Job Description:
Our client, a leading financial advisory firm, is currently recruiting for a Transfer Administration Manager to join the team on a permanent basis. In this role, you will be responsible for the process management and performance of the business's Investments pension transfers processing and servicing teams.
Skills/Experience:
Transfer administration experience
Proven track record of leading high performing team
Experience in similar role, managing both pensions/ISA/GIA transfers processing and servicing teams around the flow of work, achieving customer satisfaction.
Strong excel skills
Project management skills
Process improvement skills
Core Responsibilities:
Manage the pensions/ISA/GIA transfers processing & servicing teams
Create a high performing team
Take ownership of incidents updates and closures
Support your teams by overseeing quality checks, complaint handling, breach reporting, escalation, attestation and resolution and to ensure and your teams tasks completed is of a high standard and compliant
Take ownership of team reports & MI produced for the management teams including Monthly MI/Reports and ensure completion within timescales
Manage any third-party relationships with regulators & suppliers
Monitoring the performance of the teams against SLAs and taking steps to maintain high levels of service as required
Produce & maintain teams MI and assist in the analysis and identification of relevant trends and issues, making appropriate recommendations and implement appropriate actions
Mange delivery of routine project work when required
Take ownership of new and inflight RFWs to completion
Ensure pensions/ISA/GIA transfers processing and servicing tasks are carried out correctly in the teams within Service Level Agreements (SLAs)
Ensure that Service Level Agreements (SLAs) are in place
Ensure that complaints are resolved within KPI timescales
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16112
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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