Team Leader SIPP

Talent Staffing

City of Edinburgh

On-site

GBP 55,000 - 75,000

Full time

10 days ago

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Benefits offered by this job

Private Medical Insurance

Pension Scheme

Private dental insurance

Cycle to Work scheme

Travel Insurance

Job summary

Punter Southall is seeking an experienced Team Leader for Edinburgh to oversee the SIPP and SSAS administration team. You will manage professionals, provide technical support, and drive process improvements to deliver quality client service.

The role requires extensive SIPP/SSAS admin experience, leadership skills, and strong communication. You will work with the CEO to enhance client-centric processes and ensure efficient, compliant operations.

Qualifications

Extensive admin experience in SIPP/SSAS is essential.
Previous line management/leadership experience preferred.
Experience in independent trustee environments is an advantage.
Proficient with MS Excel/Word/Outlook; familiarity with Nitro and Adobe.
Knowledge of regulated processes under FCA/ HMRC is desirable.

Responsibilities

Lead and develop a team delivering high-quality SIPP/SSAS administration.
Provide technical support to the team and to clients and advisers.
Manage line reporting, appraisals, KPIs, and performance reviews.
Process new business and ongoing servicing to ensure fair outcomes.
Handle transfers, investments, and beneficiary calculations with accuracy.
Ensure data integrity in Platinum and iSite platforms and reporting.

Skills

Administration experience

Leadership experience

SIPP/SSAS knowledge

Microsoft Office

SharePoint

Communication skills

Tax coding knowledge

Industry regulatory familiarity

Tools

Platinum

iSite/Corporate Banking Online

SharePoint

Watermark Technologies

Job description

Full job description

Our client are seeking an experienced Team Lead within their SIPP (Pensions) team - their aim is to maintain a high-quality administration service both in the Pension Accumulation and Decumulation phases, delivering exceptional service and support to our clients.

SIPP staff must adhere to the FCA's Consumer Duty requirements, which incorporates and is not limited to the fair treatment of customers and Conduct Risk.

We are looking for an experienced and detail orientated Team Leader to join our SSAS and SIPP Administration team.

What does a Team Leader do?

The role of the Team Leader is to process all aspect of bespoke SIPP and SSAS administration, in a professional and team orientated manner while acting as technical support to the team, SIPP and SSAS clients and financial advisers.

You would have line management of administrators of varying grades and levels of experience within the team and support the CEO with the development of client centric processes and procedures which drive efficiency and consistent high standards of service

Your responsibilities include but will not be limited to:

Assisting the team in providing a quality and efficient service to all clients when processing new business and ongoing servicing to deliver fair outcomes
Inputting client data into Platinum when setting up new plans or schemes and maintaining the data throughout the lifetime of the lifecycle
Setting up of designated bank accounts with Bank of Scotland via the iSite platform
Accurate and timely crystallising of pension benefits and making pension commencement lump sum and/or income payments
Ability to apply the correct tax codes to income payments being made
Recognising the various transitional protections that can apply to a plan and ensuring that the correct Lifetime Allowance is applied when benefits are crystallised, or retrospectively
Reporting and arranging settlement of Lifetime Allowance charges via HMRC's online services
Creating contributions within Platinum and issuing Contribution Payment Certificates when cleared
Processing paperwork in relation to transfers in from both defined benefit and money purchase schemes and applying in-specie transfers in
Processing paperwork in relation to cash and in-specie transfers out, ensuring appropriate checks are made of the receiving scheme before assets or cash funds are released
Purchasing and selling assets that are as set within the firm's permitted investments list accurately and within the business defined timeframe
Creating payments using the Bank of Scotland's iSite and Corporate Online systems
Provide technical support and guidance on a wide range of HMRC and FCA permitted investments
Perform annual appraisals, KPIs, one to ones and other individual and team meetings as and when required. Undertake performance Management of the team.
Monitor and manage incoming and outgoing emails from both a technical and organisational perspective
Provide individual and team technical and administration training

Who are we looking for?

Extensive experience of administration experience within the SIPP and SSAS industry
Ideally the successful candidate would have previous line management/leadership experience
Experience of having worked within an independent trustee environment an advantage.
Microsoft suite experience including, Excel, Word, Outlook to a high standard plus Nitro and Adobe
Familiarisation of the following systems an advantage:
Delta's Platinum programme.
Bank of Scotland's iSite and Corporate Banking Online platform/banking systems.
SharePoint
volume by Watermark Technologies
Ability to communicate effectively and professionally with internal & external clients in a variety of mediums including in writing, face to face and verbally over the phone
Ability to provide clear technical support and service in a timely fashion
Ability to recognise when to expand/refer client issues/queries to the CEO
Take the initiative to propose enhancements to current processes and procedures to further improve the client experience and efficiencies
Flexible, pro-active, willingness to co-operate and support others, showing initiative, team as well as personal commitment
Work collaboratively with colleagues within Punter Southall SIPP and the wider Punter Southall Group
Act as a positive role model to the team

What's in it for you?