Client Administrator

Barnett Waddingham; Glasgow; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

A financial services firm 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 complying with regulations. The ideal candidate will have GCSE qualifications, pension experience, and strong communication skills. A competitive benefits package including a generous pension scheme and voluntary benefits is offered.

Benefits

Generous pension scheme (8%)

Private medical cover

Life assurance (x4 - x10)

Group income protection (65%)

Up to 30 days holiday per year

Electric car leasing

Dental cover

Healthcare cash plan

Travel insurance

Retailer discounts

Qualifications

• Experience in pensions and working in a team environment is desirable.
• Knowledge of the SIPP marketplace is preferred.
• Ability to work hard with a focus on continuous development.

Responsibilities

• Carry out client administration relevant to client needs and ensure service is delivered within agreed service levels.
• Ensure client needs are understood and administered in line with documented procedures.
• Record time accurately against tasks daily.

Skills

Strong communication skills

Interpersonal skills

Education

GCSE Maths and English at grade C/5 or equivalent

Job description

Overview

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.

Responsibilities

• Carry out client administration relevant to the client needs and ensure service is delivered within agreed service levels, priorities and quality standards.
• Take ownership of client work and communicate with clients as appropriate.
• Ensure that client needs are fully understood and administered in line with documented procedures.
• Record time accurately against tasks daily and aim to minimise non-billable time.
• Work in accordance with BW values, behavioural competencies and treating customers fairly requirements.

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 marketplace 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.

Benefits

• Generous pension scheme (8%).
• Core benefits 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 including electric car leasing, tech scheme, cycle to work, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance (up to 50% of gym/sports membership up to £50 pm), travel insurance, paid volunteering, and retailer discounts.

Accessibility

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

Additional information

We encourage you to explore other opportunities at BW. Recruitment agencies: no speculative CVs. Should we need assistance, we will reach out with a direct contact.