Pension Specialist - City Of Bristol, England

Job summary

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.

Responsibilities

• Comprehensive administration: You will manage a caseload of client SIPPs across multiple books of business, handling administrative requests across all areas.
• Case complexity: This will include dealing with complex cases, such as those where property is held within the SIPP.
• Reconciliation and transfer management: You will perform detailed reconciliation of client SIPPs and play a key role in the manual transfer of accounts to new providers.
• Exceptional client service: You will ensure efficient processing of administrative requests, covering tasks like benefit calculations, drawdowns, disinvestments, crystallisation splits, death benefits, and bank reconciliations.
• Multi-stakeholder liaison: You will communicate and coordinate effectively with internal teams, clients, IFAs, and receiving schemes to ensure smooth transfers.
• Leadership and oversight: You will take 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.

Job description