Senior Team Leader
3 weeks ago
Isio is a leading pensions advisory business in the UK, committed to delivering better opportunities for our people and clients.
We are seeking a highly skilled and experienced Team Leader to manage our Member Advice administration team. In this role, you will lead a small team to work on projects prioritized by their 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.
As a Team Leader, you will be a role model and mentor for your team, working on a range of projects that require strong technical skills and a good understanding of pension legislation. These projects include Pension Increase Exchange (PIE) projects, Flexible Retirement Options projects, Enhanced Transfer Value (ETV) projects, and new scheme implementations.
You will oversee billing and reconciliation of revenue alongside the Operations Manager, manage the day-to-day workflow of the Administration Team in Croydon, train and coach team members, and liaise with the Paraplanning & Client Services Team Leaders to resolve technical and process issues.
To be successful in this role, you will need to have a strong understanding of financial services, experience in a leadership role, and excellent communication skills. You will also need to be able to work to deadlines, prioritize workload, and provide a high level of customer service.
Key Responsibilities- Lead a small team to work on projects prioritized by their commercial and operational importance
- Provide advice to business operations supporting IFA's
- Oversee billing and reconciliation of revenue
- Manage the day-to-day workflow of the Administration Team
- Train and coach team members
- Liaise with Paraplanning & Client Services Team Leaders
Requirements
- 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
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