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Pension Administration Team Lead

2 months 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 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 Mission

We are committed to delivering better opportunities for our people and our clients. Our relentless focus on innovation and excellence enables us to bring our industry into the modern world, working closely with our clients to achieve this goal.

Job Summary

We are seeking a highly skilled and experienced Member Advice Team Leader to manage our Member Advice administration team. As a key member of our team, you will be responsible for leading a small team to work on projects prioritized by their commercial and operational importance, while also providing advice to our business operations.

Key Responsibilities
  • Lead a small team to deliver excellent administration and helpdesk support on multiple projects for our corporate clients.
  • Work in partnership with our MAT Project Managers and team of administrators to prioritize demands and manage workload.
  • Provide pre and post-sale financial planning admin guidance to MAT Consultants for existing and new clients.
  • Oversee billing and reconciliation of revenue alongside the Operations Manager.
  • Manage the day-to-day workflow of the Administration Team in Croydon, training and coaching team members as needed.
  • Liaise with the Paraplanning & Client Services Team Leaders to resolve technical and process issues.
  • Cover day-to-day activities when a team member is absent.
  • Work on ad-hoc projects to improve processes, teams working, and client experience.
  • Prepare regular MI for Operations Manager.
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, prioritize workload, and provide high-level customer service.
Desirable
  • 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/CII pension qualifications.
  • Experience of working on a Helpdesk/Call Centre.

We are an equal opportunities employer and welcome applications from all suitably qualified candidates.