Sipp Team Leader

• Hybrid working 1 to 2 days in office
• Team leader/management role
• Ideally SIPP knowledge will consider TL from other areas of Financial Services

We are working with a Pension services provider who are looking for a full-time SIPP Team Leader to support, guide, and coordinate a team of 8 pension administrators specialising in Self-Invested Personal Pensions (SIPP). This is an exciting opportunity to combine people leadership with day-to-day team oversight, helping them deliver exceptional service to advisers, clients, and third parties.Our client is seeking an individual who is experienced in team management who genuinely enjoys motivating others, nurturing talent, and supporting team members to grow and succeed. You'll help the team achieve daily, weekly, and monthly goals, ensuring high standards of accuracy and quality, while always putting outstanding customer service at the heart of everything we do. They offer hybrid working 1 to 2 days in the Bristol office depending on business and team needs. Responsibilities :

• Coordinate the team's day-to-day activities to meet service level agreements, including planning weekly processes and schedules.
• Delegate and monitor tasks, work requests, and team dashboards/reports.
• Plan resources to ensure coverage during busy periods, holidays, or absences.
• Provide clear guidance, motivation, and coaching to help the team thrive.
• Conduct and support performance reviews, 1:1s, and development plans.
• Support training and accreditation for new and existing staff, keeping process guides up-to-date.
• Assist with recruitment, onboarding, induction training, and probation monitoring.
• Be a first point of contact for queries from administrators, advisers, or third parties, escalating when necessary.
• Promote smooth communication across internal teams, adviser firms, and external platforms.
• Uphold and champion our ethos of "Total Customer Satisfaction."
• Carry out quality checks to ensure accuracy and compliance with HMRC and FCA requirements.
• Assist with complaint timeline reviews.
• Ensure adherence to internal policies and regulatory standards.
• Contribute ideas for process improvements and system enhancements, including CRM workflows and automation.
• Take part in management meetings, team meetings, and third-party service reviews.
• Provide cover for administrative functions during busy periods or absences.
• Support projects aligned with the firm's strategy.
• Review performance and workload reports with the department manager.

An ideal candidate will have an understand of SIPP administration, but our client will consider someone with team leader/management experience from other areas withing financial planning, wealth management, or Banking.Candidates will need to have proven leadership and mentoring skills, with the ability to motivate and develop a team and commitment to delivering excellent customer service to advisers, clients, and third parties. A strong knowledge of FCA regulations relevant to pensions is ideal. Be a confident communicator with strong verbal and written skills. Strong IT skills, including Microsoft Office and CRM/workflow systems.