Sipp & Ssas Section Head

• 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 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
• Recognising the various transitional protections that can apply to a plan and ensuring that the correct Lifetime Allowance is applied when benefits are crystallised
• Reporting and arranging settlement of Lifetime Allowance charges via HMRC's online services
• Creating contributions and issuing Contribution Payment Certificates
• Processing paperwork in relation to transfers in from both defined benefit and money purchase schemes and cash and in-specie transfers out, ensuring appropriate checks are made of the receiving scheme before assets or cash funds are released
• Creating payments using the Bank of Scotland's iSite and Corporate Online systems
• Support the CEO with the development of client centric processes and procedures which drive efficiency and consistent high standards of service
• Process all aspect of bespoke SIPP and SSAS administration, in a professional and team orientated manner

• 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

Experience of having worked within an independent trustee environment

• Private Medical Insurance
• Competitive Company Pension Scheme
• Life Assurance Scheme
• Group Income Protection
• Private Dental Insurance
• Cycle to work scheme
• Electrical vehicle salary sacrifice
• Gym membership
• 25 days holiday as standard with the option to purchase more