Asset Management Lead
4 weeks ago
We are seeking a highly skilled and experienced Asset Management Lead to join our team at AJ Bell Management Limited. As a key member of our Benefits Team, you will be responsible for leading the processing of benefit cases and ensuring that our team delivers excellence in customer service.
Key Responsibilities:
- Manage the workload of the team to ensure that all team administration is completed in line with group procedures and within service level agreements.
- Mentor and coach team members to assist and develop their skills, offering guidance on specific procedures and processes.
- Monitor ongoing benefits cases and process them in line with service level agreements.
- Responsible for maintaining records of work completed by the team and providing regular reports to the Manager, including KPIs and monthly MI.
- Carry out general administration duties, including answering client/adviser queries regarding benefits, maintaining a diary and spreadsheet system in line with service level agreements.
- Monitor the performance of individuals and provide constructive feedback to improve performance where appropriate.
Requirements:
- Previous experience in a Customer Services Administrator team, specifically within a supervisory role.
- Experience leading and motivating a team.
- Strong numeracy and literacy skills.
- Strong time management and organisation skills.
- Strong communication skills, both written and verbal.
- Strong attention to detail.
- Good IT skills, including Word, Excel, and Outlook.
- Understanding of AJ Bell products and services.
- Awareness of HMRC rules and FCA regulations relating to pensions and benefits.
What We Offer:
- Competitive salary.
- 26 days holiday increasing up to 31 days with service, plus bank holidays.
- Casual dress code.
- Discretionary bi-annual bonus.
- Contributory pension scheme.
- Buy as you earn share scheme.
- Enhanced maternity/paternity scheme from day one.
- Bike loan.
- Season ticket loan portal.
- Discounted PMI and Dental.
- On-site gym and personal trainer led classes.
- Free social events.
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