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For Companies At a Glance
- Tasks: Manage complex pension cases and support team performance in a fully remote role.
- Company: Growing financial services organisation with a strong reputation.
- Benefits: Competitive day rate, flexible remote work, and immediate opportunity.
- Why this job: Make an impact by managing varied pension cases and mentoring colleagues.
- Qualifications: Experience with SIPPs and strong attention to detail required.
- Other info: Join a dynamic team and enhance your skills in a supportive environment.
Contract Length: 6 months
Rate: Competitive day rate (dependent on experience)
Location: Fully Remote - MUST BE UK BASED
Overview
We’re working with a growing financial services organisation that requires an experienced Pensions Specialist to provide short-term support during a busy period.
This contract will suit someone confident managing complex pension cases end-to-end, while also supporting team performance and maintaining strong operational standards.
The Role
You’ll be responsible for delivering high-quality SIPP administration across a varied portfolio, ensuring all work is completed accurately, efficiently, and in line with regulatory requirements.
Alongside your own caseload, you’ll provide technical support to colleagues and help maintain consistency in team output.
Key Duties
- Oversee the full administration of SIPPs, from onboarding through to ongoing servicing
- Process a range of transactions including contributions, transfers, and benefit payments
- Manage drawdown activity and pension payroll calculations
- Take ownership of more complex or non-standard cases
- Review and check work completed by others to ensure accuracy and compliance
- Provide guidance and support to team members on technical queries
- Assist in improving internal processes and identifying efficiencies
- Liaise with clients and third parties to resolve queries and maintain service levels
- Ensure all activity aligns with current regulatory and legislative standards
Additional Responsibilities
As part of this contract, you will play a key role in supporting the transition of knowledge to the permanent team. This will include:
- Training members of the internal pensions team on SIPP administration processes and best practices
- Documenting key procedures, workflows, and technical requirements to support long-term service delivery
- Supporting a structured handover of responsibilities, ensuring the internal team is confident managing the scheme independently
- Acting as a subject matter expert during the transition period, providing guidance and clarity on complex areas
This element of the role is essential, as the long-term objective is for the existing pensions team to take full ownership of the administration and ongoing servicing of the new pension scheme.
Candidate Profile
- Demonstrable experience working with SIPPs within a pensions administration environment
- Ability to handle complex cases with minimal supervision
- Strong working knowledge of relevant regulations and industry standards
- High level of accuracy and attention to detail
- Confident communicator with a collaborative approach
- Able to manage workload effectively in a remote setting
- Previous experience supporting or mentoring colleagues is advantageous
Why Apply?
- Immediate opportunity with a well-regarded organisation
- Fully remote contract offering flexibility
- Varied workload with exposure to complex pension cases
- Opportunity to add value quickly within an experienced team
Pension Specialist employer: Morris Sinclair Recruitment
Contact Detail:
Morris Sinclair Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Specialist
✨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 opportunities. A friendly chat can lead to insider info about roles that might not even be advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss SIPP administration and complex cases. We want you to shine when they ask about your experience!
✨Tip Number 3
Don’t forget to showcase your mentoring skills! If you've supported colleagues before, share those experiences during interviews. It shows you’re not just a lone wolf but a team player who can help elevate others.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing familiar faces from our community, so don’t hesitate to put yourself out there!
We think you need these skills to ace Pension Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with SIPPs and complex pension cases. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
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 contract. Share specific examples of how you've managed similar tasks and supported team performance in the past.
Showcase Your Attention to Detail: Since accuracy is key in pension administration, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Morris Sinclair Recruitment
✨Know Your SIPPs Inside Out
Make sure you brush up on your knowledge of Self-Invested Personal Pensions (SIPPs) before the interview. Be ready to discuss your experience managing complex cases and how you've ensured compliance with regulations in your previous roles.
✨Showcase Your Team Spirit
Since this role involves supporting and mentoring colleagues, think of examples where you've successfully collaborated with a team. Highlight any instances where you've provided guidance or training, as this will demonstrate your ability to contribute positively to the team's performance.
✨Prepare for Technical Questions
Expect to face technical questions related to pension administration and regulatory standards. Brush up on key processes like contributions, transfers, and payroll calculations, and be prepared to explain how you ensure accuracy and compliance in your work.
✨Demonstrate Your Problem-Solving Skills
Be ready to discuss how you've tackled complex or non-standard cases in the past. Think of specific challenges you've faced and how you resolved them, as this will show your potential employer that you can handle the demands of the role effectively.