Pensions & Investment Team Leader

Profiles Personnel; Farnham; Hybrid; GBP 38,000 - 42,000; Full time

Job summary

A forward-thinking Financial Services firm in the UK is seeking an experienced Pensions & Investment Team Leader to inspire and develop a high-performing team. The ideal candidate will manage diverse pensions and investments work, ensuring accuracy and timely processing. You'll bring proven management experience, strong organizational skills, and knowledge of client management systems. This role offers a competitive salary and an excellent benefits package, including annual leave and study support for professional qualifications.

Benefits

25 days' annual leave, plus an extra day off in your birthday month

Death in Service cover

Defined contribution pension scheme

Cycle to Work scheme

Full study support for professional qualifications

Qualifications

• 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.

Responsibilities

• 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.

Skills

Team management

Organizational skills

Client management systems knowledge

Education

Relevant Financial Planning qualification (CII Certificate, CF1/FPC1, FA1)

Tools

Intelligent Office (IO)

Job description

***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.