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- Tasks: Lead and manage pension transfer processing teams to ensure high performance and customer satisfaction.
- Company: Join a top financial advisory firm known for its commitment to excellence and diversity.
- Benefits: Enjoy a competitive salary and a comprehensive benefits package.
- Why this job: Be part of a dynamic team that values innovation and process improvement in the finance sector.
- Qualifications: Experience in transfer administration and proven leadership skills are essential.
- Other info: Core-Asset Consulting promotes equal opportunities and welcomes diverse applicants.
The predicted salary is between 36000 - 60000 £ per year.
Job Description:
Our client, a leading financial advisory firm, is currently recruiting for a Transfer Administration Manager to join the team on a permanent basis.In this role, you will be responsible for the process management and performance of the business\’s Investments pension transfers processing and servicing teams.
Skills/Experience:
- Transfer administration experience
- Proven track record of leading high performing team
- Experience in similar role, managing both pensions/ISA/GIA transfers processing and servicing teams around the flow of work, achieving customer satisfaction.
- Strong excel skills
- Project management skills
- Process improvement skills
Core Responsibilities:
- Manage the pensions/ISA/GIA transfers processing & servicing teams
- Create a high performing team
- Take ownership of incidents updates and closures.
- Support your teams by overseeing quality checks, complaint handling, breach reporting, escalation, attestation and resolution and to ensure and your teams tasks completed is of a high standard and compliant.
- Take ownership of team reports & MI produced for the management teams including Monthly MI/Reports and ensure completion within timescales.
- Manage any third-party relationships with regulators & suppliers
- Monitoring the performance of the teams against SLAs and taking steps to maintain high levels of service as required.
- Produce & maintain teams MI and assist in the analysis and identification of relevant trends and issues, making appropriate recommendations and implement appropriate actions.
- Mange delivery of routine project work when required.
- Take ownership of new and inflight RFWs to completion.
- Ensure pensions/ISA/GIA transfers processing and servicing tasks are carried out correctly in the teams within Service Level Agreements (SLAs).
- Ensure that Service Level Agreements (SLAs) are in place.
- Ensure that complaints are resolved within KPI timescales
Benefits:
- A highly competitive salary
- Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16112
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we\’re committed to protecting and respecting your privacy.Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.We may change this policy from time to time, so please check this policy occasionally to ensure that you\’re happy with any changes.
By engaging with us (either by applying for a job we\’re advertising, registering through our website, or getting in touch with our business) you\’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.For further information, please refer to our full Privacy Statement available on our website
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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Transfer Administration Manager employer: Core-Asset Consulting Ltd
Contact Detail:
Core-Asset Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Administration Manager
✨Tip Number 1
Familiarise yourself with the specific processes involved in pensions, ISA, and GIA transfers. Understanding the nuances of these areas will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Highlight your leadership experience by preparing examples of how you've successfully managed teams in high-pressure environments. Be ready to discuss how you fostered a high-performing culture and achieved customer satisfaction.
✨Tip Number 3
Brush up on your Excel skills, particularly in data analysis and reporting. Being able to showcase your proficiency in managing MI and producing insightful reports will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your project management experience, especially in relation to process improvement initiatives. Think of specific projects where you made a significant impact and be ready to share those stories.
We think you need these skills to ace Transfer Administration Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your transfer administration experience and any relevant skills, such as project management and process improvement. Use specific examples to demonstrate your leadership in managing pensions, ISA, or GIA transfers.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities of managing high-performing teams and ensuring compliance with SLAs.
Highlight Relevant Skills: Emphasise your strong Excel skills and any experience you have with performance monitoring and reporting. Mention your ability to handle complaints and incidents effectively, showcasing your problem-solving capabilities.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Transfer Administration Manager role.
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Showcase Your Transfer Administration Experience
Make sure to highlight your previous experience in transfer administration during the interview. Discuss specific examples of how you've managed pensions, ISA, or GIA transfers, and the impact your leadership had on team performance and customer satisfaction.
✨Demonstrate Strong Leadership Skills
Prepare to discuss your approach to building and leading high-performing teams. Share instances where you successfully motivated your team, handled conflicts, or improved team dynamics to achieve better results.
✨Be Ready with Data and Metrics
Since the role involves managing reports and MI, come prepared with examples of how you've used data to drive decisions. Discuss any trends you've identified in past roles and how you implemented changes based on those insights.
✨Understand SLAs and Compliance
Familiarise yourself with Service Level Agreements (SLAs) relevant to transfer processing. Be ready to explain how you've ensured compliance in previous roles and how you would maintain high service levels in this position.
