Overview

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.

Responsibilities

• Carry out client administration relevant to the client needs and ensure service is delivered within agreed service levels, priorities and quality standards.
• Take ownership of client work and communicate with clients as appropriate.
• Ensure that client needs are fully understood and administered in line with documented procedures.
• Record time accurately against tasks daily and aim to minimise non-billable time.
• Work in accordance with BW values, behavioural competencies and treating customers fairly requirements.

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 marketplace 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.

Benefits

• Generous pension scheme (8%).
• Core benefits including private medical cover, life assurance (x4 - x10), group income protection (65%), and up to 30 days holiday per year with holiday trading.
• A comprehensive range of voluntary benefits including electric car leasing, tech scheme, cycle to work, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance (up to 50% of gym/sports membership up to £50 pm), travel insurance, paid volunteering, and retailer discounts.

Accessibility

We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, contact us.

Additional information

We encourage you to explore other opportunities at BW. Recruitment agencies: no speculative CVs. Should we need assistance, we will reach out with a direct contact.