SIPP Team Leader, SIPP Administration, Investment Operations

JJ Search; City Of London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial services company based in the City of London seeks a SIPP Team Leader to oversee a team managing SIPP administration processes. Responsibilities include ensuring compliance in client account openings and maintenance while providing guidance for timely responses to client queries. The ideal candidate will demonstrate strong leadership skills and the ability to collaborate with various teams effectively. This position offers an opportunity to contribute significantly to operational excellence in a dynamic team environment.

Responsibilities

• Lead the SIPP Administration Team and manage operational processes.
• Ensure timely responses to client SIPP queries and account maintenance.
• Liaise with front office and Transitions teams for efficient operations.

Job description

The Client

An established Financial Services business running Investment Management services for clients.

The Role

The SIPP Team Leader will be responsible for leading the SIPP Administration Team reporting into the Head of Pensions & Operational Control.

The SIPP Team Leader will manage a team of 10 people and will specifically focus on the operational running of the SIPP administration processes, ensuring calls are answered in a timely manner and measured against agreed service levels, ensuring the team is able to answer or know where to source the answer for client SIPP queries.

The SIPP Team Leader will ensure all client account opening is completed in a timely manner and complies with guidelines.

The SIPP Team Leader will ensure all client maintenance is completed in a timely manner in Pershing and Imago systems.

The SIPP Team Leader will liaise closely with front office and Transitions teams to ensure an efficient opening and transfer process. Manage the Money In and Money Out bank accounts to ensure funds are allocated in a timely manner.

The SIPP Team Leader team will focus on the team training a...