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For Companies At a Glance
- Tasks: Lead a dynamic team providing top-notch advice and support in pensions and financial services.
- Company: Join Isio, a forward-thinking company revolutionising pensions and investment advice with a fresh approach.
- Benefits: Enjoy flexible working, paid volunteering days, and support for your personal development.
- Why this job: Be part of a growing team that values innovation, collaboration, and making a real impact.
- Qualifications: A-Level or equivalent, strong communication skills, and experience in administration or leadership roles required.
- Other info: This role is perfect for those looking to grow in a supportive, inclusive environment.
The predicted salary is between 42000 - 60000 £ per year.
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.
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 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.
Member Advice Team, Team Leader employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Member Advice Team, Team Leader
✨Tip Number 1
Familiarise yourself with the latest trends and changes in pension legislation. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 2
Network with professionals in the pensions and financial services industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities at Isio.
✨Tip Number 3
Prepare to showcase your leadership skills during the interview. Think of specific examples where you've successfully managed a team or project, as this role requires strong organisational and mentoring abilities.
✨Tip Number 4
Research Isio's recent projects and acquisitions to understand their business model and values. Being able to discuss how your experience aligns with their goals will set you apart from other candidates.
We think you need these skills to ace Member Advice Team, Team Leader
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in leadership and administration, particularly in financial services. Emphasise any roles where you've managed teams or projects, as this is crucial for the Team Leader position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for Isio and the Member Advice Team role. Mention specific projects or initiatives that excite you about the company and how your skills align with their needs.
Highlight Communication Skills: Since excellent communication is essential for this role, provide examples of how you've effectively interacted with clients or team members in previous positions. This could include resolving queries or providing guidance.
Showcase Organisational Skills: Demonstrate your ability to manage multiple tasks and prioritise effectively. Include examples from past experiences where you successfully handled competing demands or led a team through busy periods.
How to prepare for a job interview at Isio
✨Understand the Company Culture
Before your interview, take some time to research Isio's company culture. They pride themselves on being a 'People First' business, so be prepared to discuss how you can contribute to this environment and support your team.
✨Showcase Your Leadership Skills
As a Team Leader, you'll need to demonstrate your leadership abilities. Prepare examples of how you've successfully managed teams in the past, focusing on your mentoring and coaching experiences.
✨Familiarise Yourself with Pension Legislation
Since the role requires a good understanding of pension legislation, brush up on relevant laws and regulations. Being able to discuss these confidently will show your commitment and knowledge in the field.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to prioritise tasks. Think of specific situations where you've had to manage multiple projects or resolve client queries effectively.