Client Administrator

BW Career Site 1; Glasgow, Cheltenham; Hybrid; GBP 24,000 - 34,000; Full time

Benefits offered by this job

Annual bonus

Life assurance

Income protection

Private medical insurance

Pension scheme

25 days annual leave

Job summary

BW is seeking a Client Administrator to join the SIPP team on a 12-month fixed term contract. The role is based in Glasgow or Cheltenham with a hybrid working arrangement.

You will handle client administration, ensure high-quality service, and comply with regulatory requirements to treat all clients fairly. Key duties include managing client communications, recording time accurately, and delivering tasks within service levels.

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 market place is preferred.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Carry out client administration relevant to needs and deliver service within agreed standards.
• Own client communications and tasks, ensuring needs are understood and documented.
• Accurately record time against tasks daily and minimise non-billable time.
• Work in line with BW values and treating customers fairly requirements.

Skills

Pensions experience

SIPP market knowledge

Strong communication

Interpersonal skills

Education

GCSE Maths and English (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.

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.
• 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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