PENSIONS & INVESTMENT TEAM LEADER***
We are working with a forward-thinking Financial Services firm who are looking for an experienced Pensions & Investment Team Leader to lead, inspire and develop a high-performing team within their Pensions and Investments department.
If you enjoy the administrative aspect of managing pensions & investments including new business, investment transfers, pension withdrawals etc and thrive on coaching others and being the go-to person for solving problems then this is the perfect role for you.
Salary £38-42K depending on experience + benefits
Key responsibilities for the Pensions & Investment Team Leader include,
Leading, coaching and developing a team to ensure all work is processed accurately and on time
Championing change and helping to improve existing processes and ways of working
Acting as a point of escalation for technical queries, non-standard cases and member complaints
Managing a broad range of pensions and investments work, including new business, transfers, contributions and withdrawals
Overseeing Inheritance Tax planning investments
Handling deceased account processing and Pension Sharing Orders
Supporting with day-to-day pensions and investments administration where requiredWhat the ideal Pensions & Investment Team Leader will bring to the table,
Proven experience managing an administration and/or paraplanning team
Strong organisational and planning skills
A working knowledge of Intelligent Office (IO) or a similar client management system
A relevant Financial Planning qualification (such as CII Certificate in Financial Administration, CF1/FPC1, FA1 or equivalent), or be working towards oneThis is a fantastic opportunity to join a supportive and progressive employer that truly invests in its people. You'll receive a competitive salary and a market-leading benefits package, including:
25 days' annual leave, plus an extra day off in your birthday month
Death in Service cover
Defined contribution pension scheme with employer contributions based on your total earnings
Cycle to Work scheme
Hybrid working after successful completion of probation
Full study support for professional qualifications, including salary increases for exam successIf you're ready to take the next step in your pensions and investments career and lead a team in a role where your expertise will really make an impact, we'd love to hear from you