Job Description
Idex Consulting are working exclusively with this boutique SIPP packager who have a current requirement for a Team Leader.
You will be responsible for leading, motivating, and developing a team of SIPP Administrators to ensure the accurate, compliant, and timely administration of Self-Invested Personal Pensions. The role combines hands-on technical expertise with people management, process oversight, and a strong focus on regulatory compliance, service quality, and continuous improvement.
Team Leadership & People Management
* Lead, coach, and develop a team of SIPP Administrators, ensuring high performance and engagement
* Allocate workloads effectively to meet service level agreements (SLAs) and business priorities
* Conduct regular one-to-ones, performance reviews, and development planning
* Identify training needs and support technical development within the team
* Act as the first point of escalation for complex cases and client issues
SIPP Administration Oversight
* Oversee the end-to-end administration of SIPPs, including:
* New business and transfers
* Contributions and benefit crystallisation
* Drawdown, retirement, and death benefits
* Investments and specialist assets
* Provide technical guidance on complex SIPP cases and non-standard assets
* Carry out quality checks to ensure accuracy, consistency, and compliance
Skills & Experience
Essential
* Proven experience in SIPP administration
* Strong working knowledge of pensions legislation, HMRC rules, and FCA requirements
* Previous experience in a supervisory or team leadership role
* Ability to manage complex cases and provide technical guidance
* Strong organisational and time management skills
* Excellent attention to detail and problem-solving ability
* Confident communicator with the ability to engage with clients and stakeholders
Desirable
* Relevant pensions qualifications (e.g. PMI/RPS, Diploma in Regulated Financial Planning)
* Experience with non-standard or complex SIPP assets (e.g. property, SSAS-style investments)
* Experience working in a regulated SIPP operator environment
Personal Attributes
* Professional, approachable, and resilient
* Strong leadership and coaching mindset
* Client-focused with a commitment to quality and compliance
* Proactive and solutions-oriented
* Comfortable working in a fast-paced, regulated environment