Pension Administration Team Lead

2 days ago

Croydon, Greater London, United Kingdom Isio Full time
About Us

Isio is a pioneering company that has been challenging existing thinking on pensions, benefits, and investment advice since its inception. We provide companies, trustees, and individuals with expert services across our core pensions business, including Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits, and Wealth Planning.

Our Mission

We aim to create a better future for our clients and society by delivering innovative solutions and exceptional service. Our heritage gives us a unique edge, combining decades of experience with the independence to invest in new ideas.

Job Description

We are seeking a Member Advice Team (MAT) Leader to manage our Member Advice administration team. This is an exciting time within our business as we grow and seek new market opportunities, requiring someone adaptable and able to grow alongside our proposition.

Key Responsibilities
  • Lead a small team to work on projects prioritized by commercial and operational importance, alongside providing advice to our business operations supporting IFA's who give pension and wider financial services education, guidance, and advice.
  • Work in partnership with MAT Project Managers and your team of administrators to deliver excellent administration and helpdesk support on several different projects for our corporate clients.
  • Organize and prioritize demands, ensuring timely delivery of projects and excellent customer service.
  • Be a role model and mentor for your team, providing guidance and support to ensure their success.
Requirements
  • A-Level or equivalent qualification.
  • GCSE English and mathematics (A-C).
  • Strong MS office skills.
  • Basic level of knowledge of financial services.
  • Experience in a leadership role or managing people.
  • Excellent communication skills.
  • Experience of working in an administration environment.
  • Experience interacting with clients.
  • Ability to work to deadlines and prioritize workload.
Desirable Qualifications
  • A basic understanding of technical pensions and legislative knowledge.
  • Experience of delivering administration services to Defined Benefit pension schemes.
  • Certificate in Financial planning qualified or equivalent / any CII pension qualifications.
  • Experience of working on a Helpdesk/Call Centre.

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