Our client are seeking an experienced Team Lead within their SIPP/SSAS (Pensions) team. Hybrid role. Their aim is to maintain a high-quality administration service both in the Pension Accumulation and Decumulation phases, delivering exceptional service and support to their clients. The role of the Team Leader is to process all aspects of bespoke SIPP and SSAS administration, while acting as technical support to the team, SIPP/SSAS clients and financial advisers. You would have the 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 high standards of service You will be:- Assisting the team in providing a quality and efficient service to all clients when processing new business and ongoing servicing 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 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 Reporting/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 i 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 Onlin Provide individual and team technical and administration training Who are we looking for? Extensive experience of administration experience within the SIPP/SSAS industry Ideally you would have previous line management/leadership experience Experience of having worked within an independent trustee environment an advantage. Microsoft suite experience including, Excel, Word, Outlook to a high standard plus Nitro and Adobe Familiarisation of the following systems an advantage: Delta’s Platinum programme SharePoint volume by Watermark Technologies Ability to communicate effectively with internal & external clients in writing, face to face and over the phone Ability to provide clear technical support and service in a timely fashion Ability to recognise when to escalate/refer client issues/queries Take the initiative to propose enhancements to current processes and procedures to further improve the client experience and efficiencies Flexible, proactive, willingness to support others, showing initiative, team as well as personal commitment Work collaboratively with colleagues within Punter Southall SIPP and the wider Punter Southall Group Act as a positive role model to the team What’s in it for you? * Private Medical Insurance with rewards for yourself with discounted rates for your family members * Competitive Company Pension Scheme * Access to several employee discounted schemes to suit your lifestyle including but not limited to: * Private dental insurance * Electric Vehicle Salary Sacrifice Scheme * Cycle to Work scheme * Comprehensive Europe and Worldwide Travel Insurance * Medical Cash Plan * Gym memberships * Access to 24/7 GP service for you and your family * 25 days holiday with the option to purchase more
Team Leader SIPP/SSAS in Edinburgh employer: Talent Staffing
As a leading specialist in Higher Education, this London-based institution offers an enriching work environment where HR professionals can thrive. With a strong focus on employee development and a collaborative culture, you will have the opportunity to support strategic initiatives while enjoying a hybrid working model that promotes work-life balance. Join us to make a meaningful impact in a dynamic sector that values innovation and growth.
