SIPP Transformation Specialist

Are you an experienced senior pensions specialist seeking a career-defining interim opportunity in Bristol? Signature Recruitment is exclusively seeking an expert Interim SIPP Transformation Manager for a leading financial services provider. Be at the heart of a major industry change-take full ownership of a dedicated book of SIPP portfolios and drive an end-to-end operational transition.

Role Overview:

You will manage and reconcile a substantial book of Self-Invested Personal Pension (SIPP) portfolios, overseeing the complex process of manually transferring accounts to new administrators. This is a hybrid role with office/home flexibility following a supportive training period.

• Full-case administration: Manage a varied caseload of SIPP clients, handling administrative requests including benefit calculations, transfers, drawdowns, crystallisation splits, death benefits, and intricate bank reconciliations.
• Complex portfolio management: Administer cases involving property, investments, and multi-faceted client circumstances.
• Book reconciliation: Take lead on detailed account reconciliation and manual transfers.
• Stakeholder engagement: Liaise with internal teams, clients, external advisers, and new providers to ensure smooth and compliant transfer processes.
• Mentoring: Oversee and support colleagues, fostering best practice and process improvement.

• Substantial senior-level experience in SIPP or SSAS pension administration within the UK market
• Proven expertise in pension transfers and reconciliation
• Up-to-date knowledge of UK pension legislation and compliance standards
• Exceptional attention to detail with the ability to mentor junior team members

• Day rate based on a 7 hour working day: £150-200 per day (dependent on experience/competency)
• Flexible hybrid working: Bristol office and remote/home options after initial training
• Impact & recognition: Play a pivotal role in a major transition; your expertise will be central to project success
• Professional development: Collaborative, supportive team making change

Location: central Bristol (easy access to Temple Meads, Cabot Circus, city centre)

Hours: Monday to Friday, 35 hours/week

Type: Temporary ongoing, minimum 6 months, immediate start available