SIPP Pensions Servicing Manager

1 week ago

Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time

SIPP Pensions Servicing Manager - Retirement Services

We are seeking an experienced individual to join our team in the role of SIPP Pensions Servicing Manager - Retirement Services.

In this role, you will be responsible for dealing with all areas of Self Invested Pensions from establishment, liaising with clients and advisers, dealing with third parties, and all SIPP administration including Asset reconciliation and investment administration.

You will also provide a best client centric service, coach and oversee a small team of administrators, and lead and/or engage in pension initiatives/projects.

To be successful in this role, you should meet the following requirements:

Key Responsibilities:

  • Dealing with all areas of Self Invested Pensions from establishment
  • Liaising with clients and advisers
  • Dealing with third parties
  • All SIPP administration including Asset reconciliation and investment administration
  • Providing a best client centric service
  • Coaching and overseeing a small team of administrators
  • Leading and/or engaging in pension initiatives/projects

Requirements:

  • Demonstrable experience of working in self-invested personal pensions along with asset reconciliation and investment administration
  • Knowledge of HMRC rules and regulations in relation to current pension legislation
  • Hands on end-to-end SIPP administration management experience
  • Knowledge of FCA CASS rules and regulations in relation to personal pension plans
  • Working knowledge of current Data Protection law
  • Experience of dealing directly with both internal and external auditors and leading projects and building teams

About HSBC:

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role.

How to Apply:

If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk.

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