Hartley Pensions Limited

About the Company

Hartley Pensions have provided pension products to clients for over 35 years. We are not a call centre - your calls are answered by a trained pension professional. Every client gets their own personal Pension Administrator, who holds industry-recognised qualifications. To us, you are not just another customer - we understand that every client has specific requirements. We are here to make the complex world of pensions simple. We are always on the lookout for new talent, come join a rapidly growing business in the next steps of our journey. Find out about our latest vacancies on our Careers page or call us on (0)117 316 9991.

Listed Jobs

Company Name

Hartley Pensions Limited

Job Title

Pension Specialist

Job Description

Job Title: Pension Specialist Role Summary: Senior‑level specialist responsible for owning, reconciling, and transferring a dedicated book of SIPP portfolios. Manages end‑to‑end administration, complex case resolution, and client service, while mentoring junior staff and driving process improvements during a major transition. Expactations: - Deliver accurate, timely SIPP administration and transfer operations that comply with UK pension legislation. - Maintain high client satisfaction and uphold regulatory standards. - Mentor and coach junior team members to improve competency across the department. Key Responsibilities: - Oversee complete administration of client SIPP accounts, including benefit calculations, drawdowns, disinvestments, crystallisation splits, death benefits, and bank reconciliations. - Perform detailed reconciliations of SIPP portfolios and manage manual transfers to new operators. - Handle complex cases involving property held within SIPPs and other specialised scenarios. - Coordinate with internal teams, clients, IFAs, and receiving schemes to ensure smooth transfers. - Identify and implement process improvements; oversee work of junior staff and provide regular feedback. - Maintain accurate documentation, audit trails, and regulatory compliance records. Required Skills: - Extensive senior‑level experience in SIPP/SSAS administration and pension transfers. - Strong knowledge of UK pension legislation, regulations, and best practices. - Exceptional attention to detail and organisational skills. - Proven ability to manage complex, varied workloads and meet tight deadlines. - Experience in training, mentoring, and supporting less‑experienced team members. - Excellent communication and stakeholder‑management abilities. Required Education & Certifications: - Relevant UK pension qualification (e.g., Diploma in Pension Administration, OGC Foundation). - Minimum of 5 years’ experience in senior SIPP/SSAS roles.

Bristol, United kingdom

On site

24-11-2025