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- Tasks: Lead a team in bespoke SIPP and SSAS administration while providing technical support.
- Company: Punter Southall SIPP, known for high-quality client service and a collaborative culture.
- Benefits: Private medical insurance, competitive pension scheme, gym memberships, and 25 days holiday.
- Other info: Hybrid role with 3 days in Edinburgh office and 2 days remote work.
- Why this job: Join us to make a real impact in the pension industry with a supportive team.
- Qualifications: Extensive SIPP/SSAS administration experience and previous line management skills required.
The predicted salary is between 50000 - 60000 £ per year.
At Punter Southall SIPP our 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. We are seeking 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.
What does the Section Head do?
- 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 into Platinum 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.
- Ability to apply the correct tax codes to income payments being made.
- Recognising the various transitional protections that can apply to a plan and ensuring that the correct Lifetime Allowance is applied when benefits are crystallised, or retrospectively.
- Reporting and arranging settlement of Lifetime Allowance charges via HMRC’s online services.
- Creating contributions within Platinum and issuing Contribution Payment Certificates when cleared.
- Processing paperwork in relation to transfers in from both defined benefit and money purchase schemes and applying in‑specie transfers in.
- Processing paperwork in relation to cash and in-specie transfers out, ensuring appropriate checks are made of the receiving scheme before assets or cash funds are released.
- Purchasing and selling assets that are as set within the firm’s permitted investments list accurately and within the business defined timeframe.
- Creating payments using the Bank of Scotland’s iSite and Corporate Online systems.
Who are we looking for?
- A highly technical individual, with extensive administration experience within the SIPP and/or SSAS industry.
- Previous line management/leadership experience.
- Experience of having worked within an independent trustee environment an advantage.
- Full Microsoft suite experience.
- Familiarisation of Delta’s Platinum and Report~Pro, Bank of Scotland’s iSite and Corporate Banking, Online platform/banking systems, SharePoint and volume by Watermark Technologies would be beneficial.
What’s in it for you?
- Private Medical Insurance with rewards for yourself with discounted rates for your family members.
- Competitive Company Pension Scheme.
- Life Assurance Scheme.
- Group Income Protection.
- Access to several employee discounted schemes to suit your lifestyle including but not limited to:
- Private dental insurance.
- Health Cash Plan.
- Electric Vehicle Salary Sacrifice Scheme.
- Cycle to Work scheme.
- Comprehensive Europe and Worldwide Travel Insurance.
- Gym memberships.
- Access to 24/7 GP service for you and your family.
- 25 days holiday with the option to purchase more.
Please note, this position is a full‑time hybrid‑based role including 3 days at our Edinburgh Office and 2 days working from home. If you are detail‑oriented, organised, and eager to make a difference, we want to hear from you. Apply today and become a key player in our success!
Should you have any questions or wish to see a copy of the full job description, please email hrservicedesk@puntersouthallgroup.com for further information.
SIPP and SSAS Section Head - Hybrid employer: Punter Southall
Contact Detail:
Punter Southall Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP and SSAS Section Head - Hybrid
✨Tip Number 1
Network like a pro! Reach out to your connections in the SIPP and SSAS industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss SIPP and SSAS administration processes, as well as any relevant legislation. We want to see you shine when it comes to demonstrating your expertise!
✨Tip Number 3
Showcase your leadership skills! If you’ve got line management experience, be ready to share examples of how you’ve supported and developed your team. Highlighting your ability to lead will set you apart from other candidates.
✨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 and engaged with our company. Let’s get you on board!
We think you need these skills to ace SIPP and SSAS Section Head - Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the SIPP and SSAS role. Highlight your technical expertise and any leadership experience you've had, as we want to see how you can contribute to our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our mission at Punter Southall SIPP. Keep it professional but let your personality show through.
Showcase Your Technical Skills: Since this role requires extensive knowledge of SIPP and SSAS administration, be sure to mention any relevant software or systems you've worked with, like Delta’s Platinum or Bank of Scotland’s iSite. We love seeing candidates who are tech-savvy!
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 opportunity!
How to prepare for a job interview at Punter Southall
✨Know Your Stuff
Make sure you brush up on your SIPP and SSAS knowledge. Understand the key processes, regulations, and any recent changes in the industry. This will not only help you answer technical questions but also show that you're genuinely interested in the role.
✨Showcase Your Leadership Skills
Since this role involves line management, be prepared to discuss your previous leadership experiences. Think of specific examples where you've successfully managed a team, provided guidance, or resolved conflicts. This will demonstrate your capability to lead and support others.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, especially related to client service and team dynamics. Practise articulating your thought process and decision-making skills in these scenarios to showcase your problem-solving abilities.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, team dynamics, or future projects. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.