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- Tasks: Lead a team in bespoke SIPP and SSAS administration while providing technical support.
- Company: Innovative financial services group focused on high-quality client service.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement and personal growth.
- Why this job: Make a real impact in the financial sector while developing your leadership skills.
- Qualifications: Experience in pension administration and strong team management skills.
The predicted salary is between 50000 - 60000 £ 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 looking to bring in a Section Head to process all aspects of bespoke SIPP and SSAS administration, in a professional and team orientated manner.
You will act as technical support to the team, SIPP and SSAS clients and financial advisers along with having line management responsibilities of a team of administrators of varying grades and levels of experience. This role will also support the CEO with the development of client centric processes and procedures which drive efficiency and consistent high standards of service.
SIPP + SSAS Section Head – Responsibilities- Line management responsibilities to a team of administrators, including providing technical support and guidance, perform appraisals and one to ones.
- Provide individual and team technical and administration training.
- Assisting the team in providing quality and efficient service to all clients when processing new business and ongoing servicing to deliver fair outcomes.
- Inputting client data 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.
- Recognising the various transitional protections that can apply to a plan and ensuring that the correct Lifetime Allowance is applied when benefits are crystallised.
- Reporting and arranging settlement of Lifetime Allowance charges via HMRC’s online services.
- Creating contributions and issuing Contribution Payment Certificates.
- Processing paperwork in relation to transfers in from both defined benefit and money purchase schemes and cash and in-specie transfers out, ensuring appropriate checks are made of the receiving scheme before assets or cash funds are released.
- Creating payments using the Bank of Scotland’s iSite and Corporate Online systems.
SIPP & SSAS Section Head in Midlothian employer: 360 Resourcing
Contact Detail:
360 Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP & SSAS Section Head in Midlothian
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge related to SIPP and SSAS administration. Be ready to discuss how you can contribute to maintaining high-quality service and support for clients.
✨Tip Number 3
Showcase your leadership skills! If you've got experience managing teams, be sure to highlight that during interviews. Talk about how you’ve provided training and support to help your team deliver exceptional service.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace SIPP & SSAS Section Head in Midlothian
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP & SSAS Section Head role. Highlight your experience in pension administration and any relevant technical skills. 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 this role. Share specific examples of how you've provided exceptional service in previous positions, as we value client-centric approaches.
Showcase Your Team Management Skills: Since this role involves line management, don’t forget to highlight your leadership experience. Talk about how you've supported and developed teams in the past, as we’re looking for someone who can inspire and guide our administrators.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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. Understand the key processes, regulations, and any recent changes in legislation. This will not only help you answer technical questions but also show that you're genuinely interested in the role.
✨Show Your Leadership Skills
Since this role involves line management responsibilities, be prepared to discuss your experience in leading teams. Think of specific examples where you've provided guidance or training, and how you’ve helped your team achieve their goals. This will demonstrate your capability to manage and support others effectively.
✨Client-Centric Mindset
The company values exceptional service, so be ready to talk about how you prioritise client needs. Share examples of how you've gone above and beyond for clients in previous roles, and how you would approach developing client-centric processes in this new position.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the company's approach to training and development, or how they measure success in the SIPP and SSAS teams. It shows that you're engaged and thinking about how you can contribute to their success.