Senior Pension Administrator
Posted 4 days ago by Hartley Pensions Limited
Negotiable
Undetermined
Hybrid
City Of Bristol, England, United Kingdom
Summary: The Senior Pension Administrator role at Hartley Pensions involves overseeing the reconciliation of client accounts and assisting with the administration of SIPPs during a transitional phase for the business. This position is office-based or hybrid, requiring up to 35 hours per week. The role is pivotal in ensuring high-quality service to clients while collaborating with various stakeholders. Candidates should have relevant experience in pension administration and familiarity with systems like SIPP Pro or Platinum Pro.
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 retirement requests as per client & IFA instructions.
- Liaise and collaborate with Pension administrators & SIPP Managers.
- Obtain pension information from pension schemes/providers.
- Administer drawdown requests, benefit calculations, process death benefits & transfers.
- Proactively identify risks and escalate concerns to the SIPP Manager or Operations Director.
Key Skills:
- Experience in pension administration.
- Familiarity with SIPP Pro or Platinum Pro systems.
- Bank reconciliation experience (valuable but not essential).
- Strong communication and collaboration skills.
- Ability to manage client relationships effectively.
- Competency in processing retirement requests and benefit calculations.
Salary (Rate): undetermined
City: Bristol
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Senior Pension Administrator Contract Monday to Friday 9am – 5pm, up to 35 hours per week – office based Office based or Hybrid (3 days in the office, 2 days working from home) Bristol, City Centre BS1 Operations Director Hartley Pensions are looking for an experienced Pension Administrator 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 administration of our client's SIPPs whilst they begin to be transferred 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 As interim Senior Pension Administrator, you will be doing the following:
- Administer the reconciliation of our client’s SIPPs.
- Update clients on their SIPP valuation.
- Contact and liaise with investment providers, banks & stake holders to get an updated statement for the client’s SIPP account.
- Processing retirement requests as per instructions from our clients & IFAs.
- Liaise and collaborate with our team of 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 SIPP Manager or the Operations Director.
If you have experience using systems such SIPP Pro or Platinum Pro. Bank reconciliation experience. (Valuable but not essential) 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. 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