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- Tasks: Lead and develop a team of SIPP Administrators while ensuring compliance and quality.
- Company: Join a boutique SIPP packager with a focus on innovation and teamwork.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact in the pensions sector while growing your leadership skills.
- Qualifications: Experience in SIPP administration and strong leadership abilities required.
- Other info: Dynamic workplace with a commitment to diversity and inclusion.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Idex Consulting are working exclusively with this boutique SIPP packager who have a current requirement for a Team Leader. You will be responsible for leading, motivating, and developing a team of SIPP Administrators to ensure the accurate, compliant, and timely administration of Self-Invested Personal Pensions. The role combines hands‑on technical expertise with people management, process oversight, and a strong focus on regulatory compliance, service quality, and continuous improvement.
Team Leadership & People Management
- Lead, coach, and develop a team of SIPP Administrators, ensuring high performance and engagement
- Allocate workloads effectively to meet service level agreements (SLAs) and business priorities
- Conduct regular one‑to‑ones, performance reviews, and development planning
- Identify training needs and support technical development within the team
- Act as the first point of escalation for complex cases and client issues
SIPP Administration Oversight
- Oversee the end‑to‑end administration of SIPPs, including:
- New business and transfers
- Contributions and benefit crystallisation
- Drawdown, retirement, and death benefits
- Investments and specialist assets
Compliance & Risk
- Ensure all SIPP administration is carried out in line with FCA regulations, HMRC rules, and internal policies
- Support audits, regulatory reviews, and internal compliance checks
- Identify, manage, and escape risks, breaches, or operational issues appropriately
- Keep up to date with regulatory changes affecting SIPPs and pensions administration
Client & Stakeholder Management
- Maintain strong relationships with advisers, clients, and third‑party providers
- Handle escalated client queries or complaints professionally and effectively
- Support the delivery of excellent client service and positive client outcomes
Process Improvement & Operational Excellence
- Identify opportunities to improve processes, controls, and efficiency
- Support system enhancements, projects, and change initiatives
- Contribute to the development and maintenance of procedures and best practices
- Monitor team KPIs and management information, reporting trends and issues
Skills & Experience
Essential
- Proven experience in SIPP administration
- Strong working knowledge of pensions legislation, HMRC rules, and FCA requirements
- Previous experience in a supervisory or team leadership role
- Ability to manage complex cases and provide technical guidance
- Strong organisational and time management skills
- Excellent attention to detail and problem‑solving ability
- Confident communicator with the ability to engage with clients and stakeholders
Desirable
- Relevant pensions qualifications (e.g. PMI/RPS, Diploma in Regulated Financial Planning)
- Experience with non‑standard or complex SIPP assets (e.g. property, SSAS‑style investments)
- Experience working in a regulated SIPP operator environment
Personal Attributes
- Professional, approachable, and resilient
- Strong leadership and coaching mindset
- Client‑focused with a commitment to quality and compliance
- Proactive and solutions‑oriented
- Comfortable working in a fast‑paced, regulated environment
SIPP Team Leader in Glasgow employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Team Leader in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry and let them know you're on the lookout for a SIPP Team Leader role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of SIPP administration and compliance. Be ready to discuss how you've led teams in the past and share examples of how you've improved processes or handled complex cases.
✨Tip Number 3
Showcase your leadership skills! During interviews, highlight your experience in coaching and developing team members. Talk about how you’ve motivated your team to achieve high performance and meet service level agreements.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace SIPP Team Leader in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP Team Leader role. Highlight your experience in SIPP administration and any leadership roles you've held. We want to see how your skills match what we're looking for!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve improved processes or led a team to success. This helps us see the impact you can make at StudySmarter.
Be Clear and Concise: When writing your application, keep it clear and concise. Avoid jargon and make sure your points are easy to understand. We appreciate straightforward communication that gets to the heart of the matter!
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people!
How to prepare for a job interview at IDEX Consulting
✨Know Your SIPP Stuff
Make sure you brush up on your knowledge of SIPP administration, pensions legislation, and FCA regulations. Being able to discuss these topics confidently will show that you're not just a leader but also a technical expert who can guide your team effectively.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully led and developed teams in the past. Think about specific situations where you motivated your team or resolved conflicts. This will demonstrate your ability to manage people and drive performance.
✨Be Ready for Complex Scenarios
Expect questions about handling complex cases and client issues. Have a few examples ready that highlight your problem-solving skills and your approach to ensuring compliance and quality in SIPP administration.
✨Engage with Stakeholders
Think about how you’ve built relationships with clients and third-party providers. Be prepared to discuss your communication style and how you handle escalated queries or complaints, as this is crucial for maintaining strong client relationships.
