Client Administrator

Client Administrator United Kingdom and 2 more

We are seeking a Client Administrator to join our SIPP team. This role can be based in our Glasgow or Cheltenham office on a hybrid working basis.

The purpose of this role is to carry out administration tasks for clients, ensuring a high level of service is delivered efficiently while meeting regulatory and legislative requirements and treating clients fairly.

A snapshot of your day:

• Deliver relevant administration aligned with client needs, within agreed service levels, priorities, and quality standards.
• Handle client work responsibly, communicating effectively and owning tasks to ensure client needs are fully understood and administered according to documented procedures.
• Record time accurately against tasks daily, aiming to minimize non-billable time.
• Work in accordance with BW values, behavioural competencies, and treating customers fairly principles.

We would love to hear from you if you have:

• GCSE Maths and English at grade C/5 or equivalent.
• Experience in pensions and team environments is desirable.
• Knowledge of the SIPP market is preferred.
• Strong communication and interpersonal skills are essential.
• The motivation to develop your skills and knowledge continuously.

What's in it for you:

• Competitive discretionary annual bonus
• Generous pension scheme (8%)
• Core benefits including private medical cover, life assurance (x4 - x10), group income protection (65%), and up to 30 days holiday per year with holiday trading.
• A range of voluntary benefits such as electric car leasing, tech schemes, cycle to work, dental cover, healthcare cash plans, health assessments, critical illness cover, Sports Allowance (up to 50% of gym membership), travel insurance, paid volunteering, and retailer discounts.

We are happy to discuss flexible working options.

Accessibility:

We are a Disability Confident Employer. If you require reasonable adjustments or more information on accessibility, please click.

• Job Identification 723
• Job Category All Jobs
• Posting Date 07/22/2025, 02:39 PM
• Locations Glasgow
• Job Schedule Full time