Client Administrator

July 11, 2024

Job Description

The SIPP Practice Area provides administration and trusteeship services to self-invested personal pension arrangements for members, both advised and non-advised. The purpose of this role is to carry out any administration tasks for clients as required and ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative requirements are met, and all clients are treated fairly.

This role can be based in our Glasgow or Cheltenham office (hybrid working).


  • All administration should be relevant to the client needs and service is delivered within any agreed service levels, priorities and quality standards.
  • Carry out any client work taking responsibility for client communication and ownership of tasks as appropriate. Ensure that client needs are fully understood and administered in line with documented procedures.
  • Ensure time is appropriately and accurately recorded against tasks on a daily basis and work to minimise non billable time.
  • Work in accordance with BW values, behavioural competencies and treating customers fairly requirements.


  • GCSE Maths and English at grade C/5 or equivalent.
  • Experience in pensions and working in a team environment is desirable.
  • Knowledge of the SIPP market place is preferred
  • Strong communication and interpersonal skills are essential.
  • The ability to work hard with the right attribute towards the continuous development of your skills and knowledge.

Benefits Summary

  • Competitive discretionary annual bonus
  • Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading
  • A generous pension scheme where we contribute 8% of your salary from day one of your employment
  • Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
  • A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies


If you have a disability, learning difficulty, medical condition, or individual need, which you believe may affect your performance during our selection process, we ll be happy to make adjustments to our processes to enable you a fair opportunity to showcase your skills.

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Happy to talk flexible working.

We kindly ask that all recruitment agencies do not send speculative CVs for this position. Should we need assistance, we will reach out.