Rathbones
Administrator - SIPP Client Service
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Role Title: Administrator - SIPP Client Service
Division: Group Operations- Self Invested Personal Pension
Location: Leeds
Contract: 1x Permanent position and 1x 12-month Fixed-term Contract
Working pattern: Hybrid
About the Role
Join a team dedicated to delivering exceptional outcomes for clients throughout their investment journey. As a SIPP Administrator, you'll play a key role in sending regulatory reports to clients and Advisors, working collaboratively with colleagues across the business to ensure a seamless client experience. You'll also have the opportunity to contribute to service improvements, strengthen operational excellence, and help shape how we deliver outstanding support to our clients.
What you’ll be responsible for
- Deliver high-quality SIPP administration services, ensuring requests are processed accurately and within agreed service standards.
- Deliver comprehensive cradle-to-grave administration across the client lifecycle, managing all aspects of pension servicing including contributions, withdrawals, transfers, client account updates, benefit processing, review activities, and associated regulatory requirements.
- Work closely with Financial Planners, Paraplanners and third-party pension providers to help deliver a seamless client experience.
- Respond to client and colleague queries professionally and efficiently, providing updates and resolving issues in a timely manner.
- Maintain accurate client records and documentation, ensuring all activities are completed in line with regulatory and internal requirements.
- Prepare reports, correspondence and supporting documentation to assist with client reviews and ongoing servicing requirements.
- Build effective relationships with colleagues across Operations and the wider business to support positive client and business outcomes.
- Identify opportunities to improve processes and ways of working, contributing to continuous improvement initiatives across the team.
- Keep up to date with relevant regulatory and industry developments, ensuring changes are understood and reflected in day-to-day activities.
- Support effective risk management by following policies, procedures and controls.
- Deliver an excellent service experience to both clients and colleagues, helping to achieve consistently positive client outcomes.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply
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- Experience gained in an administration, customer service, contact centre or client support environment, with a genuine commitment to delivering excellent client and business outcomes.
- Strong organisational and time management skills, with the ability to prioritise competing demands and work accurately in a fast-paced environment.
- Excellent written and verbal communication skills, with the confidence to build effective relationships and communicate with stakeholders at all levels, including senior leadership.
- An understanding of the Pensions, Wealth Management, Financial Advice or wider Financial Services sector, including regulatory requirements, would be advantageous but is not essential.
- A proactive and curious mindset, with the confidence to challenge existing processes and identify opportunities for improvement.
- The ability to embrace and support change, helping to drive new initiatives and ways of working across the team.
- A passion for continuous improvement, with a focus on enhancing processes, efficiencies and client outcomes.
- An awareness of regulatory responsibilities and a commitment to keeping up to date with industry developments and changes.
- A strong desire to learn and develop, with the adaptability to thrive in an evolving business environment.
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- A company pension - 9% non-contributory or 10% if you contribute 5%
- Private medical insurance – Individual on joining, family after 1 year’s service
- Life assurance - 8 x salary
- Income protection – 75 % salary
- Company share scheme
- Flexible holidays – purchase up to 5 additional days
- Discretionary bonus
- Green Car Scheme
- Family friendly policies – enhanced family leave for parents & carers
- Study support – study days and funding for courses and qualifications
- Season travel ticket loans
- Volunteering days
- Gym discounts
- Other voluntary benefits you can choose to suit you
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:
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- Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
- Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
- The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.
We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com
Mission
We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.
Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.
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