At a Glance
- Tasks: Lead a team in bespoke SIPP and SSAS administration while ensuring exceptional client service.
- Company: Join a leading financial services group with a stellar reputation.
- Benefits: Enjoy private medical insurance, competitive pension, life assurance, and gym membership.
- Other info: Hybrid role with 3 days in Edinburgh office and 2 days remote.
- Why this job: Make a real impact in a dynamic environment with opportunities for growth.
- Qualifications: Strong leadership experience in pensions or financial services; Excel proficiency required.
The predicted salary is between 40000 - 50000 £ per year.
Our client runs a successful and innovative group of financial services companies offering a unique combination of services for pension schemes, employers, private clients, Lloyd's insurers and institutions. They aim to maintain a high-quality administration service both in the Pension Accumulation and Decumulation phases, delivering exceptional service and support to a vast array of clients. They are now seeking a SIPP & SSAS Team leader to process all aspects of bespoke SIPP and SSAS administration, in a professional and team orientated manner.
Responsibilities:
- Setting up new business applications, preparing important correspondence for all our clients.
- Maintaining up-to-date electronic records, ensuring everything runs smoothly and efficiently.
- Managing bank balance reconciliations, creating invoices, handling payroll, and ensuring compliance with VAT and tax relief processes.
- Building strong relationships with partners and coordinating with regulatory bodies.
- Line management of a small team of administrators.
Required Skills:
- Strong administration team leader experience within a pensions environment, within SIPP and SSAS would be preferable, but the right candidate could have knowledge from within the financial services sector.
- Ideally with experience of having worked within an independent trustee or investment management environment.
- Proficient with Excel, able to create spreadsheets and action use of basic formulas.
- Word and Outlook experience, able to create and format documents to a high standard.
- Strong with systems with any experience of Delta's Platinum and Report~Pro systems, Bank of Scotland's iSite and Corporate Banking Online platforms, Microsoft SharePoint and volume by Watermark Technologies being advantageous.
You'll have the opportunity to work for a leading brand who possess an enviable reputation within their field. Benefits include Private Medical Insurance, Competitive Company Pension Scheme, Life Assurance Scheme, Group Income Protection, Private Dental Insurance and various in-house schemes such as cycle to work, electrical vehicle salary sacrifice and gym membership. The role comes with 25 days holiday as standard with the option to purchase more. The SIPP & SSAS position is a full-time hybrid-based role including 3 days at our clients Edinburgh Office, and 2 days working from home. Apply now to be considered for this fantastic opportunity.
Team Leader SIPP & SSAS Administration in Livingston employer: 360 Resourcing
Join a forward-thinking financial services company that prioritises exceptional client service and employee development. With a strong emphasis on teamwork and innovation, this role offers a supportive work culture, competitive benefits including private medical insurance and a generous pension scheme, and the flexibility of a hybrid working model in the vibrant city of Edinburgh. You'll have the chance to lead a dedicated team while contributing to the continuous improvement of client-centric processes, making it an ideal environment for professional growth and meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Team Leader SIPP & SSAS Administration in Livingston
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about SIPP and SSAS. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss SIPP and SSAS administration confidently. We recommend practising common interview questions with a friend or using mock interview tools.
✨Tip Number 3
Showcase your leadership skills! Be ready to share examples of how you've successfully managed teams in the past. Highlight your experience in building relationships and driving efficiency in your previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Team Leader SIPP & SSAS Administration in Livingston
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your administration team leader experience, especially within pensions, SIPP, and SSAS. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Team Leader role. Share specific examples of how you've successfully managed teams and improved processes in previous roles. We love a good story!
Show Off Your Technical Skills:Since the role requires proficiency in Excel, Word, and Outlook, make sure to mention any relevant experience you have with these tools. If you've worked with systems like Delta's Platinum or Microsoft SharePoint, give us the details – we want to know what you can bring to the table!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at 360 Resourcing
✨Know Your Stuff
Make sure you brush up on your knowledge of SIPP and SSAS administration. Familiarise yourself with the specific processes and regulations involved, as well as any recent changes in the financial services sector. This will show that you're not just a candidate, but someone who genuinely understands the role.
✨Showcase Your Leadership Skills
As a Team Leader, you'll need to demonstrate your ability to manage and motivate a team. Prepare examples from your past experiences where you've successfully led a team, resolved conflicts, or improved processes. This will help the interviewers see you as a strong fit for their leadership needs.
✨Be Ready with Technical Questions
Expect questions about the systems mentioned in the job description, like Delta's Platinum or Microsoft SharePoint. If you have experience with these, be ready to discuss how you've used them effectively. If not, do a bit of research to understand their functionalities and how they relate to the role.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how they measure success in this role. This shows your interest in the position and helps you gauge if it's the right fit for you.