Pensions Team Leader

Posted on Jun 11, 2019 by CV-Library

Bristol, Bristol (County), United Kingdom
Call Center & Customer Service
Immediate Start
Annual Salary
Pensions Admin (SIPP) Team Leader - Bristol

An exciting opportunity to work for a Self Investment Specialist in Bristol who are expanding and looking to set up a new customer services team and as a result are recruiting for an experienced pensions team leader.

The role

* Day to day management of the Customer Service Team

* Attend regular ML management meetings providing feedback on ongoing work, performance and resource.

* Conducting PDRs for team members

* Complete regular team meetings

* Manage training and competence programme for the team

* Monitor completion of work by team in line with company SLAs and KPIs

* Conduct interviews for potential new candidates along with administration manager

* Contribute to the ongoing streamlining of ML processes and procedures

* Create specifications for changes to back office CRM, test changes and roll out training to the team

* Contribute to strategy for delivering SIPP and platform products to financial advisers including development of online customer journeys

* Day to day liaison with third party providers for white labelled SIPPs, Viewpoint Portfolio platform and investment partners

To be considered for this role you will need to have proven Team Leader experience within Pensions and ideally you will have SIPP/SSAS experience.

For further information please contact Kerrie on (phone number removed) or email kerrie.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Reference: 210197139

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