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
Team Leader SIPP in Bonnyrigg employer: Hollis Personnel Ltd Careers
As a Marketing Manager in the heart of Reading, you'll join a dynamic and supportive team within a well-established financial services firm that values innovation and collaboration. The company fosters a vibrant work culture that encourages professional growth through continuous learning opportunities and mentorship, ensuring you can thrive in your role while making a meaningful impact on the business. With a focus on employee well-being and a commitment to driving engagement, this is an excellent employer for those looking to advance their careers in a rewarding environment.
Contact Details:
Hollis Personnel Ltd Careers Recruitment Team
