Pensions Team Manager

Interactive Investor; Leeds; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading investment platform in the UK seeks a motivated Pensions Team Manager to provide leadership and develop high-performing teams. Responsibilities include ensuring timely operations and enhancing customer service within a regulated environment. Ideal candidates will possess proven leadership skills, comprehensive pensions knowledge, and a strong drive to meet operational goals. The role emphasizes training, performance management, and strategic initiatives. Join us to make a significant impact on customer experience and operational success.

Benefits

8% employer contribution to Personal Pension Plan

Private Medical Insurance provided by Bupa

25 Days Annual Leave plus bank holidays

Staff Discounts on investment products

Voluntary Flexible Benefits

Qualifications

• Proven leadership capability in a regulated operational environment.
• Excellent knowledge of wealth management and self-directed investment industry.
• Strong customer service skills and capability to respond to ongoing changes.

Responsibilities

• Lead and develop the Pensions team for timely processing.
• Conduct team meetings to support best practices.
• Drive strategic plans and operational efficiencies.

Skills

Leadership capability

Knowledge of wealth management

Excellent customer service skills

Ability to manage processes effectively

Knowledge in Pensions

Job description

interactive investor is an award-winning investment platform that puts its customers in control of their financial future.

We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers.

For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.

We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

What We Stand For:

It’s simple … we want our customers to feel confident and in control, for interactive investor to go from strength to strength, and for ii to be a workplace where we can all thrive. Our customer-driven approach and bold values sit at the heart of this. We are honest, straight-talking and transparent with our customers and our colleagues. We are decisive and take ownership of what we say and deliver. Reporting to the Operations Manager, the Transfers Team Manager is a key role within the Transfers wider Leadership team. You will be responsible for providing inspirational leadership to a team which can consist of Team Leader/s, Transfer Specialist/s and Case Handlers, managing Pensions. You must be confident in providing effective coaching, communication, feedback, development, recognition and ensuring adherence to HR policies where relevant.

Purpose of Role:

The Pensions team sits within Operations, reporting to the Pensions Team Manager, the role holder is responsible for leading, coaching, and developing the team ensuring timely processing of all work into the department. Ensuring that the team are delivering an excellent customer experience in regards to Sipp referrals, data feeds, contributions, benefits, deceased, Pension Sharing Orders, and day to day administration tasks. Also effective oversight of team members dealing with Secure messages, providing phone support for Customer Services.

• Leads, coaches and develops the Pensions team, communicates company and operational goals and expectations.
• Conducts 1:1 and appraisal meetings
• Motivates team members and assesses ongoing performance. Enhances team efficiency through effective resource management (including attendance), skills management, and agile work allocation methods.
• Owns and develops the ongoing training of new starters and existing team members, identifying areas for new training, skill checks and providing advanced industry relevant training to more experienced team members.
• As a member of the operational leadership team, lead and drive short and long term strategic plans through change and improvement initiatives to deliver sustained inbound contact reduction and operational efficiencies
• Keeps the Pensions Manager updated on team performance, and communicates concerns and policies among management and team members.
• Daily tasks allocated and completed, approval and authentication of work, quality assurance and rework analysis
• Oversight and sign off of the departments breaches, ensuring actions are achievable and delivered in a timely manner reducing risk and exposure
• Conducts team meetings and huddles to update members on best practices and continuing expectations
• Supporting colleagues and promoting a positive work environment & team spirit.
• Compilation of departmental MI to ensure we are achieving both operational and business performance.
• Collaboration with Customer Services to deliver ongoing improvements to customer experience, inbound contact reduction and first point resolution
• Performs other duties and responsibilities as assigned
• Deputise in the Manager’s absence.

Skills & Experience Required:

• Proven leadership capability with a passion for developing a high performing team in a regulated, fast paced operational environment
• A strong work ethic and excellent resilience to meet challenging demands. Capability to respond with agility and speed to ongoing change.
• Passion for the ii business and growth journey, understand ii’s financial and commercial objectives and current position.
• Excellent knowledge of wealth management and self-directed investment industry and the associated regulatory environment
• Full understanding the Sipp.
• Knowledge & experience in Pensions is essential.
• Customer Due Diligence and KYC knowledge.
• Understand the key drivers of Customer Loyalty within a retail environment
• Excellent customer service skills - Responsive and pro-active in meeting and anticipating current and future needs of the customer base.
• Strong ability to manage processes and resources effectively in time critical circumstances.
• Ability to make the right decisions calmly and effectively under pressure.
• Ability create and interpret MI and statistics to critically analyse and forecast operational performance and customer trends.

Personal Attributes:

STRAIGHT TALKING | MOVING WITH SPEED | OWNING THE OUTCOME

• Clear communicator
• Strong team player
• Demonstrated passion and drive for delivering the best outcome
• Moving with speed – delivering faster and better
• Decisive and take ownership of outcomes
• Not afraid to challenge and be open to challenges

Regulatory Responsibilities (if required):

• Group Personal Pension Plan– 8% employer contribution and 4% employee contribution
• Life Assurance and Group Income Protection
• Private Medical Insurance– Provided by Bupa
• 25 Days Annual Leave, plus bank holidays
• Staff Discounts on our investment products
• Personal & Well-being Fund– Supporting your physical and mental wellness
• Retail Discounts– Savings at a wide range of high street and online retailers
• Voluntary Flexible Benefits– Tailor your benefits to suit your lifestyle

Please Note: We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we're currently receiving, if you haven't been contacted within 30 days of application, please consider unsuccessful.