Client Administrators - SIPP

Ref
27488
Division
Private Client - SIPP
Location
Cheltenham
Salary
Competitive
Closing date
30/11/2019

About the roles

We are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Each individual delivers on our shared values and our commitment to ensuring the highest levels of trust, integrity and quality.

The SIPP Practice Area provides administration and trusteeship services to self-invested personal pension arrangements for members, both advised and non-advised. We hold over 1000 commercial properties and are looking to grow in this area. Barnett Waddingham is committed to providing the best possible service to all of its members and supporting advisers and to achieve this service we need talented, motivated and enthusiastic people who enjoy working in a close knit and friendly organization.

If you have knowledge of the SIPP market place and product, have a desire to deliver a really strong client service and would like to further your career with a sector-leading consultancy, then we would like to hear from you!

The Client Administrator is responsible for carrying out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative requirements are met, and all clients are treated fairly.

About the person

  • You will need really strong communication and organisational skills to perform at a high level in this role as you will be responsible for making sure that all administration is relevant to the client's needs and that you are delivering it within agreed service levels.
  • You will be the sort of person who likes to take ownership of their tasks - makes sure that they are completed to a high standard and communicated to the client cliearly.
  • It is vital that we accurately and appropriately record time against tasks on a daily basis so you should have a strong eye for detail.
  • As you will be dealing with more complex SIPP helpline queries, bulk transfer exercises and benefit processing you will need to be able to demonstrate experience of undertaking this type of work within a SIPP environment.
  • You will also be the sort of person who looks for more effective ways of working and of improving the service we offer to our SIPP clients - as we grow it is vital that we continue to provide the very best service and make sure our processes are fit for purpose.
  • Finally, as an experienced SIPP professional, you will help provide training to less experienced administrators and may take on some client management activity as you progress in the role.

 Qualifications & Experience

  • GCSE Maths and English at grade C / 5 or equivalent.
  • Experience in pensions is desirable but knowledge of the SIPP market place and product is essential.
  • Strong communication skills and attention to detail.

What we offer

  • Flexible annual leave scheme, a generous pension scheme and a competitive (discretionary) annual bonus
  • A broad range of flexible (salary sacrifice) benefits to suit your lifestyle and stage
  • Scope for career progression – we will encourage and support your personal and professional development if that is what you want. This doesn’t necessarily mean climbing the career scale or pursuing a professional qualification but making sure you feel a sense of achievement and progression
  • The opportunity to work in a multi-award winning pensions consultancy
  • Fresh fruit available to all staff free of charge (along with free squash, teas, coffees and hot chocolate – something for everybody!
  • Opportunities to socialise or participate in sport, social or cultural activities
  • 1 paid volunteering day per year
  • Dress-down Fridays
  • Modern and comfortable offices where adjustments can be made in order for you carry-out your role in a safe and effective way

Values at Barnett Waddingham

Our values are important to us and we want them to be important to you too: Principled, Quality, Partnership and Respect

Wellbeing at Barnett Waddingham

Employee wellbeing has always been important to Barnett Waddingham and we believe that wellbeing at work is about raising awareness of where issues can arise and balancing the needs of employees and the business.   Our aim is to create an environment which allows individuals to be satisfied at work, be successful in what they do and enable them to achieve their full potential. We have a number of programmes to support wellbeing at Barnett Waddingham.

Diversity at Barnett Waddingham

We want to have a diverse and inclusive workforce as we believe that it will provide us with high performing teams that will be the driving force behind our continued success. An essential  part of this is developing teams who give and welcome different opinions, perspectives and cultural reference; bringing a real richness in our day to day activities, which will achieve better business results, for both ourselves and for our clients. It will also enable us to access a wider talent pool without any boundaries or bias.

We define diversity and inclusion in the following ways:

Respecting differences - we recognise, respect and value individual differences, which may include gender, background, education, religion, ethnicity or perspective. It is the individual that matters and the skills they bring to our organisation.

Inclusion is about embracing these differences for the future of the company. We have created an environment where all our people feel valued and respected, where people give their best. No member of staff should feel excluded from any activity because of their own background.

Corporate Social Investment at Barnett Waddingham

As a firm, we recognise that we have an impact that goes beyond our core activities.

Our corporate social investment programme is an integral part of what we do and is focused on ensuring that our overall impact is a positive one.

Our environment - We have an obligation to reduce the impact that we have on the environment and we consider our consumption, waste, and travel to set clear improvement targets.

Sustainable development - we aim to avoid adverse social and environmental impact in our supply-chain by reducing the environmental impact from service contractors as well as purchasing products that meet recognised environmental standards.

Ethical procurement - People in our supply-chain must be treated with respect and have clear employment rights; we would not knowingly use any service contractors who contravened any such issues.

Charities and volunteering - Our employees make a valuable contribution through their volunteering - each employee is entitled to take one working day a year to volunteer for a recognised good cause. We also match any employee’s personal donations or sponsorship to recognised organisations and charities.

 

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