Senior Manager, Client Services Lead

2 days ago


Kingswood, South Gloucestershire, United Kingdom Fidelity International Full time

Job Title: Senior Manager, Client Services Lead

SIPP Retirements Operations Team Overview

We're a leading international financial services organisation with over 50 years of experience helping our clients build better financial futures. As a key member of our SIPP Retirements Capability team, you will assume ownership and leadership of the SIPP Benefits teams.

This pivotal role involves adeptly communicating with teams in both the UK and India, fostering enhanced engagement within the team and with stakeholders across the business to spearhead the transformative vision for the Retirements landscape, supporting the Operational & Change leads.

Estimated Salary: £65,000 - £80,000 per annum.

In this role, you will oversee the operational readiness to address the impact of strategic and regulatory changes. Day-to-day management of the team and work allocation - Via Active Ops, worklists and escalations. Developing in-depth knowledge of the Fidelity Pension / SIPP products and operational processes.

You will review complaint, risk & corrections data - Taking proactive action on any trends and providing constructive feedback to team members or capability leadership. Manage risk events and action plans via BWISE through to closure.

Carry out and document 121's, appraisal reviews and any performance challenges effectively in line with HR standards. Ensure appropriate recruitment, training and development of the team members to cover all tasks across the teams.

Responsible for overall quality within the UK team, ensuring close collaboration with the India Team and AM to support good quality across all processes. Manage and develop the teams with focus on individuals' career development and team succession with motivated employees.

Oversight and careful management of testing and change - Ensure prompt action is being taken and timely responses to any pending requests - adhering to testing/change deadlines. Stakeholder management with FAS, Projects, Transfers & Retirements Capability, Technology etc.

UK Resource management, recruitment and capacity planning (AL, Sickness, MAT cover etc). Signatory in the Kingswood UK office- Wet Signatures required for SIPP Transfers and QROPS.

Overtime planning, Approval & K2 Admin Sign Off. Online HMRC FASL Admin Owner (Maintenance of business records and Account Admin). RCSA Assessment and Maintenance for the SIPP Retirements Team.


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