Client Administrator

LGBT Great; Cheltenham; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Discretionary annual bonus

Life assurance of four times salary

Income protection 75% for up to five 2

Private medical insurance

Generous pension 5% employee + 10%匹配

25 days annual leave, rising to 27

Access to flexible benefits programme

Job summary

LGBT Great is seeking a Client Administrator to join our SIPP team. This role can be based in Glasgow or Cheltenham on a hybrid basis, for a 12-month fixed-term contract. You will perform client administration, ensuring high service levels and regulatory compliance while serving clients fairly.

Key tasks include client communications, task ownership, and accurate time recording. You will work within our values and support the ongoing development of your pensions knowledge and teamwork.

Qualifications

• Experience in pensions or SIPP is desirable.
• Strong communication and interpersonal skills are essential.
• Ability to work in a team and develop skills.

Responsibilities

• Carry out client administration tasks for the SIPP team and ensure service levels are met.
• Maintain accurate records and ensure regulatory and legislative compliance.
• Communicate with clients and own assigned tasks end to end.
• Record time against tasks daily and minimise non-billable time.
• Adhere to BW values and Treating Customers Fairly guidelines.

Skills

Strong communication skills

Interpersonal skills

Teamwork

Education

GCSE Maths and English (grade C/5 or equivalent)

Job description

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.

• 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

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