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SIPP Pensions Manager
Job Posted: 18 days ago
Salary: £ 126 - 154 / Day
Job Type: Contract
Location: BS1, Bristol, City of Bristol
Expire in: 10 days
Job Description
SIPP Pensions Manager
Job Title: SIPP Pensions Manager – Interim
Type: Contractor, self employed
Working Hours: Monday to Friday 9am – 5pm, up to 35 hours per week
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
About the role
Here at Hartley Pensions we looking for an Interim SIPP Manager to support us in the reconciliation of our client’s accounts and able to administrator the whole life cycle of a SIPP with a focus on transfers to retirement. You will be involved in the project of investigating our client’s SIPP and finding any discrepancies and missing information. You will be involved in handling simple to complex SIPP queries.
What you'll be doing
* Your responsibilities for this role include but not restricted to:
* Administer and take ownership in the reconciliation of our client’s SIPP.
* Manage and update clients on their SIPP valuation.
* Manage and ensure processes are fully monitored and completed in line with client and legislation requirements.
* Be a point of contact for the team to support with queries.
* Contact and liaise with investment providers or banks to get an updated statement for the client’s SIPP.
* Processing SIPP transfers out and retirement request as per instructions from our clients.
* Liaise and collaborate with our team of 8 Pension administrators/SIPP Managers.
* Liaise with pension schemes/providers to obtain pension information.
* Proactively identify risk within the department and escalates any concerns to SIPP Manager or Operations Director.
Skills and experience
To be successful you must be able to demonstrate that you have managed and take ownership of complex pension administration scenarios with at least 3-4 years experience within the SIPP/SSAS pensions industry.
Not essential but please note on your CV if you have any of the following:
* Bank reconciliation experience
* Experience using systems such SIPP Pro or Platinum Pro.
We know that sometimes people can be put off applying for a job if they don't tick every box. If you’re interested in working on a project that involves the reconciliation of simple to complex SIPP cases and you have most of the skills or experience we're looking for, please go ahead and apply today. We'd love to hear from you!
Interview process
One stage, 40-60 minutes competency-based and Q&A interview.
Who are Hartley Pensions?
Hartley pensions is a SSIP (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. We have an experienced and multi-lingual team from diverse backgrounds. We have an equal opportunities policy and welcome applicants from any background.
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 candidatesBefore You Apply
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