who have experience with SIPP management. Engaging in conversations can provide insights and potentially lead to referrals.
✨Tip Number 3
Prepare for competency-based questions by reflecting on your past experiences. Think of specific examples where you've successfully managed complex pension scenarios or resolved discrepancies.
✨Tip Number 4
Research Hartley Pensions and their approach to diversity and inclusion. Being able to discuss how your values align with theirs can set you apart during the interview process.
We think you need these skills to ace SIPP Pensions Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in SIPP and SSAS pensions administration. Focus on relevant roles and responsibilities that demonstrate your ability to manage complex pension scenarios.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements mentioned in the job description. Explain how your skills and experiences align with the role of SIPP Pensions Manager and express your enthusiasm for the opportunity.
Highlight Relevant Skills: In your application, emphasise any experience you have with bank reconciliation and systems like SIPP Pro or Platinum Pro. 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 skills and ability to handle complex queries. Be ready to discuss how you've managed discrepancies in pension accounts.
How to prepare for a job interview at Hartley Pensions Ltd
✨Know Your SIPP Basics
Make sure you have a solid understanding of Self-Invested Personal Pensions (SIPPs) and their lifecycle. Be prepared to discuss the intricacies of SIPP administration, including transfers and reconciliations, as this will demonstrate your expertise in the field.
✨Prepare for Competency Questions
Since the interview is competency-based, think of specific examples from your past experience that showcase your ability to manage complex pension scenarios. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Familiarise Yourself with Hartley Pensions
Research Hartley Pensions and understand their services, values, and the importance they place on diversity. This knowledge will help you tailor your answers and show genuine interest in the company during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, ongoing projects, or how success is measured in the role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
