Are you able to lead a high-performing busy Investment and Pensions team in a supportive, forward-thinking environment? Were looking for an experienced Team Leader or Senior Pension & Investment Administratorto guide and inspire a local financial services team.
Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.
Youll lead, coach, and support your team while managing pensions and investments, including transfers, contributions, withdrawals, and complex cases.
Youll also be the go-to point for technical queries and process improvements.
What were looking for: Experience at a senior level or managing Investment and Pension teams Knowledge of client management systems (IO or similar) Relevant financial planning experience/qualifications (or working towards them) Strong organisational and leadership skills Whats on offer: 25 days annual leave your birthday off Hybrid working after probation Pension scheme xjlbheb with employer contributions Study support & salary boost for exam success Cycle to Work scheme, Free parking & Death in Service cover Please only apply if you live within 15 miles of Farnham and have Investment and Pensions experience and knowledge.