Pension Advice Team Leader
2 weeks ago
Isio is a pioneering company that has been challenging existing thinking on pensions, benefits, and investment advice since its inception. We provide companies, trustees, and individuals with expert services 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 MissionWe aim to create an environment where our employees can succeed in roles that make the most of their existing skills and develop new ones. We are committed to equality, diversity, and inclusion, and we welcome applications from all suitably qualified candidates.
Job DescriptionWe 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 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.
Key Responsibilities- Lead a small team to work on projects prioritized by their commercial and operational importance
- Provide advice to our business operations supporting IFA's who give pension and wider financial services education, guidance, and advice
- Manage the day-to-day workflow of the Administration Team in Croydon
- 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
- Prepare regular MI for Operations Manager
- 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
- Experience interacting with clients
- Experienced in working to deadlines, prioritizing workload, and providing a high level of customer service
- A basic understanding of technical pensions and legislative knowledge and understanding
- Experience of delivering administration services to Defined Benefit pension schemes
- Certificate in Financial planning qualified or equivalent / any CII pension qualifications
- Experience of working on a Helpdesk/Call Centre
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