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SIPP SSAS Team Leader

Location: BRISTOL, AVON Salary: 28000 - 32000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 9 months ago Reference: 3083517
I have a new opportunity to join a retirement wealth planning platform in the centre of Bristol. This position is ideal for an individual who is looking for a 6 month FTC, managing a team of SIPP/ SSAS administrators. 

Reporting to a Department Manager you will be responsible for leading a team of 8 – 15 people and working closely with Service Executives.

You will be responsible for leading and motivating a team to achieve their individual and departmental goals ensuring focus on Investor Outcomes is maintained.

Main Accountabilities:

• To build and maintain strong relationships with internal departments and teams along with Investors, Advisers and third parties. Promoting Investor focus within the team
• To develop and maintain a comprehensive understanding of the team’s processes and the role they play in providing exceptional Investor/Advisor service
• To minimise administration errors and complaints within the team
• Setting the benchmark for the rest of the team and ensuring the team produce work of the highest standards
• To implement departmental strategy development plans and identify opportunities to enhance quality or value of service to Investors
• To coach and develop team members’ administration knowledge and skills, identifying and reporting training needs to Department Manager and Technical Trainer
• To take responsibility for all issues that arise within the team, escalating when appropriate
• Ensure all work carried out is within the defined company policies and procedures as well as the Risk and Governance framework
• To have an awareness of the operational risks of the department including the Risk Register and Business Continuity Plan, escalating issues or changes and maintaining accurate information to support these
• To ensure the Principles of Treating Customers Fairly (TCF) and ‘Think Investor’ are adhered to at all times
• To conduct post-error analysis, taking necessary action to prevent recurrence
• To provide accurate and timely reporting as requested
• Responsible for first line management of direct reports including:
– Recording and monitoring of sickness/absence and performance levels (SLAs and KPIs)
– Workload management and allocation
– Escalating absence, performance or disciplinary issues
– Holding regular one-to-one meetings

Job knowledge, skills, qualifications and experience required:

• Experience of supervising or managing a team
• Excellent Customer Service skills
• Strong written and verbal communication skills
• Attention to detail
• Good numerical skills
• A team player and able to work independently using own initiative
• Good analytical and problem solving skills
• Excellent time management and the ability to work to deadlines
• Excellent knowledge of the SIPP/SSAS market

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