Administer client requests for the SIPP team, ensuring accurate, timely service within agreed standards and regulatory requirements. Communicate with clients, understand their needs, manage tasks through completion, record time accurately, and minimize non-billable work. The role also requires adherence to company values, behavioral competencies, and treating customers fairly requirements.
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. This is a 12 month fixed term contract.
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.
- Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle.
- The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.
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]
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Administer client work for the SIPP team, managing client communications, completing tasks within service levels, following documented procedures, recording time accurately, meeting quality and regulatory requirements, and supporting fair customer treatment. The role requires strong communication, teamwork, attention to detail, and a willingness to develop skills. Pension experience and knowledge of the SIPP market are desirable or preferred.
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