Client Service Analyst - Pensions/SIPP Administrator
Job in
Wimborne, Wimborne Minster, Dorset County, BH211, England, UK
Listed on 2026-06-26
Listing for:
MORRIS SINCLAIR RECRUITMENT LTD
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Compliance, Financial Services, Risk Manager/Analyst, Financial Analyst
Job Description & How to Apply Below
Location: Wimborne
- Experienced SIPP / Pensions Administrator confident with full pensions lifecycle
- Hybrid working - 3 days in with 2 days ern offices, onsite parking
- Growing financial services provider offering career progression.
on a a hybrid basis 3 days in the office / 2 days at home.Key Responsibilities The successful candidate will manage SIPP administration processes with minimal supervision once training successfully completed.Prior SIPP experience is essential for this position. Core responsibilities include:
- End-to-end SIPP administration including establishment, transfers, contributions and benefit payments
- Processing both cash and in-specie transfers
- Managing drawdown arrangements including PCLS calculations and income payments
- Executing pension payroll functions
- Delivering accurate regulatory and client reporting
- Conducting daily banking reconciliations and processes
- Resolve pension administration queries
- Contribute to process improvement initiatives
- Provide technical input on system enhancements
- Build and maintain strong relationships with clients
- Support strategic projects as needed
- Proven SIPP administration experience (essential)
- Exceptional attention to detail with strong compliance awareness
- Outstanding written and verbal communication abilities
- Career focus on financial services progression
- Flexibility for occasional client site visits
- Resilience and composure in high-pressure situations
- Self-motivated with strong independent working capabilities
- Advanced organisational skills with ability to manage competing priorities
- Proficient with Microsoft Office applications
- Strong educational background, degree-level preferred
- Pension qualifications advantageous
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