Team Manager - Onboarding Calculations

Legalandgeneral; Glasgow; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Bonus plan

Pension contribution

Life assurance

Healthcare

Holiday allowance

Electric car scheme

Discounts

Net-zero offices

Job summary

L&G in Glasgow, UK, seeks a Team Manager for the Onboarding Calculations Team within the Award‑Winning Pension Risk Transfer business. You will lead a team delivering accurate quotations through to settlement, ensuring customer outcomes, controls and regulatory expectations are met.

You will drive performance, coach staff and maintain high standards in manual calculations and related work, with hybrid working between home and the Glasgow office.

Qualifications

• Strong understanding of Defined Benefit pension schemes and how benefits are structured and administered.
• Experience working with teams involved in manual pension benefit calculations.
• Proven leadership skills, with the ability to coach, support and develop others.
• Strong customer focus and commitment to fair, clear and empathetic service.
• Good understanding of operational risk, controls and regulatory requirements within pensions or financial services.
• Knowledge of Data Protection, Money Laundering, Complaints, Treating Customers Fairly and breach guidelines.
• Confidence working with systems, processes and documentation in a controlled operational environment.
• Willingness to complete CII CF1, FA2 and Overseer status requirements within the role, if not already held.

Responsibilities

• Leading, coaching and developing our high-performing Onboarding Calculations Team
• Setting clear objectives and performance standards aligned to business priorities and customer outcomes
• Managing the delivery of Defined Benefit pension claims administration from quotation through to settlement
• Overseeing complex manual calculations, quotations, letters and statements
• Ensuring work is allocated and completed accurately, efficiently and in line with agreed guidelines
• Managing risk controls, process documentation and audit trails across the retirement claims process
• Applying Consumer Duty principles to support good outcomes for customers, including those with vulnerable characteristics
• Identifying opportunities to improve processes, service quality and operational effectiveness

Skills

Team leadership

Coaching and development

Customer focus

Regulatory knowledge

Operational risk management

Education

CII CF1, FA2, Overseer

Job description

Overview

We\'re looking for a Team Manager to join the Onboarding Calculations Team in our Award-Winning Pension Risk Transfer business.

In this role you will lead our specialist Onboarding Calculations Team who play a pivotal role in the Defined Benefit pensions retirement journey, from quotation through to settlement. You\'ll be responsible for ensuring that the team deliver accurate, timely and empathetic services to scheme members and their representatives, while making sure customer outcomes, operational controls and regulatory expectations are consistently met. You\'ll proactively lead and motivate a team of highly capable individuals to maintain high standards across manual calculations and other essential work.

This is a hybrid working opportunity, which will allow you to work flexibly between your home and our Glasgow office, to help you find a work-life balance that works for you.

Responsibilities

• Leading, coaching and developing our high-performing Onboarding Calculations Team
• Setting clear objectives and performance standards aligned to business priorities and customer outcomes
• Managing the delivery of Defined Benefit pension claims administration from quotation through to settlement
• Overseeing complex manual calculations, quotations, letters and statements
• Ensuring work is allocated and completed accurately, efficiently and in line with agreed guidelines
• Managing risk controls, process documentation and audit trails across the retirement claims process
• Applying Consumer Duty principles to support good outcomes for customers, including those with vulnerable characteristics
• Identifying opportunities to improve processes, service quality and operational effectiveness

Requirements

• Strong understanding of Defined Benefit pension schemes and how benefits are structured and administered
• Experience working with teams involved in manual pension benefit calculations
• Proven leadership skills, with the ability to coach, support and develop others
• Strong customer focus and commitment to fair, clear and empathetic service
• Good understanding of operational risk, controls and regulatory requirements within pensions or financial services
• Knowledge of areas such as Data Protection, Money Laundering, Complaints, Treating Customers Fairly and breach guidelines
• Confidence working with systems, processes and documentation in a controlled operational environment
• Willingness to complete CII CF1, FA2 and Overseer status requirements within the role, if not already held

Benefits

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan
• At least 25 days holiday, plus public holidays, 26 days after 2 years\' service. There\'s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
• Discounts on products and at a range of high street stores and online
• Net-zero carbon workplaces by 2030 with sustainable, modern offices across the UK to elevate the in-person experience

At L&G, we believe it\'s possible to generate positive returns today while helping to build a better future for all. If you join us, you\'ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel. We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn\'t matter if you don\'t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.