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- Tasks: Lead a team in bespoke SIPP and SSAS administration while providing technical support.
- Company: Join a dynamic firm focused on client-centric processes and team collaboration.
- Benefits: Enjoy private medical insurance, competitive pension, gym memberships, and 25 days holiday.
- Why this job: Make a real impact in the financial sector while developing your leadership skills.
- Qualifications: Extensive SIPP/SSAS admin experience and previous line-management experience required.
- Other info: Hybrid role in Edinburgh with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a Section Head to process all aspects of bespoke SIPP and SSAS administration, supporting clients and the team in a professional, team-oriented manner. You will act as technical support to the team, SIPP and SSAS clients and financial advisers, while leading a team of administrators and partnering with the CEO to develop client-centric processes.
Responsibilities
- Line-manage a team of administrators, providing technical support, guidance, appraisals and one-to-one sessions.
- Provide technical & administration training to individuals and the team.
- Ensure quality and efficient service when processing new business and ongoing servicing, delivering fair outcomes.
- Input client data into Platinum, maintain data throughout the lifecycle.
- Set up designated bank accounts with Bank of Scotland via the iSite platform.
- Crystallise pension benefits accurately and timely, making pension commencement lump-sum and income payments.
- Apply correct tax codes to income payments.
- Apply correct Lifetime Allowance, applying protections and recognising transitional protections.
- Report and arrange settlement of Lifetime Allowance charges via HMRC online services.
- Create contributions within Platinum and issue Contribution Payment Certificates when cleared.
- Process paperwork for transfers in from defined benefit and money purchase schemes, and in-specie transfers out, ensuring appropriate checks.
- Purchase and sell assets in line with the firm’s permitted investments list and within the defined timeframe.
- Create payments using Bank of Scotland’s iSite and Corporate Online systems.
Qualifications
- Extensive administration experience in the SIPP and/or SSAS industry.
- Previous line-management/leadership experience.
- Experience in an independent trustee environment is an advantage.
- Full Microsoft Suite experience.
- Familiarity with Deltas Platinum, Report~Pro, Bank of Scotland’s iSite and Corporate Banking Online platform, SharePoint and Watermark Technologies is beneficial.
Benefits
- Private Medical Insurance with rewards for you and discounted rates for family.
- Competitive Company Pension Scheme.
- Life Assurance Scheme.
- Group Income Protection.
- Access to employee discount schemes including: Private dental insurance, Health Cash Plan, Electric Vehicle Salary Sacrifice Scheme, Cycle to Work scheme, Comprehensive Europe and Worldwide Travel Insurance, Gym memberships.
- 24/7 GP service for you and your family.
- 25 days holiday with option to purchase more.
This is a full-time hybrid role based in Edinburgh (3 days at the office and 2 days working from home).
SIPP and SSAS Section Head employer: Punter Southall Group
Contact Detail:
Punter Southall Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP and SSAS Section Head
✨Tip Number 1
Network like a pro! Reach out to your connections in the SIPP and SSAS industry. Attend relevant events or webinars, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss SIPP and SSAS processes, as well as any relevant legislation. We want you to shine when you get that chance to impress!
✨Tip Number 3
Showcase your leadership skills! If you’ve got experience managing teams, be ready to share examples of how you’ve supported and developed others. We love seeing candidates who can inspire and lead a team effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who are eager to join our team and make a difference.
We think you need these skills to ace SIPP and SSAS Section Head
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the SIPP and SSAS administration role. Highlight any relevant leadership experience and technical skills, especially with tools like Deltas Platinum and Microsoft Suite.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Section Head position. Share specific examples of how you've led teams and improved processes in previous roles, showing us your client-centric approach.
Showcase Your Technical Knowledge: Since this role involves providing technical support, make sure to mention your familiarity with SIPP and SSAS regulations. Discuss any experience you have with tax codes and pension benefits to demonstrate your expertise.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Punter Southall Group
✨Know Your SIPP and SSAS Inside Out
Make sure you brush up on your knowledge of SIPP and SSAS administration. Be prepared to discuss specific processes, regulations, and any recent changes in the industry. This will show that you're not just familiar with the basics but are genuinely passionate about the field.
✨Demonstrate Leadership Skills
Since this role involves line management, think of examples from your past where you've successfully led a team. Be ready to share how you provided guidance, support, and training to your team members. Highlighting your leadership style will help the interviewers see you as a strong candidate.
✨Showcase Your Technical Proficiency
Familiarity with tools like Deltas Platinum and Bank of Scotland’s iSite is crucial. If you have experience with these platforms, be sure to mention it. If not, do a bit of research and be ready to discuss how you would quickly get up to speed with them.
✨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 that you're not only interested in the position but also in how you can contribute to their goals.