Client Administrator

We are seeking a Client Administrator to join our SIPP team. This is a permanent role that can be based in our Glasgow or Cheltenham office on a hybrid working basis.  

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.  

A snapshot of your day:

• 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.

We would love to hear from you if you have:

• 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.

 What's in it for you:

• Competitive discretionary annual bonus. 
• Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover. 
• A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
• 25 days' annual leave, increasing to 27 days after five years' service. 

Accessibility 

If you require reasonable adjustments or want more information on accessibility, please let us know

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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to [email protected]