Senior Pension Administrator
Posted 5 days ago by Hartley Pensions Ltd
£210 Per day
Inside
Hybrid
BS1, Bristol, City of Bristol
Summary: The Senior Pension Administrator role at Hartley Pensions is an interim position focused on overseeing the reconciliation of client SIPP accounts and facilitating the transfer of SIPPs away from the business. The role requires collaboration with a team of pension administrators and involves direct communication with clients and investment providers. This position is crucial during a transitional phase for the company, ensuring high-quality service delivery to clients. The role is office-based or hybrid, with a contract type of self-employed.
Key Responsibilities:
- Administer the reconciliation of client SIPPs.
- Update clients on their SIPP valuation.
- Contact and liaise with investment providers, banks & stakeholders for updated statements.
- Process SIPP transfers out and retirement requests as per client & IFA instructions.
- Liaise and collaborate with a team of 6 Pension administrators & SIPP Managers.
- Liaise with pension schemes/providers to obtain pension information.
- Administer drawdown requests, benefit calculations, process death benefits & transfers.
- Proactively identify risk within the department and escalate concerns to the Team Leader or Operations Director.
Key Skills:
- Experience in SIPP administration.
- Knowledge of pension schemes and regulations.
- Strong communication and interpersonal skills.
- Ability to work collaboratively in a team environment.
- Experience with systems such as SIPP Pro or Platinum Pro (not essential).
- Bank reconciliation experience (not essential).
Salary (Rate): £210 daily
City: Bristol
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: inside IR35
Seniority Level: Mid-Level
Industry: Finance
Job Title: Senior Pension Administrator - Interim
Rate: £20 to £30+ per hour (depending on experience)
Type: Contract, self employed
Working Hours: Monday to Friday 9am – 5pm, up to 35 hours per week – office based
Work Pattern: Office based or Hybrid (3 days in the office, 2 days working from home)
Location: Bristol, City Centre BS1
Reporting to: Operations Director
Hartley Pensions are looking for experienced Senior Pension Administrators to support us in an important transitional phase for the business.
We are offering a highly unique opportunity for a SIPP administrator to help oversee the reconciliation of our client’s accounts and assist with the transferring of SIPPs away from the business.
You will therefore play a pivotal role in company operations and in providing a high-quality service to clients during this important period for the business.
What you'll be doing
- Administer the reconciliation of our client’s SIPPs.
- Update clients on their SIPP valuation.
- Contact and liaise with investment providers, banks & stakeholders to get an updated statement for the client’s SIPP.
- Processing SIPP transfers out and retirement request as per instructions from our clients & IFAs.
- Liaise and collaborate with our team of 6 Pension administrators & SIPP Managers.
- Liaise with pension schemes/providers to obtain pension information.
- Administer drawdown requests, benefit calculations, process death benefits & transfers.
- Proactively identify risk within the department and escalates any concerns to the Team Leader or the Operations Director.
Not essential but please note on your CV if you have any of the following:
- If you have experience using systems such SIPP Pro or Platinum Pro.
- Bank reconciliation experience.
Interview process:
One stage, 40-60 minutes competency-based and Q&A interview.
About us
Hartley pensions is a SIPP (Self-Invested Personal Pension) and SSAS (Small Self-Administered Scheme) operator. Hartley pensions provide white label SIPP’s for a number of leading investment and trading platforms. We currently have around 16,000 clients. Here at Hartley pensions diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply. Join us in creating a workplace where everyone feels valued, respected, and empowered to thrive.
Please note, we are unable to provide employment sponsorship to candidates