Team Leader SIPP/SSAS

Talent Staffing; City of Edinburgh; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

SIPP/SSAS knowledge

Line management

Pensions administration

Tax codes

Microsoft Excel

Communication skills

Tools

Platinum

SharePoint

Watermark Technologies

Job description

Our client are seeking an experienced Team Lead within their SIPP/SSAS (Pensions) team. Hybrid role.

Their aim is to maintain a high-quality administration service both in the Pension Accumulation and Decumulation phases, delivering exceptional service and support to their clients.

The role of the Team Leader is to process all aspects of bespoke SIPP and SSAS administration, while acting as technical support to the team, SIPP/SSAS clients and financial advisers.

You would have the 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 high standards of service.

You will be:-

Assisting the team in providing a quality and efficient service to all clients when processing new business and ongoing servicing

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 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

Reporting/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 i

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 Onlin

Provide individual and team technical and administration training

Who are we looking for?

Extensive experience of administration experience within the SIPP/SSAS industry

Ideally you 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:

1. Delta’s Platinum programme
2. SharePoint
3. volume by Watermark Technologies

Ability to communicate effectively with internal & external clients in writing, face to face and over the phone

Ability to provide clear technical support and service in a timely fashion

Ability to recognise when to escape/refer client issues/queries

Take the initiative to propose enhancements to current processes and procedures to further improve the client experience and efficiencies

Flexible, proactive, willingness to 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?

• Private Medical Insurance with rewards for yourself with discounted rates for your family members
• Competitive Company Pension Scheme
• Access to several employee discounted schemes to suit your lifestyle including but not limited to:
• Private dental insurance
• Electric Vehicle Salary Sacrifice Scheme
• Cycle to Work scheme
• Comprehensive Europe and Worldwide Travel Insurance
• Medical Cash Plan
• Gym memberships
• Access to 24/7 GP service for you and your family
• 25 days holiday with the option to purchase more