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

Senior Pension & Investment Administrator/Team Leader

Full-Time 48000 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead a dynamic team managing pensions and investments while driving process improvements.
  • Company: Supportive financial services firm focused on growth and innovation.
  • Benefits: 25 days leave, hybrid work, pension contributions, and study support.
  • Why this job: Inspire a high-performing team and make a real impact in financial services.
  • Qualifications: Senior-level experience in Investment and Pensions with strong leadership skills.
  • Other info: Great career development opportunities in a vibrant work environment.

The predicted salary is between 48000 - 72000 £ 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 to 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.

Senior Pension & Investment Administrator/Team Leader employer: Venus Recruitment Ltd

Join a dynamic financial services team in Farnham, where we prioritise a supportive and innovative work culture. As a Senior Pension & Investment Administrator/Team Leader, you'll benefit from 25 days of annual leave plus your birthday off, hybrid working options, and opportunities for professional growth through study support and salary boosts for exam success. Our commitment to employee well-being is reflected in our pension scheme with employer contributions, cycle to work scheme, and free parking, making us an excellent employer for those seeking meaningful and rewarding careers.
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Contact Detail:

Venus Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience in pensions and investments. A friendly chat can lead to insider info about job openings or even a referral.

✨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 can confidently discuss complex cases and process improvements. We want you to shine!

✨Tip Number 3

Showcase your leadership skills during interviews. Share examples of how you've coached and supported your team in the past. We love to see candidates who can inspire others while managing their workload effectively.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals who fit our team culture.

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

Team Leadership
Pension Management
Investment Management
Client Management Systems
Financial Planning
Organisational Skills
Coaching and Mentoring
Process Improvement
Technical Query Resolution
Experience in Complex Cases

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 high-performing team in the pensions and investments sector. Share specific examples of how you've successfully managed teams or handled complex cases in the past.

Showcase Your Technical Knowledge: Since we’re looking for someone who can handle technical queries, make sure to mention your experience with client management systems like IO. This will help us see that you have the expertise we need.

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 from our team!

How to prepare for a job interview at Venus Recruitment Ltd

✨Know Your Stuff

Make sure you brush up on your knowledge of pensions and investments. Be ready to discuss specific cases you've handled and how you've improved processes in your previous roles. This will show that you're not just experienced, but also proactive.

✨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. Highlight your ability to manage a busy team while maintaining a supportive environment, as this is key for the role.

✨Familiarise Yourself with Client Management Systems

If you have experience with IO or similar systems, be ready to talk about it. If not, do a bit of research to understand how these systems work and how they can improve efficiency in managing pensions and investments.

✨Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to team management and process improvements. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.

Senior Pension & Investment Administrator/Team Leader
Venus Recruitment Ltd
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