Client Administrator

LGBT Great; Glasgow, Cheltenham; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services company in Glasgow is seeking a Client Administrator to join their SIPP team. This hybrid role involves managing client administration tasks ensuring high service levels and compliance with regulations. The ideal candidate should have GCSE Maths and English, strong communication skills, and preferably experience in pensions. Attractive benefits include a discretionary annual bonus, a generous pension scheme, and various voluntary benefits. The company is open to flexible working arrangements.

Benefits

Competitive discretionary annual bonus

Generous pension scheme (8%)

Private medical cover

Life assurance (x4 - x10)

Group income protection (65%)

Paid volunteering

Sports Allowance

Retailer discounts

Qualifications

• Experience in pensions and working in a team environment is desirable.
• Knowledge of the SIPP market place is preferred.
• Ability to record time against tasks accurately.

Responsibilities

• Carry out administration tasks for clients effectively.
• Ensure compliance with regulatory and legislative requirements.
• Communicate with clients and understand their needs.

Skills

Strong communication skills

Interpersonal skills

Attention to detail

Education

GCSE Maths and English at grade C/5 or equivalent

Job description

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
• Generous pension scheme (8%)
• Core benefits for you 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 to suit you (and your family) 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

Happy to talk flexible working.

Accessibility

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