Pensions & Investment Team Leader

***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 required

What 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 one

This 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 success

If 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.