Pension Advice Team Leader
4 weeks ago
Isio is a pioneering company that has been challenging existing thinking on pensions, benefits, and investment advice since its inception. We provide expert services to companies, trustees, and individuals, offering a range of solutions 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 MissionWe are committed to delivering better opportunities for our people and clients. Our relentless focus on innovation enables us to bring our industry into the modern world, working closely with our clients to achieve this goal. With a unique edge derived from our heritage, we are agile and quick to invest in new solutions, making us a leader in our field.
Our ValuesWe are a People First business, dedicated to supporting our employees in reaching their goals. We offer flexible working arrangements, studying support, and paid volunteering days to ensure a great work-life balance. Our commitment to equality, diversity, and inclusion means that we welcome applications from all suitably qualified candidates.
Job SummaryWe are seeking a Member Advice Team 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 our 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 the team's workload is managed effectively.
- Be a role model and mentor for your team, providing guidance and support as needed.
- Manage the day-to-day workflow of the Administration Team in Croydon, including training and coaching team members.
- Liaise with the Paraplanning & Client Services Team Leaders to resolve technical and process issues and provide guidance when needed.
- Cover day-to-day activities when a team member is absent.
- Work on ad-hoc projects to improve processes, team working, and client experience.
- Prepare regular MI for Operations Manager.
- A-Level or equivalent.
- GCSE English and mathematics (A-C).
- Strong MS office skills.
- Basic level of knowledge of financial services.
- Experience in a leadership role/managing people.
- Excellent communication skills.
- Experience of working in an administration environment.
- Experience interacting with clients.
- Experienced in working to deadlines, prioritizing workload, and providing a high level of customer service.
- A basic understanding of technical pensions and legislative knowledge and understanding.
- 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.
- Education to A Level standard, with at least 5 GCSE's, including Mathematics and English or equivalent.
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