Pensions and Investment Team Leader
PENSIONS and INVESTMENT TEAM LEADER We are working with a forward-thinking Financial Services firm who are looking for an experienced Pensions and 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 and 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 and Investment Team Leader include,Leading, coaching and developing a team to ensure all work is processed accurately and on timeChampioning change and helping to improve existing processes and ways of workingActing as a point of escalation for technical queries, non-standard cases and member complaintsManaging a broad range of pensions and investments work, including new business, transfers, contributions and withdrawalsOverseeing Inheritance Tax planning investmentsHandling deceased account processing and Pension Sharing OrdersSupporting with day-to-day pensions and investments administration where requiredWhat the ideal Pensions and Investment Team Leader will bring to the table, Proven experience managing an administration and/or paraplanning teamStrong organisational and planning skillsA working knowledge of Intelligent Office (IO) or a similar client managemen
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