Client Administrator

JOB DESCRIPTION

The SIPP Practice Area provides administration and trusteeship services to self-invested personal pension arrangements for members, both advised and non-advised. The purpose of this role is to carry 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.  

This role can be based in our Glasgow or Cheltenham office (hybrid working). 

Responsibilities

• All administration should be relevant to the client needs and service is delivered within any agreed service levels, priorities and quality standards.     
• Carry out any client work taking responsibility for client communication and ownership of tasks as appropriate.  Ensure that client needs are fully understood and administered in line with documented procedures.
• Ensure time is appropriately and accurately recorded against tasks on a daily basis and work to minimise non billable time.
• Work in accordance with BW values, behavioural competencies and treating customers fairly requirements.

Experience/Qualifications

• GCSE Maths and English at grade C/5 or equivalent.
• Experience in pensions and working in a team environment is desirable.
• Knowledge of the SIPP market place is preferred 
• Strong communication and interpersonal skills are essential.
• The ability to work hard with the right attribute towards the continuous development of your skills and knowledge.