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SIPP/Pension Team Leader

Recruit Wealth
Posted 2 days ago, valid for a month
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a prominent pension provider, is seeking an experienced SIPP Team Leader to manage the day-to-day operations of their SIPP administration team.
  • Candidates must have a strong background in pension administration and SIPP management, with a focus on improving business processes and team performance.
  • The role involves coaching team members, ensuring compliance with company policies, and contributing to the development of financial services technology.
  • The position offers an attractive salary along with comprehensive benefits and supports both office and home working arrangements.
  • Applicants should have a minimum of 5 years of relevant experience in the financial services sector.

Our client, a notable industry pension provider, collaborate with regulated financial advisers offering a range of personal pensions for UK and non-UK residents.

The business offers advanced pension products, which have won various industry awards to date, with an unwavering focus on client outcomes.

With a clear focus on financial services technology and innovation, backed by a strong set of values, their pension solutions ensure robust and continued performance.

Due to continued headcount, the business now seeks to hire an experienced SIPP Team Leader, you will be responsible for managing all day to day operations of the SIPP administration team.

Previous experiences and competencies working with pensions and SIPP’s is an absolute must to be considered further for this opportunity.

Main Responsibilities of the Role:

  • Manage the overall operational responsibilities and activities of the administration team.
  • Constantly look to plan, evaluate and improve the efficiency of business processes and procedures to enhance speed, quality, efficiency and output.
  • Provide effective performance feedback in a timely manner carrying out one to ones and appraisals.
  • Ensure regular team meetings are carried out to develop a culture of sharing relevant information and highlighting any business concerns.
  • Manage the preparation and maintenance of reports and MI necessary to carry out the functions of the department.
  • Plan and allocate resources to effectively accomplish the work, daily, weekly and monthly.
  • Support the development (testing) of the platform and the seamless migration of our legacy book, working with the wider group team within the business.
  • Ensure the team can work within policies and procedures in line with Company and Regulatory standards.
  • Implement process changes from change in legislation and/or change in Company policies.
  • Coach and develop team members with a focus on developing their technical knowledge and multi-skilling to add value to our business success.
  • Authorised signatory for payment forms and banking.

Skills Required:

  • Experienced in pension administration
  • Contribute effectively to the wider business success
  • Ability to manage a team
  • Strong attention to detail and the ability to perform under pressure
  • Ability to set out processes and communicate these effectively across the team
  • Analytical with the ability to take ownership of projects and manage them through to
  • successful completion
  • Ability to communicate effectively to the wider group management
  • Confident with the ability to ask questions
  • Ability to prioritise work and to deliver to given deadlines
  • Excellent organisational and multi-tasking skills
  • Coach, mentor and develop a team
  • Proficient with Microsoft Office, in particular Excel.

This is an award winning, industry recognised brand who are offering various opportunities across the business for Financial Services professionals, it’s an exciting time to join.

The company enjoys an excellent working culture where staff retention is excellent.

An attractive salary alongside comprehensive benefits are all available.

Office/home working is fully supported.

Please apply to us here at Recruit Wealth for an immediate response.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.