Team Leader SIPP & SSAS Administration - #2086626

Our client runs a successful and innovative group of financial services companies offering a unique combination of services for pension schemes, employers, private clients, Lloyd’s insurers and institutions. They aim to maintain a high-quality administration service both in the Pension Accumulation and Decumulation phases, delivering exceptional service and support to a vast array of clients.

They are now seeking a SIPP & SSAS Team leader to process all aspect of bespoke SIPP and SSAS administration, in a professional and team orientated manner. Act as technical support to the team, SIPP and SSAS clients and financial advisers. Line management of administrators of varying grades and levels of experience. Support the CEO with the development of client centric processes and procedures which drive efficiency and consistent high standards of service.

Team Leader SIPP & SSAS Administration – Responsibilities

- Setting up new business applications, preparing important correspondence for all our clients.

- Maintaining up-to-date electronic records, ensuring everything runs smoothly and efficiently.

- Managing bank balance reconciliations, creating invoices, handling payroll, and ensuring compliance with VAT and tax relief processes.

- Building strong relationships with partners and coordinating with regulatory bodies.

- Line management of a small team of administrators.

Team Leader SIPP & SSAS Senior Administration – Required Skills

- Strong administration team leader experience within a pensions environment, within SIPP and SSAS would be preferable, but the right candidate could have knowledge from within the financial services sector.

- Ideally with experience of having worked within an independent trustee or investment management environment.

- Proficient with Excel, able to create spreadsheets and action use of basic formulas.

- Word and Outlook experience, able to create and format documents to a high standard.

- Strong with systems with any experience of Delta’s Platinum and Report~Pro systems, Bank of Scotland’s iSite and Corporate Banking Online platforms, Microsoft SharePoint and volume by Watermark Technologies being advantageous.

You’ll have the opportunity to work for a leading brand who possess an enviable reputation within their field. Benefits include Private Medical Insurance, Competitive Company Pension Scheme, Life Assurance Scheme, Group Income Protection, Private Dental Insurance and various in-house schemes such as cycle to work, electrical vehicle salary sacrifice and gym membership. The role comes with 25 days holiday as standard with the option to purchase more. The SIPP & SSAS position is a full-time hybrid-based role including 3 days at our clients Edinburgh Office, and 2 days working from home.

Apply now to be considered for this fantastic opportunity.

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