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For Companies At a Glance
- Tasks: Manage SIPP client portfolios and provide top-notch administration support.
- Company: Award-winning Chartered Pensions & Investment Company with a focus on staff development.
- Benefits: Salary up to £35,000, discretionary bonus, health cash plan, and hybrid working options.
- Why this job: Join a prestigious team and make a real difference in clients' financial futures.
- Qualifications: Experience with SIPP management or relevant industry experience is essential.
- Other info: Enjoy excellent career growth and a supportive work environment.
The predicted salary is between 25000 - 35000 £ per year.
We have an excellent opportunity to join an award-winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry experience.
My client is an established and prestigious Chartered Pensions & Investment Company, who have been in existence for almost 40 years. They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their Best Advisor to Work for award, 3 years running.
The role
To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner.
Knowledge, skills and abilities
- Knowledge of the SIPP and associated products.
- Good technical knowledge of SIPPs and their use in financial planning.
- Knowledge of other financial services legislation relevant to role.
- Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professional connections via various methods: phone, letter, e-mail, memo, etc.
- Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area.
- Knowledge of Data Protection legislation relevant to role.
- Knowledge of IT systems and programmes relevant to role.
- Ability to work within level of authority and to refer work when appropriate.
- Ability to create and maintain accurate computer-based records.
Remuneration and benefits
- Salary £25,000 to £35,000 per annum (dependent on qualifications, knowledge, and experience).
- Discretionary bonus.
- 4 x salary life assurance.
- Pension; 5% employer contribution - Increasing incrementally in recognition of service.
- 24 days holiday - Increasing incrementally in recognition of continuous service.
- Health Cash Plan Scheme.
- Free parking.
- Hybrid Working Scheme following completion of initial training and induction.
If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies; you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Pension Administrator in Coventry employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Administrator in Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry and let them know you're on the hunt for a Pension Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your SIPP knowledge. Make sure you can confidently discuss how SIPPs work and their benefits in financial planning. This will show potential employers that you're not just a candidate, but a knowledgeable asset.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We love seeing applications directly from candidates who are eager to join our award-winning team. Plus, it makes it easier for us to keep track of your application!
We think you need these skills to ace Pension Administrator in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pension Administrator role. Highlight your experience with SIPP clients and any relevant industry knowledge. We want to see how your skills match what we're looking for!
Showcase Your Communication Skills: Since you'll be communicating with various professionals, it's important to showcase your communication skills in your application. Use clear and concise language, and don’t forget to mention any experience you have in client interactions.
Highlight Relevant Experience: If you've got experience in financial services or managing portfolios, make it stand out! We love seeing candidates who can demonstrate their understanding of SIPPs and related products.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at North Oak Recruitment
✨Know Your SIPPs Inside Out
Make sure you brush up on your knowledge of Self-Invested Personal Pensions (SIPPs) and their role in financial planning. Be ready to discuss how they work, the associated products, and any recent changes in legislation that might affect them.
✨Showcase Your Communication Skills
Since you'll be liaising with clients, actuaries, and other professionals, practice articulating complex information clearly and concisely. Think of examples from your past experience where effective communication made a difference.
✨Demonstrate Your Attention to Detail
As a Pension Administrator, accuracy is key. Prepare to discuss how you maintain accurate records and ensure compliance with regulations. Bring examples of how you've successfully managed data in previous roles.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This shows your genuine interest and helps you assess if it's the right fit for you.
