Member Advice Team Lead

2 months ago

Croydon, Greater London, United Kingdom Isio Full time

About Us

Isio is a leading provider of pensions, benefits, and investment advice services. We have a long history of challenging existing thinking and delivering innovative solutions to our clients.

We pride ourselves on being a People First business, committed to supporting our employees and clients in achieving their goals. Our team is dedicated to delivering exceptional service and expertise across our core services, including Actuarial & Consulting, Pensions Administration, Investment Advisory, Reward & Benefits, and Wealth Planning.

We are seeking a highly skilled and experienced professional to join our Member Advice Team as a Team Lead. As a key member of our team, you will be responsible for managing a small team of administrators and providing advice to our business operations.

Key Responsibilities

  • Lead a small team of administrators to deliver excellent administration and helpdesk support on multiple projects for our corporate clients.
  • 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.
  • Train and coach team members to ensure they have the necessary skills and knowledge to perform their roles effectively.
  • 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 management information for the 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 a high level of 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.

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