Barnett Waddingham
Client Administrator
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Client Administrator
Client Administrator (SIPP Team)
Location: Glasgow or Cheltenham (hybrid working) Contract Type: 12-month fixed term
About the Role
We are seeking a Client Administrator to join our Self-Invested Personal Pension (SIPP) team. This role ensures a high-standard administrative service is delivered efficiently, complies with all regulatory and legislative requirements, and prioritises fair treatment for all clients.
A Typical Day May Include
- Administering tasks with a strong focus on meeting client-specific needs while adhering to agreed service levels, priorities, and quality standards.
- Taking ownership of client communication and task completion, ensuring needs are fully understood and actioned in line with documented procedures.
- Accurately recording working hours daily to maximise billable time and align with company objectives.
- Upholding BW’s values, behavioural competencies, and treating customers fairly (TCF) principles at all times.
Essential Requirements
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- GCSE Maths & English at grade C/5 or equivalent.
- Strong communication & interpersonal skills (fundamental to the role).
- Demonstrated commitment to continuous skill development.
Desirable Experience
- Experience in pensions or financial administration, particularly within the SIPP space.
- Teamworking skills to thrive in a collaborative environment.
Benefits & Perks
Core Benefits
- Competitive discretionary annual bonus
- Generous pension scheme (8% contribution)
- 30 days holiday (with optional holiday trading)
- Comprehensive core offerings, including:
- Private medical cover
- Life assurance (up to 10x salary)
- Group income protection (65% cover)
Voluntary Benefits
Choose from a wide range of personalised perks, such as:
- Electric car leasing scheme
- Technology allowance
- Cycle-to-work scheme
- Dental & healthcare cash plans
- Health assessments & critical illness cover
- 50% subsidised gym/sports membership (up to £50/month)
- Travel insurance & paid volunteering
- Extensive retailer discounts
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For the full benefits list, visit Barnett Waddingham’s Total Reward Page.
Flexibility & Commitment
We welcome discussions on flexible working arrangements to support your needs.
Accessibility Note Barnet Waddingham is a Disability Confident Employer. Reasonable adjustments can be made. View our Accessibility Policy for more details.
Explore Opportunities Elsewhere
Discover more Careers at BW via Barnet Waddingham’s Careers Page.
Rules for Recruitment Agencies: Unsolicited CVs are not accepted. For assistance inquiries, please email careers@barnett-waddingham.co.uk.
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