Pension Administration Team Lead

4 weeks ago


Croydon, Greater London, United Kingdom Isio Full time

About Us

Isio is a leading pensions advisory business that provides companies, trustees, and individuals with expert advice on pensions, benefits, and investment. We are committed to delivering better opportunities for our people and clients.

We are seeking a Member Advice Team Leader to manage our Member Advice administration team. This is an exciting time within our business as we are growing and seeking new market opportunities.

The successful candidate will lead a small team to work on projects prioritised by their commercial and operational importance, alongside providing advice to our business operations. They will be responsible for delivering excellent administration and helpdesk support on several different projects for our corporate clients.

The ideal candidate will have a strong background in administration, excellent communication skills, and experience of working in a leadership role. They will be able to work to deadlines, prioritise workload, and provide a high level of customer service.

Key Responsibilities

  • Manage the day-to-day workflow of the Administration Team
  • Train and coach team members
  • 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

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
  • Experience of working in an administration environment


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