Meridian Business Support
are working with our fantastic client within the Financial Services sector, they are looking for a
Pensions Team Manager
to join their growing team working Hybrid in the Wimbledon Office on a
12 month contract.
About the role
A key leadership role, accountable for the excellent technical and customer service delivery to the group's clients and intermediaries.
Responsible for training, developing and mentoring Client Associates, to achieve optimum performance levels, whilst ensuring that it's a great place to work.
Key accountabilities:
Business Objectives
- Manage team resources in line with the needs of the business and its clients.
- Ensure that team and own work is completed in accordance with agreed timescales and quality standards.
- Minimise business risk by ensuring that internal and external SLA's, processes, and regulatory requirements are adhered to.
- Ensure that system data is up to date and accurate, and that use of functionality is maximised.
- Contribute to the production of daily, weekly, and monthly management information.
- Ensure that all work received within the team is recorded accurately in the OMNI Worklog using the appropriate task types, with appropriate notes made to reflect the status of work undertaken. Ensure that the Worklog/Workflow tool is kept up to date on a daily basis by all Team Members.
- Analyse performance and quality trends to identify areas of improvement required and action accordingly.
- Contribute to operational planning and implement strategic decisions to support the business.
- Effectively deal with escalated customer complaints and resolve in line with internal process/regulatory guidelines.
- Responsible for ensuring all death cases are recorded and acted upon pro-actively, monitoring regularly to ensure two year deadlines are met and escalating any cases requiring Committee approval at the earliest opportunity.
- Responsible for ensuring all cradle to grave activity across the Client Associate portfolios, including future dated work, is scheduled in the workflow diary system accordingly.
Staff Management
- Support Account Managers to achieve personal and business goals, objectives, and targets.
- Draft and implement objectives and behaviour expectations.
- Develop and empower staff to work independently.
- Identify performance gaps and development opportunities.
- Address under performance issues to resolution.
- Conduct periodic performance reviews and regular one to ones with line reports.
- Undertake annual calibration of EOY results and salary reviews.
- Implement and measure results for incentive schemes.
- Chair regular team meetings/huddles, to ensure open, honest, and timely communication.
About you
:
The job holder should have experience of leading successful teams in a SSAS/SIPP pensions, or similar environment.
You should demonstrate the following core competencies as a minimum:
- A proven track record of managing a team to consistently achieve targets.
- Ability to performance manage teams and individuals to achieve desired outcomes.
- Works well under pressure with the ability to manage numerous tasks simultaneously and prioritise effectively.
- Organised and adaptable to reflect the changing demands of the business/role.
- Proactive, enthusiastic, and driven approach to all elements of the role.
- Clear and concise communication skills at all levels, including a positive attitude to client care.
This is a full time
12 month contract
, Hybrid role working Monday to Friday 9am – 5pm, offering
a salary of £40,000 - £50,000
plus great benefits.
Please contact Gemma Lawrence at Meridian on to apply and find out more or email