Pensions Manager

Interim SIPP Manager

Location: Bristol

Full Time (35 hours per week)

Before you meet us, get to know us

Hartley Pensions have provided pensions products to clients for over 35 years and administers both SIPPs and SSAS’s

Our culture

We encourage ambition and reward success. We are committed to creating an environment that encourages both efficient working practices as well as a friendly and sociable atmosphere.

We have drawn together a highly skilled, experienced and multi-lingual team from diverse backgrounds. We have an equal opportunities policy and welcome applicants for positions from any background.

The role

We are looking for an Interim SIPP Manager to join our team in Bristol.

As an experienced SIPP Manager you are used to encouraging and supervising a high quality of service across a SIPP administration team.

You will oversee all associated administration that comes with managing a SIPP administration team, including periodic reviews and valuations, calculations, handling investments, ensuring investments are 'permitted', handling property transactions including purchases, sales and rental transactions, whilst liaising with clients when necessary.

Job description

Managing and supervising the SIPP administration team -

• Logging and allocating daily post to team members via the work log on SIPP Pro, and managing the teams workflow.
• Management of the SIPP team to ensure procedures are followed for each item of post and reporting non-compliance to the Administration Manager
• Dealing with all aspects of SIPP administration, including new business, illustration requests, Investments, retirements, transfers in, transfers out and deaths.
• Dealing with communications to and from clients and intermediaries whether in writing, by email or over the phone.
• Overseeing and carrying out annual SIPP reviews within timescales to ensure that the scheme accounts are issued within 6 weeks of the scheme year end.
• Ensuring SIPP team adhere to service standards & reporting any failings to the Administration Manager.
• Dealing with payments from scheme accounts using the Bankline system and ensuring that all payments comply with the company Client Money policy.
• Monitoring team workloads and performance and reporting findings monthly to the Administration Manager.
• To identify and highlight areas requiring improvement and assist in the preparation of processes and procedures.
• Ensuring that the SIPP team keep the SIPP Pro database up to date with current information and reporting any non-compliance to the administration manager.

What we look for

• Excellent communication, interpersonal and listening skills
• The ability to encourage and oversee high quality teamwork
• Time management skills
• The ability to make decisions and solve problems under pressure
• Proving and encouraging a high level of service to clients
• Working with sensitive data
• Customer service skills
• Self-motivation and organisation
• A good level of numeracy and IT skills
• A target-driven mind-set