Hartley Pensions Limited
SIPP Manager
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SIPP Manager
Role: SIPP Manager – Interim
Rate: Competitive (subject to experience & interview competencies)
Type: Contractor (via umbrella payroll company)
Location: Bristol, BS1
Hours: 35 hours a week (full-time), Monday to Friday
This is a highly unique and rewarding opportunity for an experienced pension specialist to take on a leading role within Hartley Pensions during a significant period of transition. You will be entrusted with managing the day-to-day administration of a SIPP book of business, including the oversight of a designated team of skilled SIPP administrators.
If you have substantial experience at a senior level in SIPP or SSAS administration and want to play a pivotal, hands-on role in a business's transformation, we want to hear from you.
Who are Hartley Pensions?
Hartley Pensions are a SIPP and SSAS pensions operator based in central Bristol. Since July 2022, the company has been in a trading administration. Under the administration of UHY Hacker Young, Hartley Pensions continues to operate an essential service to clients whilst preparing to transfer members to new UK-based operators and wind down the business.
Role
As the Interim SIPP Manager, you will be given ownership and responsibility for a dedicated book of business, including:
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- Managing a caseload of client SIPPs across multiple books of business, handling administrative requests across all areas. This will include dealing with complex cases, such as those where property is held within the SIPP.
- Ensuring efficient processing of administrative requests, covering tasks like benefit calculations, drawdowns, disinvestments, crystallisation splits, death benefits, and bank reconciliations.
- Communicating and coordinating effectively with internal teams, clients, IFAs, and receiving schemes to ensure smooth transfers.
- Taking a dependable and accountable approach, overseeing the work of others and mentoring more junior colleagues. This includes identifying and addressing areas for improvement within the process.
About You
The successful candidate will demonstrate:
- Substantial senior-level experience in SIPP or SSAS pension administration.
- Significant experience in handling pension transfers.
- A strong academic understanding of UK pension legislation and regulations.
- The ability to manage a complex and varied workload with exceptional attention to detail.
- Proven experience in training and supporting less experienced team members.
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What we offer
- A highly competitive rate: We pay within the top 10% of employers in the industry.
- Meaningful impact: A rare opportunity to play a leading part in assisting a business through a crucial transitional period.
- Hybrid working: We allow hybrid options (up to 2 days from home a week) after successful completion of training period.
Recruitment Process
Hartley Pensions follow a two-stage recruitment process.
- A 30-minute screening call.
- A 60-minute interview with some competency-based questions.
At Hartley Pensions, diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply. Join us in creating a workplace where everyone feels valued, respected, and empowered to thrive.
Website
To find out more about Hartley Pensions, please visit: https://www.uhy-uk.com/hartley-pensions-limited-administration
*** Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.
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