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Transfers team leader

Crawley
People's Partnership
Team leader
Posted: 10h ago
Offer description

Join to apply for the Transfers Team Leader role at People's Partnership


Overview

At the heart of our not-for-profit organisation is a commitment to make the future-saving experience simple for our members. We champion fairness and simplicity, not profit-chasing, with a flexible, hybrid working approach to help everyone be their best.


What You’ll Be Doing

Our Customer Services team are the heart of People’s Pension, ensuring customers receive excellent service and technical support. We’re looking for a dedicated Team Leader to oversee a high-performing customer service and technical support team. In this role, you’ll ensure the delivery of exceptional, tailored service throughout the customer lifecycle, fostering trust and satisfaction among customers, advisors, and third parties. You’ll monitor staff competence, support professional development, and drive team progression. You’ll champion our Treating Customers Fairly (TCF) principles in everything you do.


Key Responsibilities

* Responsible for the team’s performance against agreed objectives and key performance indicators. Ensure exceptional levels of service are delivered within agreed service levels.
* Direct resources to maximise productivity and achieve service levels. Recruit new team members and participate in the interview process.
* Lead and manage staff in line with company policies, including training (regulatory and company), development, 1 to 1s, performance appraisals, and disciplinary & grievance issues.
* Manage relationships with customers, Business Partners, IFA’s and Strategic Partners including third-party providers to resolve service/technical enquiries/issues by appropriate means (phone, webinars, face-to-face, pension seminars, etc.).
* Record and analyse team productivity and quality statistics. Use management information to measure workflow and staff performance. Identify training needs and arrange coaching and technical support.
* Encourage self-development of team members and provide feedback. Proactively develop individuals to maximise their ability.
* Update operating procedures for administration activities and ensure staff are trained/aware prior to implementation.


What We’re Looking For

* Experience working in an operational pensions’ environment or financial services environment.
* People Management
* Good working knowledge of Microsoft Office
* Knowledge of pension legislation (particularly auto enrolment)
* Excellence in Customer Services


Desirable Qualifications

* PMI Certificate in Auto Enrolment
* Other relevant financial services qualifications
* Experience of employer/employee pension communications


What You Can Expect From Us

* Generous pension contributions with an employer contribution of up to 14%
* Real living wage
* Income protection, critical illness cover & death in service insurance
* Employee healthcare
* Parental and adoption leave
* Learning & development opportunities and study support
* Travel season ticket loans
* Subsidised restaurant in our Crawley office
* Volunteering days and charity payroll giving
* Onsite gym
* Ride-to-Work scheme
* Social clubs and events


Disability Statement

People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People’s Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.


Perks

Our people are our strength, so we offer an award-winning pension, health care cover, an onsite gym, access to a personal trainer, and subsidised restaurant. We also provide training programmes and opportunities to develop a fulfilling career.

Note: This description reflects the content of the original job post and preserves its focus on responsibilities and qualifications for the role.

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