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- Tasks: Lead and inspire a high-performing team in pensions and investments management.
- Company: Forward-thinking Financial Services firm focused on employee development.
- Benefits: Competitive salary, 25 days leave, hybrid working, and full study support.
- Why this job: Make a real impact while coaching others in a dynamic environment.
- Qualifications: Experience in managing teams and knowledge of financial planning.
- Other info: Join a supportive employer that values your growth and success.
The predicted salary is between 38000 - 42000 £ per year.
We are working with a forward-thinking Financial Services firm who are looking for an experienced Pensions & Investment Team Leader to lead, inspire and develop a high-performing team within their Pensions and Investments department.
If you enjoy the administrative aspect of managing pensions & investments including new business, investment transfers, pension withdrawals etc and thrive on coaching others and being the go-to person for solving problems then this is the perfect role for you.
Salary: £38-42K depending on experience + benefits
Key responsibilities for the Pensions & Investment Team Leader include:
- Leading, coaching and developing a team to ensure all work is processed accurately and on time
- Championing change and helping to improve existing processes and ways of working
- Acting as a point of escalation for technical queries, non-standard cases and member complaints
- Managing a broad range of pensions and investments work, including new business, transfers, contributions and withdrawals
- Overseeing Inheritance Tax planning investments
- Handling deceased account processing and Pension Sharing Orders
- Supporting with day-to-day pensions and investments administration where required
What the ideal Pensions & Investment Team Leader will bring to the table:
- Proven experience managing an administration and/or paraplanning team
- Strong organisational and planning skills
- A working knowledge of Intelligent Office (IO) or a similar client management system
- A relevant Financial Planning qualification (such as CII Certificate in Financial Administration, CF1/FPC1, FA1 or equivalent), or be working towards one
This is a fantastic opportunity to join a supportive and progressive employer that truly invests in its people. You will receive a competitive salary and a market-leading benefits package, including:
- 25 days' annual leave, plus an extra day off in your birthday month
- Death in Service cover
- Defined contribution pension scheme with employer contributions based on your total earnings
- Cycle to Work scheme
- Hybrid working after successful completion of probation
- Full study support for professional qualifications, including salary increases for exam success
If you are ready to take the next step in your pensions and investments career and lead a team in a role where your expertise will really make an impact, we would love to hear from you.
Pensions & Investment Team Leader in Farnham employer: Profiles Personnel
Contact Detail:
Profiles Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions & Investment Team Leader in Farnham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Pensions & Investment Team Leader role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves handling complex queries and processes, make sure you can confidently discuss your experience with pensions and investments. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it helps us keep track of your application and get back to you quicker!
We think you need these skills to ace Pensions & Investment Team Leader in Farnham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pensions & Investment Team Leader role. Highlight your experience in managing teams and any relevant qualifications you have. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about pensions and investments, and how you can lead and inspire a team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've solved complex issues or improved processes. We’re looking for someone who can be the go-to person for tackling challenges, so let us know how you’ve done this before!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Profiles Personnel
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the latest trends and regulations in the industry, as well as the specific processes mentioned in the job description. This will show that you're not just a candidate, but someone who is genuinely passionate about the field.
✨Showcase Your Leadership Skills
Since this role involves leading and coaching a team, be prepared to discuss your leadership style and past experiences. Think of examples where you've successfully managed a team or resolved conflicts. Highlight how you inspire others and improve team performance.
✨Prepare for Technical Questions
Expect some technical queries related to pensions and investments during the interview. Brush up on common scenarios like investment transfers and pension withdrawals. Being able to confidently answer these questions will demonstrate your expertise and problem-solving abilities.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company’s approach to team development or how they handle changes in regulations. This shows your interest in the role and helps you gauge if the company is the right fit for you.
