SIPP Manager

Award Winning Recruitment Lead | Financial Services | University of Exeter Graduate

SIPP Manager – Interim

Rate: Competitive (subject to experience & interview competencies)

Location: Bristol, BS1

Hours: 35 hours a week (full-time), Monday to Friday

This is a highly unique and rewarding opportunity for an experienced pension specialist to take on a leading role within Hartley Pensions during a significant period of transition. You will be entrusted with managing and reconciling an entire book of SIPP portfolios, overseeing the end-to-end process of manually transferring these accounts to new operators.

If you have substantial experience at a senior level in SIPP or SSAS administration and want to play a pivotal, hands‑on role in a business's transformation, we want to hear from you.

• Comprehensive administration: Manage a caseload of client SIPPs across multiple books of business, handling administrative requests across all areas.
• Case complexity: Deal with complex cases, such as those where property is held within the SIPP.
• Reconciliation and transfer management: Perform detailed reconciliation of client SIPPs and play a key role in the manual transfer of accounts to new providers.
• Exceptional client service: Ensure efficient processing of administrative requests, covering tasks like benefit calculations, drawdowns, disinvestments, crystallisation splits, death benefits, and bank reconciliations.
• Multi-stakeholder liaison: Communicate and coordinate effectively with internal teams, clients, IFAs, and receiving schemes to ensure smooth transfers.
• Leadership and oversight: Take a dependable and accountable approach, oversee the work of others and mentor more junior colleagues. Identify and address areas for improvement within the process.

• Substantial senior-level experience in SIPP or SSAS pension administration.
• Significant experience in handling pension transfers.
• Strong academic understanding of UK pension legislation and regulations.
• Ability to manage a complex and varied workload with exceptional attention to detail.
• Proven experience in training and supporting less experienced team members.

• A highly competitive rate: We pay within the top 10% of employers in the industry.
• Meaningful impact: A rare opportunity to play a leading part in assisting a business through a crucial transitional period.
• Hybrid working: We allow hybrid options (up to 2 days from home a week) after successful completion of training period.

Hartley Pensions follow a two-stage recruitment process.

• A 60‑minute interview with some competency-based questions.

Hartley Pensions are a SIPP and SSAS operator. Hartley pensions provide white label SIPPs for a number of leading investment and trading platforms.

We pride ourselves on establishing and maintaining long‑lasting relationships with our business partners and clients by providing them with professional, friendly and personalised administration. Our products are designed to be flexible, straightforward and relevant to our clients’ needs.

At Hartley pensions diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply. Join us in creating a workplace where everyone feels valued, respected, and empowered to thrive.

To find out more about Hartley Pensions, please visit:

*** Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.