Administrator - SIPP Client Service

Rathbones; Leeds; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Company pension 9% non-contributory

Private medical insurance

Life assurance

Income protection

Company share scheme

Flexible holidays

Discretionary bonus

Green Car Scheme

Family friendly policies

Study support

Season travel ticket loans

Volunteering days

Gym discounts

Job summary

Rathbones in Leeds is seeking an Administrator - SIPP Client Service to join our Group Operations division. You will deliver accurate SIPP administration, handle regulatory reports to clients and advisors, and support a seamless client experience.

Hybrid working, diverse benefits, and opportunities to contribute to service improvements while collaborating with Financial Planners, Paraplanners and pension providers.

Qualifications

• Experience in administration, customer service or client support environments.
• Excellent written and verbal communication with stakeholders at all levels.
• Strong organisational skills with ability to prioritise in a fast-paced setting.
• Understanding of pensions/wealth management is advantageous but not essential.

Responsibilities

• Deliver high-quality SIPP administration services within service standards.
• Cradle-to-grave administration across client lifecycle incl. contributions, withdrawals, transfers, updates and regulatory requirements.
• Collaborate with Financial Planners, Paraplanners and pension providers to ensure a seamless client experience.
• Respond to client and colleague queries professionally and provide timely updates.
• Maintain accurate client records and documentation in line with regulatory requirements.
• Prepare reports, correspondence and supporting documentation for client reviews.
• Build relationships across Operations to support positive client outcomes.
• Identify process improvements and contribute to continuous improvement initiatives.
• Stay up to date with regulatory developments and reflect changes in day-to-day work.

Skills

Administration experience

Customer service

Organisational skills

Communication skills

Regulatory awareness

Job description

Role Title: Administrator - SIPP Client Service

Division: Group Operations- Self Invested Personal Pension

Contract: 1x Permanent position and 1x 12-month Fixed-term Contract

Working pattern: Hybrid

Location: Leeds

About the Role

Join a team dedicated to delivering exceptional outcomes for clients throughout their investment journey. As a SIPP Administrator, you'll play a key role in sending regulatory reports to client’s and Advisors, working collaboratively with colleagues across the business to ensure a seamless client experience. You'll also have the opportunity to contribute to service improvements, strengthen operational excellence, and help shape how we deliver outstanding support to our clients.

What you’ll be responsible for

• Deliver high-quality SIPP administration services, ensuring requests are processed accurately and within agreed service standards.
• Deliver comprehensive cradle-to-grave administration across the client lifecycle, managing all aspects of pension servicing including contributions, withdrawals, transfers, client account updates, benefit processing, review activities, and associated regulatory requirements.
• Work closely with Financial Planners, Paraplanners and third-party pension providers to help deliver a seamless client experience.
• Respond to client and colleague queries professionally and efficiently, providing updates and resolving issues in a timely manner.
• Maintain accurate client records and documentation, ensuring all activities are completed in line with regulatory and internal requirements.
• Prepare reports, correspondence and supporting documentation to assist with client reviews and ongoing servicing requirements.
• Build effective relationships with colleagues across Operations and the wider business to support positive client and business outcomes.
• Identify opportunities to improve processes and ways of working, contributing to continuous improvement initiatives across the team.
• Keep up to date with relevant regulatory and industry developments, ensuring changes are understood and reflected in day-to-day activities.
• Support effective risk management by following policies, procedures and controls.
• Deliver an excellent service experience to both clients and colleagues, helping to achieve consistently positive client outcomes.

About you

• Experience gained in an administration, customer service, contact centre or client support environment, with a genuine commitment to delivering excellent client and business outcomes.
• Strong organisational and time management skills, with the ability to prioritise competing demands and work accurately in a fast-paced environment.
• Excellent written and verbal communication skills, with the confidence to build effective relationships and communicate with stakeholders at all levels, including senior leadership.
• An understanding of the Pensions, Wealth Management, Financial Advice or wider Financial Services sector, including regulatory requirements, would be advantageous but is not essential.
• A proactive and curious mindset, with the confidence to challenge existing processes and identify opportunities for improvement.
• The ability to embrace and support change, helping to drive new initiatives and ways of working across the team.
• A passion for continuous improvement, with a focus on enhancing processes, efficiencies and client outcomes.
• An awareness of regulatory responsibilities and a commitment to keeping up to date with industry developments and changes.
• A strong desire to learn and develop, with the adaptability to thrive in an evolving business environment.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9%non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Flexible holidays – purchase up to 5 additional days
• Discretionary bonus
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at [e-mail]

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing