We are seeking a Client Administrator to join our SIPP team.
This role 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 and salary review * Generous pension scheme (we contribute 8%) * Funded training and professional development * Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading * A comprehensive range of voluntary benefits to suit you including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts Accessibility We are a Disability Confident Employer.
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Should we need assistance, we will reach out.
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