Senior Pension & Investment Administrator/Team Leader in Farnham
Senior Pension & Investment Administrator/Team Leader

Senior Pension & Investment Administrator/Team Leader in Farnham

Farnham Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead and inspire a dynamic team in managing pensions and investments.
  • Company: Join a supportive financial services firm with a forward-thinking culture.
  • Benefits: Enjoy 25 days annual leave, hybrid working, and study support.
  • Why this job: Make a real impact by guiding a high-performing team in finance.
  • Qualifications: Experience in managing investment and pension teams is essential.
  • Other info: Great career growth opportunities and a vibrant work environment.

The predicted salary is between 36000 - 60000 £ per year.

Are you able to lead a high-performing busy Investment and Pensions team in a supportive, forward-thinking environment? We’re looking for an experienced Team Leader or Senior Pension & Investment Administrator who can guide and inspire a local financial services team. You’ll lead, coach, and support your team while managing pensions and investments, including transfers, contributions, withdrawals, and complex cases. You’ll also be the go‑to point for technical queries and process improvements.

What We’re Looking For

  • Experience at a senior level or managing Investment and Pension teams
  • Knowledge of client management systems (IO or similar)
  • Relevant financial planning experience/qualifications (or working towards them)
  • Strong organisational and leadership skills

What’s on Offer

  • 25 days annual leave + your birthday off
  • Hybrid working after probation
  • Pension scheme with employer contributions
  • Study support & salary boost for exam success
  • Cycle to Work scheme, Free parking & Death in Service cover

Please only apply if you live within 15 miles of Farnham and have Investment and Pensions experience and knowledge.

Seniority Level: Mid-Senior level

Employment Type: Full‑time

Job Function: Finance and Sales

Senior Pension & Investment Administrator/Team Leader in Farnham employer: Globe Traders - Web Marketing Solutions

Join a dynamic financial services team in Farnham, where we prioritise employee growth and well-being. With a supportive work culture, generous benefits including 25 days annual leave plus your birthday off, hybrid working options, and study support for professional development, we empower our team leaders to inspire excellence in managing pensions and investments. Experience a fulfilling career with us, where your contributions are valued and rewarded.
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Contact Detail:

Globe Traders - Web Marketing Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Pension & Investment Administrator/Team Leader in Farnham

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and pensions sector. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.

✨Tip Number 2

Prepare for interviews by brushing up on your technical knowledge. Since you'll be the go-to person for queries, make sure you're ready to showcase your expertise in pensions and investments during those crucial conversations.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.

✨Tip Number 4

Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our team and helps us keep track of your application better.

We think you need these skills to ace Senior Pension & Investment Administrator/Team Leader in Farnham

Team Leadership
Client Management Systems
Investment Management
Pension Administration
Organisational Skills
Financial Planning Knowledge
Process Improvement
Technical Query Resolution

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your leadership abilities and any relevant financial qualifications to show us you’re the perfect fit for our team.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about leading a team in the pensions and investments sector. Share specific examples of how you've successfully managed teams or improved processes in the past.

Showcase Your Technical Knowledge: Since we’re looking for someone who can handle technical queries, don’t shy away from mentioning your experience with client management systems like IO. This will help us see your expertise right from the start!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.

How to prepare for a job interview at Globe Traders - Web Marketing Solutions

✨Know Your Stuff

Make sure you brush up on your knowledge of pensions and investments. Be ready to discuss specific cases you've handled, as well as any relevant financial planning qualifications. This will show that you're not just experienced but also passionate about the field.

✨Show Your Leadership Skills

Prepare examples of how you've led a team in the past. Think about times when you coached or inspired your colleagues, and be ready to share these stories. Highlighting your leadership style will demonstrate that you can guide and support a high-performing team.

✨Be Ready for Technical Questions

Since you'll be the go-to person for technical queries, anticipate questions related to client management systems like IO. Brush up on common issues and solutions, so you can confidently tackle any technical challenges they throw your way.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's approach to process improvements and team dynamics. This shows that you're not only interested in the role but also in how you can contribute to making the team even better.

Senior Pension & Investment Administrator/Team Leader in Farnham
Globe Traders - Web Marketing Solutions
Location: Farnham
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