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For Companies At a Glance
- Tasks: Manage and reconcile SIPP accounts while overseeing transfers to new providers.
- Company: Join a dynamic team during a pivotal business transformation.
- Benefits: Hybrid working, competitive pay, and the chance to make a real impact.
- Why this job: Be a key player in a critical transition and mentor junior colleagues.
- Qualifications: Senior experience in SIPP or SSAS administration and strong knowledge of UK pension legislation.
- Other info: Supportive environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A unique and rewarding opportunity has arisen for an experienced pensions professional to take on a senior interim role during a pivotal period of transition. This position involves managing and reconciling a portfolio of Self-Invested Personal Pension (SIPP) accounts and overseeing their manual transfer to new providers. If you have substantial experience in SIPP or SSAS administration and are ready to make a meaningful impact in a hands-on role, we would love to hear from you.
Key Responsibilities
- End-to-end SIPP administration across multiple books of business, including complex cases
- Reconciliation and transfer management of client accounts to new schemes
- Client service excellence, covering benefit calculations, drawdowns, disinvestments and bank reconciliations
- Stakeholder coordination with internal teams, clients, IFAs, and receiving schemes
- Leadership and mentoring, supporting junior colleagues and identifying process improvements
About you
- Senior-level experience in SIPP or SSAS pension administration
- Proven expertise in pension transfers
- Strong knowledge of UK pension legislation and regulatory frameworks
- Exceptional attention to detail and ability to manage a varied workload
- Experience in training and supporting team members
What's on Offer
- High-impact role during a critical business transformation
- Hybrid working after initial training period
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients.
Interim SIPP Manager in Bristol employer: Marks Sattin Ltd
Contact Detail:
Marks Sattin Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Interim SIPP Manager in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry and let them know you're on the lookout for interim roles. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your SIPP and SSAS knowledge. Be ready to discuss your experience with complex cases and how you've managed client accounts in the past. Confidence is key, so practice makes perfect!
✨Tip Number 3
Showcase your leadership skills! If you've mentored junior colleagues or improved processes, make sure to highlight these experiences during interviews. Employers love candidates who can lead and inspire others.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it’s a great way to stay updated on new opportunities tailored just for you.
We think you need these skills to ace Interim SIPP Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Interim SIPP Manager role. Highlight your experience in SIPP or SSAS administration and any relevant achievements that showcase your expertise in pension transfers.
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. Mention specific experiences that relate to the key responsibilities, like managing complex cases or client service excellence.
Showcase Your Attention to Detail: Given the nature of the role, it's crucial to demonstrate your exceptional attention to detail. Use examples from your past work where your meticulousness made a difference, especially in reconciliation and transfer management.
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!
How to prepare for a job interview at Marks Sattin Ltd
✨Know Your SIPP Inside Out
Make sure you brush up on your knowledge of Self-Invested Personal Pensions (SIPP) and Self-Invested Pension Schemes (SSAS). Be prepared to discuss specific cases you've managed, especially complex ones, as this will show your expertise and confidence in handling the responsibilities of the role.
✨Showcase Your Client Service Skills
Since client service excellence is key, think of examples where you've gone above and beyond for clients. Prepare to share how you've handled benefit calculations, drawdowns, and disinvestments, as well as any challenges you've faced and how you resolved them.
✨Demonstrate Leadership and Mentoring Experience
This role involves supporting junior colleagues, so be ready to talk about your leadership style. Share specific instances where you've mentored team members or identified process improvements, highlighting your ability to foster a collaborative environment.
✨Understand the Regulatory Landscape
Familiarise yourself with UK pension legislation and regulatory frameworks. Be prepared to discuss how these regulations impact SIPP administration and transfers, as this knowledge will demonstrate your readiness to navigate the complexities of the role.
