Client Administrators - SIPP

Cheltenham

This vacancy is now closed

BW are an independent UK consultancy dealing in risk, pensions, investment and insurance with over 1,200 employees spread across 8 offices. Our core business is the provision of services to trustees of UK occupational pension schemes such as DB, DC, CARE and cash balance.

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

The role

You will be responsible for carrying out any administration tasks for clients as required and ensuring 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. You'll be dealing with complex SIPP helpline queries, bulk transfer exercises and benefit processing so will need to demonstrate experience of undertaking this type of work within a SIPP environment. You'll also 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.

The person

You'll need strong communication and organisational skills to perform at a high level in this role and will be the sort of person who likes to take ownership of their tasks, making sure that they are completed to a high standard and communicated to the client cliearly. You'll also need a strong eye for detail.

Ideally, you'll have knowledge of the SIPP marketplace and product or have worked within Financial Services.  As a minimum, GCSE Grade 4/5 or C (or equivalent) in both Maths and English is essential.

What we offer

  • 25 days holiday with the option to buy more, a generous pension scheme and a discretionary but competitive annual bonus
  • A wide range of flexible rewards & benefits designed to suit your age and lifestyle
  • Career progression opportunities and a focus on training and professional development
  • Free fresh fruit and hot & cold drinks
  • Sports & social clubs and groups
  • 1 paid volunteering day per year
  • Dress-down Fridays
  • Modern, comfortable offices

 

 

 

 


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