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360 Resourcing Solutions Logo 360 Resourcing Solutions · Finance

Team Leader SIPP and SSAS Administration

United Kingdom, Edinburgh · Job Posted June 10, 2026
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Job Description

At Punter Southall SIPP our aim is to maintain a high-quality administration service both in the Pension Accumulation and Decumulation phases, delivering exceptional service and support to our clients. Punter Southall SIPP staff must adhere to the FCA's Consumer Duty requirements, which incorporates and is not limited to the fair treatment of customers and Conduct Risk. We are looking for an experienced and detail orientated Team Leader to join our SSAS and SIPP Administration team.

Job Responsibility

  • Assisting the team in providing a quality and efficient service to all clients when processing new business and ongoing servicing to deliver fair outcomes
  • 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 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
  • Ability to apply the correct tax codes to income payments being made
  • Recognising the various transitional protections that can apply to a plan and ensuring that the correct Lifetime Allowance is applied when benefits are crystallised, or retrospectively
  • Reporting and 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 in
  • Processing paperwork in relation to cash and in-specie transfers out, ensuring appropriate checks are made of the receiving scheme before assets or cash funds are released
  • 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 Online systems
  • Provide technical support and guidance on a wide range of HMRC and FCA permitted investments
  • Perform annual appraisals, KPIs, one to ones and other individual and team meetings as and when required. Undertake performance Management of the team
  • Monitor and manage incoming and outgoing emails from both a technical and organisational perspective
  • Provide individual and team technical and administration training

Requirements

  • Extensive experience of administration experience within the SIPP and SSAS industry
  • Ideally the successful candidate 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, Bank of Scotland's iSite and Corporate Banking Online platform/banking systems, SharePoint, volume by Watermark Technologies
  • Ability to communicate effectively and professionally with internal & external clients in a variety of mediums including in writing, face to face and verbally 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 to the CEO
  • Take the initiative to propose enhancements to current processes and procedures to further improve the client experience and efficiencies
  • Flexible, pro-active, willingness to co-operate and 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

Nice to have

  • Previous line management/leadership experience
  • Experience of having worked within an independent trustee environment
  • Familiarisation of Delta's Platinum programme
  • Familiarisation of Bank of Scotland's iSite and Corporate Banking Online platform/banking systems
  • Familiarisation of SharePoint
  • Familiarisation of volume by Watermark Technologies

What we offer

  • 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
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