SIPP Team leader

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.

• 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

• 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

• 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
• 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

• 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