This vacancy is now closed

Pension Customer Team Leader - Bristol

£30,000 - £35,000 - Accountancy / Finance
Ref: 1745 Date Posted: Tuesday 03 Sep 2019
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We are recruiting for a Customer Service Team Leader to manage a new and growing team in Bristol.

The details of the role are as follows:

Job Description

  • Day to day management of the Customer Service Team
  • Assist with developing existing relationships with financial adviser firms
  • Attend regular 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
  • Assist with planning of team resource and identify new roles
  • Conduct interviews for potential new candidates along with administration manager
  • Contribute to the ongoing streamlining of 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
  • Manage effective communication between the business and financial adviser firms
  • Promote the Total Customer Satisfaction ethos of the company
  • Attend meetings with SIPP and platform suppliers and partners
  • Audit files and monitor accurate completion of records and data quality within with team
  • Ensure all work is completed in line with HMRC and FCA regulations

Desired Skills and Expertise

  • Strong background in pensions and customer service including providing services to financial advisers essential
  • At least 5 years’ experience in the financial services industry, preferably in a wrap platform or pension administration firm
  • Understanding of wrap platforms and model portfolios
  • Experience monitoring workloads, SLAs and driving team success
  • Knowledge of HMRC legislation and FCA regulations
  • Leadership and mentoring skills
  • Ability to prioritise and work to deadlines
  • Good planning and organisation skills
  • Excellent IT skills

In return you will be offered a fantastic salary and benefits package, free parking and a great culture to work in.