Description
WHO WE ARE:
interactive investor is an award-winning investment platform that puts its customers in control of their financial future.
We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £55 billion and over 400,000 customers.
For a simple, flat monthly fee we provide a secure home for your pensions, ISAs, and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts, and ETFs.
We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.
WHAT WE STAND FOR:
It’s simple … we want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive. Our customer-driven approach and bold values sit at the heart of this. We are honest, straight-talking, and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. We are ambitious and passionate about what we believe is right for our customers, our teams, ourselves, and interactive investor.
PURPOSE OF ROLE:
The Pensions team sits within Operations, reporting to the Pensions Team Manager, the role holder is responsible for leading, coaching, and developing the team ensuring timely processing of all work into the department. Ensuring that the team are delivering an excellent customer experience in regards to Sipp referrals, datafeeds, contributions, benefits, deceased, Pension Sharing Orders, and day to day administration tasks. Also effective oversight of team members dealing with Secure messages, providing phone support for Customer Services.
Requirements
KEY RESPONSIBLITIES:
• Leads, coaches and develops the Pensions team, communicates company and operational goals and expectations.
• Conducts 1:1 and appraisal meetings
• Motivates team members and assesses ongoing performance. Enhances team efficiency through effective resource management (including attendance), skills management, and agile work allocation methods.
• Owns and develops the ongoing training of new starters and existing team members, identifying areas for new training, skill checks and providing advanced industry relevant training to more experienced team members.
• As a member of the operational leadership team, lead and drive short and long term strategic plans through change and improvement initiatives to deliver sustained inbound contact reduction and operational efficiencies
• Keeps the Pensions Manager updated on team performance, and communicates concerns and policies among management and team members.
• Daily tasks allocated and completed, approval and authentication of work, quality assurance and rework analysis
• Oversight and sign off of the departments breaches, ensuring actions are achievable and delivered in a timely manner reducing risk and exposure
• Conducts team meetings and huddles to update members on best practices and continuing expectations
• Supporting colleagues and promoting a positive work environment & team spirit.
• Compilation of departmental MI to ensure we are achieving both operational and business performance.
• Collaboration with Customer Services to deliver ongoing improvements to customer experience, inbound contact reduction and first point resolution
• Performs other duties and responsibilities as assigned
• Deputise in the Manager’s absence.
SKILLS & EXPERIENCE REQUIRED:
• Proven leadership capability with a passion for developing a high performing team in a regulated, fast paced operational environment
• A strong work ethic and excellent resilience to meet challenging demands. Capability to respond with agility and speed to ongoing change.
• Passion for the ii business and growth journey, understand ii’s financial and commercial objectives and current position.
• Excellent knowledge of wealth management and self-directed investment industry and the associated regulatory environment
• Full understanding the Sipp & PTA processes.
• Knowledge & experience in Pensions.
• Customer Due Diligence and KYC knowledge.
• Understand the key drivers of Customer Loyalty within a retail environment
• Excellent customer service skills - Responsive and pro-active in meeting and anticipating current and future needs of the customer base.
• Strong ability to manage processes and resources effectively in time critical circumstances.
• Ability to make the right decisions calmly and effectively under pressure.
• Ability create and interpret MI and statistics to critically analyse and forecast operational performance and customer trends.
PERSONAL ATTRIBUTES:
STRAIGHT TALKING | MOVING WITH SPEED | OWNING THE OUTCOME
• Clear communicator
• Strong team player
• Demonstrated passion and drive for delivering the best outcome
• Moving with speed – delivering faster and better
• Decisive and take ownership of outcomes
• Not afraid to challenge and be open to challenges