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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 the 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 the role and individual responsibilities in this area.
- Knowledge of Data Protection legislation relevant to the role.
- Knowledge of IT systems and programmes relevant to the 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 Loughborough 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 Loughborough
✨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 your experience managing portfolios and how you can provide top-notch service to clients. Practice common interview questions with a friend to get comfortable.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for openings at firms that prioritise employee development and client satisfaction, just like the one in the job description.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great chance to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace Pension Administrator in Loughborough
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 to demonstrate your ability to convey information effectively.
Highlight Relevant Experience: If you have previous experience in pensions or financial services, make it stand out! We love seeing candidates who can bring their expertise to our team, so don’t hold back on sharing your achievements.
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 the best chance at joining our award-winning team!
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 associated products. Be ready to discuss how they fit into financial planning, as this will show your potential employer that you’re not just familiar with the basics but can also provide valuable insights.
✨Showcase Your Communication Skills
Since you'll be the in-house contact for clients, it's crucial to demonstrate your ability to communicate effectively. Prepare examples of how you've successfully interacted with clients or other professionals in the past, whether through phone calls, emails, or meetings.
✨Familiarise Yourself with Regulations
Understanding relevant financial services legislation, data protection laws, and money laundering procedures is key. Make sure you can discuss how these regulations impact your work and how you’ve adhered to them in previous roles.
✨Highlight Your Technical Proficiency
Be prepared to talk about your experience with IT systems and programmes relevant to pension administration. If you have specific software experience, mention it! This will help reassure the interviewers that you can hit the ground running.
