SIPP/SSAS Team Lead – Pensions Admin

Talent Staffing; City of Edinburgh; Híbrido; GBP 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Private Medical Insurance

Company Pension Scheme

Private dental insurance

Electric Vehicle Salary Sacrifice

Cycle to Work

Worldwide Travel Insurance

Medical Cash Plan

Gym memberships

24/7 GP service

25 days holiday

Descripción de la vacante

Punter Southall seeks an experienced Team Lead for its SIPP/SSAS administration team in a hybrid role. You will manage a team, provide technical support to clients and advisers, and help develop efficient client-centric processes to uphold high service standards.

Role involves data input in Platinum, setting up accounts, calculating benefits, applying correct tax codes, and reporting on lifetime allowances. Strong communication is essential.

Formación

• Extensive experience in SIPP/SSAS administration.
• Previous line management/leadership experience is desirable.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook).

Responsabilidades

• Lead a team of administrators within the SIPP/SSAS desk and mentor junior staff.
• Process new business and ongoing servicing with accuracy and timeliness.
• Input client data into Platinum and maintain lifecycle data.

Conocimientos

SIPP/SSAS knowledge

Line management

Pensions administration

Tax codes

Microsoft Excel

Communication skills

Herramientas

Platinum

SharePoint

Watermark Technologies

Descripción del empleo

Punter Southall seeks an experienced Team Lead for its SIPP/SSAS administration team in a hybrid role. You will manage a team, provide technical support to clients and advisers, and help develop efficient client-centric processes to uphold high service standards.

Role involves data input in Platinum, setting up accounts, calculating benefits, applying correct tax codes, and reporting on lifetime allowances. Strong communication is essential.