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- Tasks: Lead and manage SIPP product administration while ensuring compliance with UK pension legislation.
- Company: Join a friendly, dynamic company committed to ethical practices and employee development.
- Benefits: Competitive salary, flexible working hours, private medical insurance, and 24+ days holiday.
- Why this job: Make a real impact in the pensions sector while developing your leadership skills.
- Qualifications: Experience in pension administration and strong communication skills are essential.
- Other info: Enjoy a hybrid work environment with modern offices and a commitment to sustainability.
The predicted salary is between 27000 - 30000 £ per year.
The Technical Pension Lead is responsible for providing expert technical and administrative support for the organisation’s SIPP product, ensuring compliance with pension legislation and high operational standards. This role combines hands-on pension administration with leadership responsibilities, including managing a direct report and supporting their development. The Lead will work closely with internal teams and external partners to ensure smooth processing of pension transactions and excellent customer service.
Responsibilities:
- Deliver advanced technical administration for our SIPP (Self-Invested Personal Pension) product, ensuring full compliance with UK pension legislation and regulatory requirements.
- Manage complex customer enquiries and provide clear, concise explanations of pension products, transfers, withdrawals, and related technical matters.
- Resolve challenging pension-related issues, supporting both customers and the customer care team.
- Liaise regularly with third-party custodians and external partners, ensuring prompt resolution of queries.
- Oversee transfer and withdrawal requests, monitoring progress and maintaining detailed, audit-ready records.
- Prepare and present operational reports and data summaries for internal teams and regulatory stakeholders.
- Lead and mentor a direct report, taking responsibility for their performance, coaching, and professional development.
- Drive continuous process improvements focusing on service quality, regulatory compliance, and operational efficiency.
Essential Skills & Experience:
- Proven experience in a UK pensions technical or administrative role, with deep knowledge of pension legislation, SIPP products, and the mechanics of different types of pension transfers.
- Strong understanding of compliance obligations within the pensions regulatory framework.
- Excellent communication skills, capable of breaking down complex information clearly for customers and colleagues.
- Demonstrated ability to manage multiple tasks, prioritise effectively, and perform well under pressure.
- Proficiency in Microsoft Office and an aptitude for quickly learning new software systems.
- Minimum of 5 GCSEs including Maths and English at grade C or above (or equivalent).
Desirable:
- FA2 qualification is beneficial but not essential; support for study will be provided.
- Proven leadership experience with direct management or supervisory responsibilities.
- Ability and confidence to take ownership of a direct report, supporting their growth and performance.
What else we’re looking for:
- A friendly, personable team player with strong attention to detail and a diligent approach.
- Organised, empathetic, and adaptable when dealing with customers and colleagues.
- Self-motivated ‘can-do’ attitude with a commitment to quality and continuous improvement.
- Comfortable working in a hybrid office environment, with strong computer literacy.
- A hardworking individual who takes pride in their work ethic and output.
What you’ll get from us:
- Salary: £27,000 - £30,000 depending on skills and experience.
- 24 days holiday plus bank holidays, increasing up to 28 days with service.
- Flexible 37.5-hour working week, Monday to Friday between 8am – 5:30pm.
- Hybrid working with at least 1 day per week in the office and monthly face-to-face team meetings.
- Additional benefits: Discretionary annual bonus based on company and individual performance, Private Medical Insurance, Death in Service cover (3x annual salary), Income Protection Insurance, Company Pension Plan, Healthify wellbeing programme, Ministry of Fun social activities, Modern offices in scenic Penarth Marina with free parking and gym facilities, Commitment to ethical business practices, environmental sustainability, and charitable activities.
Additional Information:
- Job Type: Full-time
- Location: Hybrid (Penarth offices)
- Education: A-Level or equivalent preferred
- Experience: Minimum 1-2 years in pension administration or technical roles preferred
How to apply:
First stage interviews will be conducted via Teams. Successful candidates will be invited for second stage interviews at our Penarth office. This is a fantastic opportunity to take a lead role in a supportive, dynamic, and friendly company where your expertise and leadership will be valued and developed.
Technical Pension Lead in Penarth employer: Wealthify
Contact Detail:
Wealthify Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Pension Lead in Penarth
✨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 opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge of SIPP products and UK pension legislation. We want you to be able to confidently tackle any tricky questions that come your way!
✨Tip Number 3
Show off your leadership skills! Be ready to discuss how you've mentored others or improved processes in previous roles. This will highlight your ability to take charge and support your team, which is key for the Technical Pension Lead position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Technical Pension Lead in Penarth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in UK pensions and SIPP products. We want to see how your skills match the job description, so don’t be shy about showcasing your technical knowledge and leadership experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Technical Pension Lead role. Share specific examples of how you've tackled complex pension issues or led a team, and let your personality come through.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and avoid jargon unless necessary. We want to see that you can break down complex information easily!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Wealthify
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of SIPP products and UK pension legislation. Be ready to discuss specific regulations and how they impact the role. This will show that you're not just familiar with the basics, but that you can handle complex queries with confidence.
✨Showcase Your Leadership Skills
Since this role involves managing a direct report, be prepared to share examples of your leadership experience. Talk about how you've supported team members in their development and how you approach mentoring. This will demonstrate your capability to take ownership and drive performance.
✨Practice Clear Communication
Given the importance of breaking down complex information for customers and colleagues, practice explaining pension concepts in simple terms. You might even want to role-play common customer scenarios to showcase your communication skills during the interview.
✨Demonstrate Your Problem-Solving Skills
Think of specific challenges you've faced in previous roles related to pensions and how you resolved them. Be ready to discuss these situations in detail, highlighting your analytical thinking and ability to remain calm under pressure. This will show that you can handle the complexities of the role effectively.
