Senior Pensions Administrator
Posted 2 weeks ago by Hartley Pensions Ltd
£210 Per day
Inside
Hybrid
BS1, Bristol, City of Bristol
Summary: Hartley Pensions is seeking experienced pension administrators for a transitional phase, focusing on the reconciliation of client SIPP portfolios and their manual transfer to new operators. The role involves managing a case load of client SIPPs and ensuring efficient processing of administrative requests. Candidates should be adaptable, willing to learn, and able to handle complex workloads. Training is provided, but applicants are expected to have prior experience and be ready to contribute immediately.
Key Responsibilities:
- Administer a set case load of client SIPPs based on the relevant book of business.
- Ensure smooth and efficient processing of administrative requests including benefit calculations, drawdown requests, disinvestments, and death benefits.
- Provide updates to clients, IFAs, and relevant parties.
- Reconcile client SIPPs and assist with manual transfers to new operators.
- Handle complex and varied workloads while maintaining exceptional service.
Key Skills:
- Experience in pension administration, particularly in SIPP management.
- Ability to handle complex workloads and adapt to new challenges.
- Strong communication skills for client and stakeholder updates.
- Willingness to learn and develop in SIPP administration.
- Background in DB/DC pensions is advantageous.
Salary (Rate): £210/day
City: Bristol
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: inside IR35
Seniority Level: Mid-Level
Industry: Finance
Senior Pension Administrator - Interim
£20 to £30+ per hour (depending on experience)
Contract, self employed (umbrella options available)
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
Summary
Hartley Pensions are looking for experienced pension administrators to support us in an important transitional phase for the business.
We are offering a highly unique and rewarding opportunity for you to provide a leading role in the reconciliation of our client's SIPP portfolios before manually transferring them to new operators.
Role:
To administer a set case load of client SIPPs based on the relevant book of business, providing an exceptional service by ensuring the smooth and efficient processing of administrative requests.
This ranges from benefit calculations, processing drawdown requests, disinvestments, crystallisation splits, death benefits, valuation reports & providing updates to clients, IFAs and relevant parties.
Your main duties as a Senior Pension Administrator will not only involve the standard BAU of pension administration (outlined above) but crucially the reconciliation of our client's SIPPs and to assist with transferring them over to new operators via manual transfers.
It is therefore essential that you are someone who can handle complex and varied work loads. You are also someone who is willing to learn and develop.
We welcome candidates from a DB/DC background who are willing to learn and develop in SIPP administration.
Training and development is provided although this is not an entry level role and we fully expect successful applicants to essentially hit the ground running.
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. Harltey Pensios provide white label SIPP's for a number of leading investment and trading platforms.
Diversity is important to us. Growing, maintaining and promoting a diverse team is a priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply.
** Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.