Client Administrator

Barnett Waddingham

Glasgow, Cheltenham

Hybrid

Part time

14 days+

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Benefits offered by this job

Competitive discretionary annual bonus

Private medical cover

Life assurance (up to x10)

Gym/sports membership reimbursement

Voluntary benefits and discounts

Job summary

A leading financial services firm in the UK is seeking a Client Administrator to join their SIPP team. This entry-level role, based in Glasgow or Cheltenham, involves administration tasks for clients, ensuring service quality and compliance. Candidates should have GCSE Maths and English at grade C/5 or equivalent, with strong communication and interpersonal skills. Benefits include a competitive annual bonus, private medical cover, up to 30 days holiday, gym membership support, and more. Happy to discuss flexible working options.

Qualifications

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

Responsibilities

Carry out administration tasks for clients ensuring high service levels.
Ensure client needs are fully understood and administered accurately.
Record time appropriately against tasks daily, aiming to minimize non-billable time.

Skills

Strong communication skills

Interpersonal skills

Education

GCSE Maths and English at grade C/5 or equivalent

Job description

Join to apply for the Client Administrator role at Barnett Waddingham

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 an 18 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.

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 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.
For a full list of benefits, we provide further details on our career site.

Happy to talk flexible working.

Accessibility

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

Not quite the right opportunity for you this time?

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Seniority level