SIPP Pensions Servicing Manager

4 weeks ago


Fareham, Hampshire, United Kingdom HSBC Global Services Limited Full time
SIPP Pensions Servicing Manager - Retirement Services

Unlock Your Potential

HSBC Global Services Limited is seeking an experienced individual to join our team as a 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, and managing a small team of administrators.

Key Responsibilities:

  • Dealing with all areas of Self Invested Pensions from establishment
  • Liaising with clients and advisers
  • Managing a small team of administrators
  • Providing a best client-centric service
  • Coaching and overseeing a small team of administrators
  • People management including monthly 1:1 meetings
  • 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.



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