Member Advice Team, Team Leader

5 months ago

Croydon, United Kingdom Isio Full time

About Us

Isio was ‘born’ in , and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning.

Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society.

Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out.

And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE , with over boards of trustees, and across all sectors.

Isio are committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK.

We are a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days.

We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.

Isio Group are an equal opportunities employer and we welcome applications from all suitably qualified candidates.

Member Advice Team, Team Leader

We are seeking a Member Advice Team (MAT) 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, which means we are looking for someone who is adaptable and can grow alongside our proposition.

You will lead a small team to work on projects prioritised by their commercial and operational importance alongside providing advice to our business (as usual) operations supporting IFA’s who give pension and wider financial services education, guidance and advice.

Working in partnership with our MAT Project Managers (PM’s) and your team of administrators, your team will be required to simultaneously deliver excellent administration and helpdesk support on several different projects for our corporate clients. Organisational skills and the ability to prioritise demands are therefore essential. Whilst some knowledge of project management is advantageous, it is not essential for this role.

As a Team leader you will be a role model and mentor for your team.

We are looking for someone confident in speaking to members and dealing with their queries rather than from a project or client management background. You will be working on a range of projects that will require strong technical skills and a good understanding of pension legislation.

The types of projects your team will undertake include:

Pension Increase Exchange (PIE) projects
Flexible Retirement Options projects
Enhanced Transfer Value (ETV)
New scheme implementations;

Role and Responsibilities

Business as Usual

Providing pre and post-sale financial planning admin guidance to MAT Consultants, for both existing and new clients.

Fees and Invoices

Overseeing billing and reconciliation of the revenue alongside the Operations Manager.

Other Management Duties

Managing the day-to-day workflow of the Administration Team in Croydon.
Training & coaching of team members.
Liaising with the Paraplanning & Client Services Team Leaders to resolve the technical and process issues that arise within the team and provide guidance when needed.
Covering day to day activities when a team member is absent.
Work on ad-hoc projects that will improve processes, teams working and client experience.
Prepare regular MI for Operations Manager.
Experience and Competencies Required

Essential

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, prioritising workload, always providing a high level of customer service.

Desirable

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.
Education to A Level standard, with at least 5 GCSE's, including Mathematics and English or equivalent

  • Senior Team Leader

    2 weeks ago

    Croydon, Greater London, United Kingdom Isio Full time

    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,...

  • Pension Advice Team Leader

    1 month ago

    Croydon, Greater London, United Kingdom Isio Full time

    About UsIsio 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:...

  • Pension Advice Team Leader

    1 month ago

    Croydon, Greater London, United Kingdom Isio Full time

    About UsIsio 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:...

  • Pension Advice Team Leader

    4 weeks ago

    Croydon, Greater London, United Kingdom Isio Full time

    About UsIsio 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:...

  • Pension Advice Team Leader

    4 weeks ago

    Croydon, Greater London, United Kingdom Isio Full time

    About UsIsio 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:...

  • Team Member

    5 months ago

    Croydon, United Kingdom Tortilla Full time

    Here at Tortilla, we are seeking to recruit a **Team Member** to join us in Croydon Boxpark. You will join us on a permanent basis, with part-time and full-time opportunities available, and in return, you will receive a competitive rate of **£10.62** per hour (over 18’s) paid every 2 weeks. **About Us** Our family of over 60 stores is united by a shared...

  • Team Leader

    5 months ago

    Croydon, United Kingdom B&Q Full time

    **About the role** **Team Leader** **Full time - 36.75 hours per week** **Permanent Contract** **Shifts available Monday - Sunday, 7.00am - 10.00pm** **£25,378.08 - £29,800.60 (Inclusive of an £2044.77 per annum store specific location allowance)** **B&Q Croydon** We believe anyone can improve their home to make life better. Every day, we give our...

  • Team Leader

    5 months ago

    Croydon, United Kingdom B&Q Full time

    **About the role** **Full time - 39 hours per week** **Permanent** **Shifts available Monday - Sunday, 5.00am - 10:00pm** **£25,524.80- £28,083.05 (Inclusive of an £2,028.00** per annum, store specific location allowance)** **B&Q Croydon** We believe anyone can improve their home to make life better. Every day, we give our millions of customers the...

  • Team Leader

    5 months ago

    Croydon, United Kingdom B&Q Full time

    **About the role** **Full time 39 hours per week** **Permanent** **Shifts available Monday - Sunday, 7.00am - 10.00pm** **£23,524.80- £27,083.05 (Inclusive of an £2,028.00 per annum, store specific location allowance)** **B&Q Croydon** We believe anyone can improve their home to make life better. Every day, we give our millions of customers the...

  • Retail Team Leader

    1 month ago

    Croydon, Greater London, United Kingdom C2 Recruitment Ltd Full time

    Job Title: Retail Team LeaderWe are seeking a highly skilled and experienced Retail Team Leader to join our team. As a Retail Team Leader, you will be responsible for managing teams of up to 60 stock counters, delivering the end-to-end stock taking service while on our client's sites.Key Responsibilities:Manage time effectively and work without immediate...

  • Retail Team Leader

    1 month ago

    Croydon, Greater London, United Kingdom C2 Recruitment Ltd Full time

    Job Title: Retail Team LeaderWe are seeking a highly skilled and experienced Retail Team Leader to join our team. As a Retail Team Leader, you will be responsible for managing teams of up to 60 stock counters, delivering the end-to-end stock taking service while on our client's sites.Key Responsibilities:Manage time effectively and work without immediate...

  • Team Leader

    5 months ago

    Croydon, United Kingdom Quality Care Services Full time

    **Reference**: 022/0723 **Location**: Croydon **Salary**: £23,665 - 24,850 per Annum **Job type**: Permanent **City & County Healthcare Group**: **Croydon**: Team Leader Extra Care Scheme CR0 6NA Fellows Court £23,665 - £24,850 What we offer We’re creating brighter days. Fresh challenges. Exciting opportunities. Plenty of ups, downs and...

  • Careers Advice Team Leader

    4 weeks ago

    Croydon, Greater London, United Kingdom Sanctuary Personnel Ltd Full time

    Sanctuary Personnel Ltd, a dedicated and award-winning recruitment agency with a strong reputation for excellence, has an exciting opportunity available for an experienced Team Manager to join a well-established Children's service based in Croydon.Team/Specialism: Children with DisabilitiesPay Rate: £44.50 per hour (assignment rate)Contract: LocumHours:...

  • Careers Advice Team Leader

    4 weeks ago

    Croydon, Greater London, United Kingdom Sanctuary Personnel Ltd Full time

    Sanctuary Personnel Ltd, a dedicated and award-winning recruitment agency with a strong reputation for excellence, has an exciting opportunity available for an experienced Team Manager to join a well-established Children's service based in Croydon.Team/Specialism: Children with DisabilitiesPay Rate: £44.50 per hour (assignment rate)Contract: LocumHours:...

  • Leadership Team Member

    3 weeks ago

    Croydon, Greater London, United Kingdom beBee Professionals Full time £45,000 - £60,000

    We are looking for a skilled Team Leader to join our team at beBee Professionals. As a Team Leader, you will be responsible for managing and motivating our team to achieve their goals and objectives.Key Responsibilities:Lead and motivate the team to achieve performance targets and goals.Monitor and report on team performance, ensuring KPIs are met.Conduct...

  • Production Team Leader

    4 weeks ago

    Croydon, Greater London, United Kingdom Baxter Full time

    Transforming Healthcare through Exceptional LeadershipBaxter is a global leader in medical innovation, and we're seeking a talented Production Team Leader to join our team. As a key member of our production team, you'll play a critical role in ensuring the highest quality products are delivered to our customers.Key Responsibilities:Manage workload and staff...

  • Production Team Leader

    4 weeks ago

    Croydon, Greater London, United Kingdom Baxter Full time

    Transforming Healthcare through Exceptional LeadershipBaxter is a global leader in medical innovation, and we're seeking a talented Production Team Leader to join our team. As a key member of our production team, you'll play a critical role in ensuring the highest quality products are delivered to our customers.Key Responsibilities:Manage workload and staff...

  • Team Leader

    5 months ago

    Croydon, United Kingdom The Ardonagh Group Full time

    **Team Leader - Croydon** Do you have experience within a **contact centre environment**? Are you looking for the opportunity to take your next step on the career ladder with us? We’re looking for a talented Team Leader to join us in our Croydon office. You will use your knowledge and experience of the **Insurance Industry** to have direct responsibility...

  • Restaurant Team Member

    3 weeks ago

    Croydon, Greater London, United Kingdom German Doner Kebab Full time

    Restaurant Team MemberWe are looking for a skilled Restaurant Team Member to join our team at German Doner Kebab. As a key member of our team, you will be responsible for delivering exceptional food quality, outstanding guest care, and amazing service.Key Responsibilities:Support and work as part of a team to deliver exceptional food quality and outstanding...

  • Hotel Team Member

    2 weeks ago

    Croydon, Greater London, United Kingdom London Croydon Aerodrome Hotel, Signature Collection Hotel by Best Western Full time

    The OpportunityWe are seeking a highly motivated and customer-focused individual to join our hotel team as a Front Office Team Member. As the first point of contact for our guests, you will play a crucial role in creating a memorable and seamless guest experience.Responsibilities:Provide exceptional customer service to all guests, including check-in,...