Operational Pension Administrator

SIPP/SSAS Pensions Administrator - Liverpool - Hybrid

£27,000-£32,000 per annum Full-time, permanent ASAP start available

Benefits

• Generous discretionary bonus scheme

• Hybrid working 4 days offie 1 WFH

• 25 days' holiday plus bank holidays

• Funding and support towards professional qualifications

• Opportunities for career development within a growing financial services business

• Supportive and collaborative team environment

• Staff wellbeing initiatives

The Opportunity

We are recruiting for an experienced SIPP/SSAS Pensions Administrator to join a well-established and growing financial services organisation in Liverpool.

This role would suit someone with hands-on experience administering Self-Invested Personal Pensions (SIPPs) and/or Small Self-Administered Schemes (SSASs) who enjoys a varied operational workload and takes pride in delivering accurate, efficient administration.

You will support the day-to-day operation of SIPP/SSAS pension schemes, working closely with advisers and internal teams to manage operational changes, maintain records, resolve queries and keep cases progressing within agreed timescales.

Previous SIPP and/or SSAS administration experience is essential. Applicants without this experience will not be shortlisted.

Key Responsibilities

• Process operational changes relating to SIPP/SSAS pension schemes, ensuring records are accurate and up to date

• Administer adviser changes and Terms of Business agreements, completing the required checks and documentation

• Manage work queues, shared mailboxes and outstanding cases, prioritising workloads to meet service standards

• Respond to queries from advisers, clients and internal stakeholders, investigating issues and coordinating resolutions

• Support complaint administration and investigations, maintaining clear records and monitoring relevant deadlines

• Identify and escalate outstanding information, operational risks and issues that could delay cases

• Follow internal procedures and applicable regulatory requirements across all administration activities

• Support quality assurance, audit and compliance reviews

• Contribute ideas to improve processes and the service provided to advisers and clients

About You

You will have:

• Previous hands-on SIPP and/or SSAS administration experience - essential

• Experience working within a regulated pensions environment

• An understanding of the administration processes and documentation associated with SIPP and/or SSAS schemes

• Strong organisational skills and the ability to manage multiple cases and deadlines

• Excellent attention to detail and a commitment to accurate record keeping

• Clear communication skills and confidence dealing with advisers, clients and colleagues

• A proactive approach to resolving queries and keeping work moving

Experience with complaints administration, Consumer Duty, FCA requirements or adviser relationship support would be advantageous.

An ASAP start is available. If you have the required SIPP/SSAS administration experience and are looking for your next opportunity, we would love to hear from you.