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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 work, and full study support.
- Why this job: Make a real impact while coaching others and improving processes.
- Qualifications: Experience in managing teams and knowledge of client management systems.
- Other info: Join a supportive employer that values your growth and success.
The predicted salary is between 32000 - 36000 £ 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:
- 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 candidate 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
Benefits:
- 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 employer: Profiles Personnel
Contact Detail:
Profiles Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions & Investment Team Leader
✨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 that’s not even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you’ll be dealing with pensions and investments, make sure you can confidently discuss topics like investment transfers and pension withdrawals. This will show potential employers that you’re the go-to person they need!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for roles that excite you and match your skills. Tailor your approach to each company, highlighting how you can lead and inspire a team in their specific environment.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to their team’s success in managing pensions and investments.
We think you need these skills to ace Pensions & Investment Team Leader
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 and coaching abilities, as well as your experience with pensions and investments. We want to see how you can inspire and develop a team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Pensions & Investment Team Leader role. Share specific examples of how you've managed teams and improved processes in the past. Let us know why you’re excited about this opportunity!
Showcase Relevant Qualifications: If you have any relevant qualifications like the CII Certificate in Financial Administration or similar, make sure to mention them. We value continuous learning, so if you're working towards one, let us know that too. It shows your commitment to professional growth!
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. Plus, it makes the whole process smoother for everyone involved!
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 regulations and trends 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 forget to ask questions! Inquire about the team's current challenges or how they measure success in the department. This shows your interest in the role and helps you gauge if the company culture aligns with your values.
