Current jobs related to Sipp Team Leader - London - eFinancial Careers
-
London, United Kingdom JJ SEARCH LIMITED Full timeJob DescriptionThe Client An established Financial Services business running Investment Management services for clients.The RoleThe SIPP Team Leader will be responsible for leading the SIPP Administration Team reporting into the Head of Pensions & Operational Control. The SIPP Team Leader will manage a team of 10 people and will specifically focus on the...
-
SIPP Team Leader
3 weeks ago
london, United Kingdom JJ SEARCH LIMITED Full timeThe Client An established Financial Services business running Investment Management services for clients. The Role The SIPP Team Leader will be responsible for leading the SIPP Administration Team reporting into the Head of Pensions & Operational Control. The SIPP Team Leader will manage a team of 10 people and will specifically focus on the operational...
-
Greater London, United Kingdom JJ Search Ltd Full timeThe ClientAn established Financial Services business running Investment Management services for clients.The RoleThe SIPP Team Leader will be responsible for leading the SIPP Administration Team reporting into the Head of Pensions & Operational Control.The SIPP Team Leader will manage a team of 10 people and will specifically focus on the operational running...
-
SIPP Team Leader
6 days ago
City Of London, United Kingdom JJ Search Ltd Full timeThe Client An established Financial Services business running Investment Management services for clients. The Role The SIPP Team Leader will be responsible for leading the SIPP Administration Team reporting into the Head of Pensions & Operational Control. The SIPP Team Leader will manage a team of 10 people and will specifically focus on the operational...
-
City of London, United Kingdom JJ Search Full timeThe ClientAn established Financial Services business running Investment Management services for clients.The RoleTheSIPP Team Leader will beresponsible for leading the SIPP Administration Team reporting into the Head of Pensions & Operational Control.The SIPP Team Leader will manage a team of 10 people and will specifically focus on the operational running of...
-
Sipp Administrator
1 week ago
London, United Kingdom Seven Investment Management Full time**About The Role**: **Purpose**: Provide administrative support to the 7IM SIPP team, on-boarding, maintaining, and monitoring all administration of 7IM SIPP operations ensuring quality service and adherence to service levels. This will involve liaising with colleagues, internal and external clients and third parties. Requirements of the firm and the...
-
SIPP Administration Lead – Operations
4 days ago
Greater London, United Kingdom JJ Search Ltd Full timeA financial services firm in Greater London is looking for a SIPP Team Leader to lead the SIPP Administration Team. The successful candidate will manage a team of 10 and oversee the operational running of SIPP administration processes. This role requires strong leadership skills and expertise in regulatory compliance within financial services. The position...
-
SIPP Service Team Manager
1 week ago
London, Greater London, United Kingdom Seven Investment Management Full time £45,000 - £80,000 per yearPURPOSEThis role within Operations is responsible for leading the SIPP Service Team at 7IM reporting into the Head of Pensions & Operational Control. This will specifically focus on the operational running of the 7IM SIPP contact and administration processes carried out internally and our outsourced SIPP administration partner.This role is expected to build...
-
SIPP Service Team Manager
4 days ago
City Of London, United Kingdom 7IM Full timeOverviewJoin to apply for the SIPP Service Team Manager role at 7IM.This role within Operations is responsible for leading the SIPP Service Team at 7IM reporting into the Head of Pensions & Operational Control. This will specifically focus on the operational running of the 7IM SIPP contact and administration processes carried out internally and our...
-
SIPP Service Team Manager
1 week ago
London ECR, United Kingdom 7IM Full timeAbout The RolePURPOSEThis role within Operations is responsible for leading the SIPP Service Team at 7IM reporting into the Head of Pensions & Operational Control. This will specifically focus on the operational running of the 7IM SIPP contact and administration processes carried out internally and our outsourced SIPP administration partner.This role is...
Sipp Team Leader
2 weeks ago
About the Role
**Purpose**:
This role within Operations is responsible for leading the SIPP Administration team at 7IM reporting into the Head of Pensions & Operational Control. This will specifically focus on the operational running of the 7IM SIPP overseeing processes carried outinternally and our outsourced SIPP administration partner.
This role is expected to build positive and lasting relationships between the 7IM departments, its clients and our outsourecd administration partner.It will also provide leadership to achieve all stated objectives,
aims and targets and ensure the strategy, vision and culture is aligned to the business’s goals.
**Responsibilities:**
SIPP Administration
- Ensuring all client account opening is completed in a timely manner and complies with 7IM and HMRC guidelines
- Ensuring all client maintenance is completed in a timely manner in 7IM, Pershing and Imago systems
- Ensuring the process of contribution payments into the SIPP and Direct Debits set up via GoCardless where required in a timely manner
- Ensuring payroll is processed in an accurate and timely manner
- Ensuring AML checks for new and existing clients - including KYC and bank account checks are carried out
- Efficiently and effectively responding to internal and external queries, being a point of escalation when required
- Liaise closely with front office and Transitions teams to ensure an efficient opening and transfer process
- Maintenance of fee schedule and commission payment data
- Compile daily / weekly / monthly MI to help manage volumes within the teams
- Ensuring correspondence is sent out to clients in an accurate and timely manner
- Attend regular meetings with third party administrator to ensure service levels are being adhered to.
- Reviewing and producing MI on complaints and errors to establish any trends and reduce future occurrences
- Managing the Money In and Money Out bank accounts to ensure funds are allocated in a timely manner
- Ensure compliance with industry regulation - specifically MiFID II and AEOI legislation
Management
- Daily management of SIPP administration team - 3 direct reports
- Carrying out staff quarterly reviews and training requirements
- Ensuring team are engaged in 7IM projects with regular updates and team meetings
- Escalation point for the SIPP Administration Team providing support when required
Other
- Leading 7IM SIPP process improvements and change to ensure operational efficiencies
- Build good and lasting relationships with clients (internal and external) and understand their motivations
- Act promptly and professionally to resolve client (internal and external) and colleague enquiries or concerns
- Adhere to 7IM procedures and policies ensuring they are reviewed and signed off on an annual basis
- Treat clients (internal and external) and colleagues fairly and adhere to the 7IM mission and tenets
- Other responsibilities as reasonably required by line manager
**Skills:**
- Accuracy and attention to detail
- Ability to effectively manage a team
- Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries, being a point of escalation
- Process analysis and design
- Organisation of own workload to meet deadlines
- Good communication skills, both oral and written
- Ability to see things through to their logical conclusion
- Ability & willingness to identify and suggest improvements in processes / service levels
- Able to take ownership of tasks and see them through to completion as well as use own initiative to come up with solutions
**Knowledge:**
- Proven experience in SIPP administration
- Experience within a wealth management or asset management environment is desirable
- Strong knowledge of client account records, including AML client ID guidelines
- Understanding and knowledge of MiFID II requirements and internal 7IM policies
- Knowledge of Pershing systems is an advantage
- Familiarisation with Dunstan Thomas’ Imago Back Office software to be able to look up information when answering queries
**Qualifications:**
- Completion of the CII certificate in pensions administration (FA2) would be an advantage
**Other relevant information:**
- This role works closely with others within the operations team and business, sharing the workload and responsibility so a ‘team’ attitude is needed - helping others when required
- Flexible attitude to working hours - sometimes the workload will demand additional commitment outside the contractual hours
About The Company
The ‘7’ in 7IM refers to the seven original founders of the business. Back in 2002, they couldn’t find a firm they trusted to manage their families’ money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investmentprocess and structure. They started the kind of organisation they’d like to invest with themselves.
Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology. They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.
We’ve evolved since then. In 2015 Caledonia Investments joined us as a major shareholder. In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach. In 2020 we continued our long-termgrowth strategy and acquired the award winning London based financial planning firm Partners Wealth Management (PWM). PWM will continue to operate as an independent company, retaining its brand, identity and leadership.
Our team, our clients and our funds under management have grown steadily over the years. From our offices in London, Edinburgh and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financialadvisers, corporates, charities and trustees.
We still follow our founders’ plan and aim to get the simple things r
