Pensions Administrator / KYC
Posted 5 days ago by 1763194968
£270 Per day
Inside
Undetermined
Bristol City Centre, Bristol
Summary: This role focuses on managing and reconciling Self-Invested Personal Pension (SIPP) accounts, ensuring their smooth transfer to new providers. The position requires strong client service skills and the ability to lead and mentor junior colleagues while maintaining compliance with UK pension regulations. The ideal candidate will have senior-level experience in pension administration and a proven track record in managing complex cases. Attention to detail and effective stakeholder coordination are essential for success in this position.
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
Key Skills:
- 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
Salary (Rate): £270 daily
City: Bristol
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: inside IR35
Seniority Level: Senior
Industry: Other
This position involves managing and reconciling a portfolio of Self-Invested Personal Pension (SIPP) accounts and overseeing their manual transfer to new providers.
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
The ideal candidate will bring:
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
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